Cusano'S Bakery 401(K) Plan — Form 5500 plan (Cusano'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, Cusano'S Bakery 401(K) Plan is a benefit plan reported by Cusano'S Italian Bakery, Inc under EIN 59-1550859 and plan number 001. The latest loaded filing year is 2023. The filing reports 250 participants and $5,560,858 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Cusano'S Italian Bakery, Inc
EIN
59-1550859
Plan number
001
Plan type
2
Location
Coconut Creek, FL
Latest filing year
2023
Participants
250
End-of-year plan assets
$5,560,858

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023250H, C20240808102457NAL0008408608001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$5,560,858
Total liabilities (EOY)
$0
Net assets (EOY)
$5,560,858
Net assets (BOY)
$4,542,867

Income & contributions

Employer contributions
$341,766
Participant contributions
$558,675
Total contributions
$910,482
Total income / additions
$1,615,611

Expenses & distributions

Benefits paid
$580,508
Administrative expenses
$17,112
Total expenses
$597,620
Net increase / (decrease)
$1,017,991

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Capital Group RetirementRECORDKEEPER$8,077$02023
Retirement Solutions Advisors, LLCCONTRACT ADMIN$4,950not reported in the loaded dataset2023

Related Form 5500 pages