Logo

PORTO'S BAKERY, INC. 401(K) PLAN 401k Plan overview

Plan NamePORTO'S BAKERY, INC. 401(K) PLAN
Plan identification number 001

PORTO'S BAKERY, INC. 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

PORTOS BAKERY, INC. has sponsored the creation of one or more 401k plans.

Company Name:PORTOS BAKERY, INC.
Employer identification number (EIN):954610775
NAIC Classification:722515
NAIC Description:Snack and Nonalcoholic Beverage Bars

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PORTO'S BAKERY, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01SUSAN PERRY2022-09-29
0012020-01-01
0012019-01-01
0012018-04-01

Plan Statistics for PORTO'S BAKERY, INC. 401(K) PLAN

401k plan membership statisitcs for PORTO'S BAKERY, INC. 401(K) PLAN

Measure Date Value
2022: PORTO'S BAKERY, INC. 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01806
Total number of active participants reported on line 7a of the Form 55002022-01-01844
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0176
Total of all active and inactive participants2022-01-01920
Total participants2022-01-01920
Number of participants with account balances2022-01-01418
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0118
2021: PORTO'S BAKERY, INC. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01512
Total number of active participants reported on line 7a of the Form 55002021-01-01518
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0112
Total of all active and inactive participants2021-01-01530
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01530
Number of participants with account balances2021-01-01395
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: PORTO'S BAKERY, INC. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01949
Total number of active participants reported on line 7a of the Form 55002020-01-01945
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0129
Total of all active and inactive participants2020-01-01974
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01974
Number of participants with account balances2020-01-01408
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0164
2019: PORTO'S BAKERY, INC. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01776
Total number of active participants reported on line 7a of the Form 55002019-01-01812
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0119
Total of all active and inactive participants2019-01-01831
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01831
Number of participants with account balances2019-01-01397
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0175
2018: PORTO'S BAKERY, INC. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-04-01719
Total number of active participants reported on line 7a of the Form 55002018-04-01701
Number of retired or separated participants receiving benefits2018-04-010
Number of other retired or separated participants entitled to future benefits2018-04-0110
Total of all active and inactive participants2018-04-01711
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-04-010
Total participants2018-04-01711
Number of participants with account balances2018-04-01380
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-04-0138

Financial Data on PORTO'S BAKERY, INC. 401(K) PLAN

Measure Date Value
2022 : PORTO'S BAKERY, INC. 401(K) PLAN 2022 401k financial data
Total transfer of assets to this plan2022-12-31$0
Total transfer of assets from this plan2022-12-31$0
Total income from all sources (including contributions)2022-12-31$603,922
Total of all expenses incurred2022-12-31$313,536
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$253,849
Value of total corrective distributions2022-12-31$23,767
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,448,511
Value of total assets at end of year2022-12-31$5,307,257
Value of total assets at beginning of year2022-12-31$5,016,871
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$35,920
Total interest from all sources2022-12-31$9,012
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Administrative expenses professional fees incurred2022-12-31$18,155
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,078,528
Participant contributions at end of year2022-12-31$174,021
Participant contributions at beginning of year2022-12-31$124,356
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$25,334
Other income not declared elsewhere2022-12-31$727
Total non interest bearing cash at beginning of year2022-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$290,386
Value of net assets at end of year (total assets less liabilities)2022-12-31$5,307,257
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$5,016,871
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in pooled separate accounts at end of year2022-12-31$5,000,954
Value of interest in pooled separate accounts at beginning of year2022-12-31$4,775,126
Interest on participant loans2022-12-31$8,020
Interest earned on other investments2022-12-31$992
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$132,282
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$117,389
Net investment gain/loss from pooled separate accounts2022-12-31$-854,328
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$344,649
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$253,849
Contract administrator fees2022-12-31$17,765
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31RIVERA, JAMJIAN & ASSOCIATES, LLP
Accountancy firm EIN2022-12-31203729687
2021 : PORTO'S BAKERY, INC. 401(K) PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$1,766,144
Total of all expenses incurred2021-12-31$264,211
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$206,424
Expenses. Certain deemed distributions of participant loans2021-12-31$6,868
Value of total corrective distributions2021-12-31$17,378
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,266,446
Value of total assets at end of year2021-12-31$5,016,871
Value of total assets at beginning of year2021-12-31$3,514,938
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$33,541
Total interest from all sources2021-12-31$5,768
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$901,636
Participant contributions at end of year2021-12-31$124,356
Participant contributions at beginning of year2021-12-31$92,644
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$59,551
Total non interest bearing cash at end of year2021-12-31$0
Total non interest bearing cash at beginning of year2021-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$1,501,933
Value of net assets at end of year (total assets less liabilities)2021-12-31$5,016,871
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$3,514,938
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$33,541
Value of interest in pooled separate accounts at end of year2021-12-31$4,775,126
Value of interest in pooled separate accounts at beginning of year2021-12-31$3,346,680
Interest on participant loans2021-12-31$5,768
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$117,389
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$75,614
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$493,930
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$305,259
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$206,424
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Disclaimer
Accountancy firm name2021-12-31RIVERA, JAMJIAN & ASSOCIATES, LLP
Accountancy firm EIN2021-12-31203729687
2020 : PORTO'S BAKERY, INC. 401(K) PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$1,735,982
Total of all expenses incurred2020-12-31$282,603
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$268,007
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,280,531
Value of total assets at end of year2020-12-31$3,514,938
Value of total assets at beginning of year2020-12-31$2,061,559
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$14,596
Total interest from all sources2020-12-31$3,356
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$772,829
Participant contributions at end of year2020-12-31$92,644
Participant contributions at beginning of year2020-12-31$36,886
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$238,744
Other income not declared elsewhere2020-12-31$3,034
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$1,453,379
Value of net assets at end of year (total assets less liabilities)2020-12-31$3,514,938
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$2,061,559
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in pooled separate accounts at end of year2020-12-31$3,346,680
Value of interest in pooled separate accounts at beginning of year2020-12-31$1,964,964
Interest on participant loans2020-12-31$3,356
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$75,614
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$59,709
Net investment gain/loss from pooled separate accounts2020-12-31$449,061
Net investment gain or loss from common/collective trusts2020-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$268,958
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$268,007
Contract administrator fees2020-12-31$14,596
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31RIVERA, JAMJIAN & ASSOCIATES, LLP
Accountancy firm EIN2020-12-31203729687
2019 : PORTO'S BAKERY, INC. 401(K) PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$1,497,609
Total of all expenses incurred2019-12-31$133,554
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$112,529
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,265,046
Value of total assets at end of year2019-12-31$2,061,559
Value of total assets at beginning of year2019-12-31$697,504
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$21,025
Total interest from all sources2019-12-31$661
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$834,562
Participant contributions at end of year2019-12-31$36,886
Participant contributions at beginning of year2019-12-31$1,263
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$118,375
Other income not declared elsewhere2019-12-31$224
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$1,364,055
Value of net assets at end of year (total assets less liabilities)2019-12-31$2,061,559
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$697,504
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in pooled separate accounts at end of year2019-12-31$1,964,964
Value of interest in pooled separate accounts at beginning of year2019-12-31$675,159
Interest on participant loans2019-12-31$661
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$59,709
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$21,082
Net investment gain/loss from pooled separate accounts2019-12-31$231,678
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$312,109
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$112,529
Contract administrator fees2019-12-31$21,025
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31RIVERA, JAMJIAN & ASSOCIATES, LLP
Accountancy firm EIN2019-12-31203729687
2018 : PORTO'S BAKERY, INC. 401(K) PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$711,705
Total of all expenses incurred2018-12-31$14,201
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$9,130
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$755,687
Value of total assets at end of year2018-12-31$697,504
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$5,071
Total interest from all sources2018-12-31$14
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$547,730
Participant contributions at end of year2018-12-31$1,263
Other income not declared elsewhere2018-12-31$68
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$697,504
Value of net assets at end of year (total assets less liabilities)2018-12-31$697,504
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in pooled separate accounts at end of year2018-12-31$675,159
Interest on participant loans2018-12-31$14
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$21,082
Net investment gain/loss from pooled separate accounts2018-12-31$-44,064
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$207,957
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$9,130
Contract administrator fees2018-12-31$5,071
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31RIVERA, JAMJIAN & ASSOCIATES, LLP
Accountancy firm EIN2018-12-31203729687

