Claxton Bakery, Inc. 401(K) Retirement Plan — Form 5500 plan (Claxton 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, Claxton Bakery, Inc. 401(K) Retirement Plan is a benefit plan reported by Claxton Bakery, Inc. under EIN 58-0908117 and plan number 002. The latest loaded filing year is 2023. The filing reports 12 participants and $5,831,172 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$5.8MPlan net assets, end of year$5,831,172
Participants12Covered participants reported
Assets / participant$485.9KComputed: assets ÷ participants$485,931 (computed)
Provider compensationNone reported
Plan sponsor
Claxton Bakery, Inc.
EIN
58-0908117
Plan number
002
Plan type
2
Location
Claxton, GA
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202312I20240617092823NAL0000856579001
Schedule I · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$5.8M total assets
Net assets$5.8MLiabilities
Money in vs. money out
Total income / additions$1.7M
Total expenses$95.3K
Benefits paid / distributions$92.3K
Contributions
Employer$32.7K
Participant$65.4K
Full reported line items

Net assets

Total assets (EOY)
$5,831,172
Net assets (EOY)
$5,831,172
Net assets (BOY)
$4,269,254

Income & contributions

Employer contributions
$32,708
Participant contributions
$65,415
Total income / additions
$1,657,175

Expenses & distributions

Benefits paid
$92,253
Administrative expenses
$3,004
Total expenses
$95,257
Net increase / (decrease)
$1,561,918
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 33%Participant 67%
Total expenses ÷ net assets2%Computed ratio
Benefits paid ÷ total income6%Computed ratio

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages