Lone Star Bakery, Inc. 401(K) Plan — Form 5500 plan (Lone Star 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, Lone Star Bakery, Inc. 401(K) Plan is a benefit plan reported by Lone Star Bakery, Inc. under EIN 74-1553300 and plan number 001. The latest loaded filing year is 2023. The filing reports 539 participants and $8,965,242 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Lone Star Bakery, Inc.
EIN
74-1553300
Plan number
001
Plan type
2
Location
Adkins, TX
Latest filing year
2023
Participants
539
End-of-year plan assets
$8,965,242

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023539H, C20241011164156NAL0023258785001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$8,965,242
Total liabilities (EOY)
$0
Net assets (EOY)
$8,965,242
Net assets (BOY)
$7,326,856

Income & contributions

Employer contributions
$369,518
Participant contributions
$594,024
Total contributions
$970,618
Total income / additions
$2,120,890

Expenses & distributions

Benefits paid
$476,698
Administrative expenses
$5,806
Total expenses
$482,504
Net increase / (decrease)
$1,638,386

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Frost BankADVISOR$0$18,4652023
Fidelity Investments InstitutionalRECORDKEEPER$5,806$02023

Related Form 5500 pages