Plan5500

Rotella'S Italian Bakery, Inc. Profit Sharing 401(K) Plan — Form 5500 plan (Rotella'S Italian Bakery, Inc.)

Plain-English plan summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Rotella'S Italian Bakery, Inc. Profit Sharing 401(K) Plan is a benefit plan reported by Rotella'S Italian Bakery, Inc. under EIN 47-0489748 and plan number 001. The latest loaded filing year is 2023. The filing reports 455 participants and $18,177,469 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Rotella'S Italian Bakery, Inc.
EIN
47-0489748
Plan number
001
Plan type
2
Location
La Vista, NE
Latest filing year
2023
Participants
455
End-of-year plan assets
$18,177,469

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023455H, C20240930141507NAL0003306883001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$18,177,469
Total liabilities (EOY)
$16,274
Net assets (EOY)
$18,161,195
Net assets (BOY)
$16,026,227

Income & contributions

Employer contributions
$181,403
Participant contributions
$1,092,328
Total contributions
$1,316,266
Total income / additions
$3,814,198

Expenses & distributions

Benefits paid
$1,565,451
Administrative expenses
$101,429
Total expenses
$1,679,230
Net increase / (decrease)
$2,134,968

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Capfinancial PartnersINVESTMENT ADVISORY$57,697not reported in the loaded dataset2023
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$31,241$02023
Deboer & Associates, PcAUDITOR$12,500not reported in the loaded dataset2023

Related Form 5500 pages