Sara Lee Frozen Bakery 401(K) Plan — Form 5500 plan (Sara Lee Frozen Bakery, LLC)

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, Sara Lee Frozen Bakery 401(K) Plan is a benefit plan reported by Sara Lee Frozen Bakery, LLC under EIN 83-0662567 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,006 participants and $46,908,889 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Sara Lee Frozen Bakery, LLC
EIN
83-0662567
Plan number
001
Plan type
2
Location
Oakbrook Terrace, IL
Latest filing year
2023
Participants
2,006
End-of-year plan assets
$46,908,889

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,006H, C20240910083953NAL0002868723001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$46,908,889
Total liabilities (EOY)
$13,689
Net assets (EOY)
$46,895,200
Net assets (BOY)
$38,051,332

Income & contributions

Employer contributions
$2,274,365
Participant contributions
$4,347,949
Total contributions
$7,515,380
Total income / additions
$14,566,869

Expenses & distributions

Benefits paid
$5,544,706
Administrative expenses
$178,295
Total expenses
$5,723,001
Net increase / (decrease)
$8,843,868

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Northwest Plan Services, IncRECORDKEEPER, TPA$133,309not reported in the loaded dataset2023
MercerNONE$45,000not reported in the loaded dataset2023

Related Form 5500 pages