American Bakery Company 401(K) Profit Sharing Plan — Form 5500 plan (Oakhurst Industries, Inc. Dba American Bakery Company)

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, American Bakery Company 401(K) Profit Sharing Plan is a benefit plan reported by Oakhurst Industries, Inc. Dba American Bakery Company under EIN 95-3641353 and plan number 001. The latest loaded filing year is 2023. The filing reports 413 participants and $11,656,804 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$11.6MPlan net assets, end of year$11,582,494
Participants413Covered participants reported
Assets / participant$28.2KComputed: assets ÷ participants$28,225 (computed)
Provider compensation$118.3K4 Schedule C provider row(s)$118,271
Plan sponsor
Oakhurst Industries, Inc. Dba American Bakery Company
EIN
95-3641353
Plan number
001
Plan type
2
Location
Los Angeles, CA
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023413H, C20241014213607NAL0013865299001
Schedule H · 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)$11.7M total assets
Net assets$11.6MLiabilities$74.3K
Money in vs. money out
Total income / additions$2.2M
Total expenses$577.3K
Benefits paid / distributions$458.6K
Contributions
Employer$450K
Participant$157.9K
Full reported line items

Net assets

Total assets (EOY)
$11,656,804
Total liabilities (EOY)
$74,310
Net assets (EOY)
$11,582,494
Net assets (BOY)
$9,950,575

Income & contributions

Employer contributions
$450,000
Participant contributions
$157,950
Total contributions
$607,950
Total income / additions
$2,209,233

Expenses & distributions

Benefits paid
$458,602
Administrative expenses
$118,270
Total expenses
$577,314
Net increase / (decrease)
$1,631,919
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 74%Participant 26%
Total expenses ÷ net assets5%Computed ratio
Benefits paid ÷ total income21%Computed ratio
Provider comp. ÷ net assets1%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Edelman Fin'L SvcsINVESTMENT ADVISOR$63,995not reported in the loaded dataset2023
Cliftonlarsonallen LlpAUDITOR$26,175not reported in the loaded dataset2023
Cmc Retirement & Ee Benefits SpecTHIRD PARTY ADMIN$14,188not reported in the loaded dataset2023
Macias Gini & O'Connell, LlpAUDITOR$13,913not reported in the loaded dataset2023

Related Form 5500 pages