Form 5500 Responses for PORTO'S BAKERY, INC. 401(K) PLAN

2022: PORTO'S BAKERY, INC. 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entityMulitple employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: PORTO'S BAKERY, INC. 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entityMulitple employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: PORTO'S BAKERY, INC. 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entityMulitple employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: PORTO'S BAKERY, INC. 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entityMulitple employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: PORTO'S BAKERY, INC. 401(K) PLAN 2018 form 5500 responses
2018-04-01Type of plan entityMulitple employer plan
2018-04-01First time form 5500 has been submittedYes
2018-04-01Submission has been amendedNo
2018-04-01This submission is the final filingNo
2018-04-01This return/report is a short plan year return/report (less than 12 months)Yes
2018-04-01Plan is a collectively bargained planNo
2018-04-01Plan funding arrangement – InsuranceYes
2018-04-01Plan funding arrangement – TrustYes
2018-04-01Plan benefit arrangement – InsuranceYes
2018-04-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number809032-000
Policy instance 1
Insurance contract or identification number809032-000
Number of Individuals Covered418
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $11,890
Total amount of fees paid to insurance companyUSD $2,372
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $11,890
Insurance broker organization code?3
Amount paid for insurance broker fees2372
Additional information about fees paid to insurance brokerTPA SERVICES
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number809032-000
Policy instance 1
Insurance contract or identification number809032-000
Number of Individuals Covered395
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $10,283
Total amount of fees paid to insurance companyUSD $2,082
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $10,283
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerCOMMISSION
Insurance broker organization code?3
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number809032-000
Policy instance 1
Insurance contract or identification number809032-000
Number of Individuals Covered408
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $6,415
Total amount of fees paid to insurance companyUSD $1,302
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $6,415
Insurance broker organization code?3
Amount paid for insurance broker fees1302
Additional information about fees paid to insurance brokerTPA FEES
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number809032-000
Policy instance 1
Insurance contract or identification number809032-000
Number of Individuals Covered397
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $3,293
Total amount of fees paid to insurance companyUSD $1,011
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $3,293
Insurance broker organization code?3
Amount paid for insurance broker fees1011
Additional information about fees paid to insurance brokerTPA FEES
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number809032-000
Policy instance 1
Insurance contract or identification number809032-000
Number of Individuals Covered380
Insurance policy start date2018-04-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $612
Total amount of fees paid to insurance companyUSD $846
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $612
Insurance broker organization code?3
Amount paid for insurance broker fees846
Additional information about fees paid to insurance brokerTPA FEES

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1