401k Plan data: BAKERY EXPRESS 401K PLAN plan

BAKERY EXPRESS 401K PLAN 401k Plan overview

Plan Name	BAKERY EXPRESS 401K PLAN
Plan identification number	001

BAKERY EXPRESS 401K PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
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.

401k Sponsoring company profile

BAKERY EXPRESS OF SOUTHERNCA LLC has sponsored the creation of one or more 401k plans.

Company Name: BAKERY EXPRESS OF SOUTHERNCA LLC

Employer identification number (EIN): 010622786

NAIC Classification: 311800
NAIC Description: Bakeries and Tortilla Manufacturing

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BAKERY EXPRESS 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2019-01-01
001 2018-01-01
001 2017-01-01 SUE REMENDER 2018-07-23
001 2016-01-01 SUE REMENDER 2017-05-31
001 2015-01-01 SUE REMENDER 2016-05-27
001 2014-01-01 SUE REMENDER 2015-07-02
001 2013-01-01 SUE REMENDER 2014-07-25
001 2012-01-01 SUE REMENDER 2013-06-28
001 2011-01-01 SUE REMENDER 2012-06-19
001 2010-01-01 SUE REMENDER 2011-06-27
001 2009-01-01 SUSAN REMENDER

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2019-01-01
001	2018-01-01
001	2017-01-01	SUE REMENDER	2018-07-23
001	2016-01-01	SUE REMENDER	2017-05-31
001	2015-01-01	SUE REMENDER	2016-05-27
001	2014-01-01	SUE REMENDER	2015-07-02
001	2013-01-01	SUE REMENDER	2014-07-25
001	2012-01-01	SUE REMENDER	2013-06-28
001	2011-01-01	SUE REMENDER	2012-06-19
001	2010-01-01	SUE REMENDER	2011-06-27
001	2009-01-01	SUSAN REMENDER

Plan Statistics for BAKERY EXPRESS 401K PLAN

401k plan membership statisitcs for BAKERY EXPRESS 401K PLAN

Measure Date Value
2019: BAKERY EXPRESS 401K PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 153
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 156
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 17
Total of all active and inactive participants 2019-01-01 173
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 173
Number of participants with account balances 2019-01-01 54
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 3
2018: BAKERY EXPRESS 401K PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 124
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 139
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 17
Total of all active and inactive participants 2018-01-01 156
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 156
Number of participants with account balances 2018-01-01 46
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 9
2009: BAKERY EXPRESS 401K PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 86
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 80
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 7
Total of all active and inactive participants 2009-01-01 87
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 87
Number of participants with account balances 2009-01-01 24
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 1

Measure	Date	Value
2019: BAKERY EXPRESS 401K PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	153
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	156
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	17
Total of all active and inactive participants	2019-01-01	173
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	173
Number of participants with account balances	2019-01-01	54
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	3
2018: BAKERY EXPRESS 401K PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	124
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	139
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	17
Total of all active and inactive participants	2018-01-01	156
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	156
Number of participants with account balances	2018-01-01	46
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	9
2009: BAKERY EXPRESS 401K PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	86
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	80
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	7
Total of all active and inactive participants	2009-01-01	87
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	87
Number of participants with account balances	2009-01-01	24
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	1

Financial Data on BAKERY EXPRESS 401K PLAN

Measure	Date	Value
2019 : BAKERY EXPRESS 401K PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total transfer of assets to this plan	2019-12-31	$0
Total transfer of assets from this plan	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$392,336
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$180,468
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$164,829
Expenses. Certain deemed distributions of participant loans	2019-12-31	$449
Value of total corrective distributions	2019-12-31	$14,470
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$195,612
Value of total assets at end of year	2019-12-31	$1,116,209
Value of total assets at beginning of year	2019-12-31	$904,341
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$720
Total interest from all sources	2019-12-31	$1,768
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$40,367
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$40,367
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$91,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$141,535
Participant contributions at end of year	2019-12-31	$36,565
Participant contributions at beginning of year	2019-12-31	$21,523
Participant contributions at beginning of year	2019-12-31	$2,119
Administrative expenses (other) incurred	2019-12-31	$720
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$211,868
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$1,116,209
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$904,341
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$761,081
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$609,656
Interest on participant loans	2019-12-31	$1,768
Value of interest in common/collective trusts at end of year	2019-12-31	$318,563
Value of interest in common/collective trusts at beginning of year	2019-12-31	$270,281
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$100,782
Net investment gain or loss from common/collective trusts	2019-12-31	$53,807
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$54,077
Employer contributions (assets) at beginning of year	2019-12-31	$762
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$164,829
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	ROBERT J. MCGEE
Accountancy firm EIN	2019-12-31	330305865
2018 : BAKERY EXPRESS 401K PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total transfer of assets to this plan	2018-12-31	$0
Total transfer of assets from this plan	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$125,748
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$51,805
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$48,676
Expenses. Certain deemed distributions of participant loans	2018-12-31	$429
Value of total corrective distributions	2018-12-31	$2,135
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$176,276
Value of total assets at end of year	2018-12-31	$904,341
Value of total assets at beginning of year	2018-12-31	$830,398
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$565
Total interest from all sources	2018-12-31	$1,914
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$46,139
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$46,139
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$84,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$126,759
Participant contributions at end of year	2018-12-31	$21,523
Participant contributions at beginning of year	2018-12-31	$33,609
Participant contributions at end of year	2018-12-31	$2,119
Administrative expenses (other) incurred	2018-12-31	$565
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$73,943
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$904,341
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$830,398
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$609,656
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$544,045
Interest on participant loans	2018-12-31	$1,914
Value of interest in common/collective trusts at end of year	2018-12-31	$270,281
Value of interest in common/collective trusts at beginning of year	2018-12-31	$252,744
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-77,212
Net investment gain or loss from common/collective trusts	2018-12-31	$-21,369
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$49,517
Employer contributions (assets) at end of year	2018-12-31	$762
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$48,676
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	SWENSON ACCOUNTANCY CORPORAION
Accountancy firm EIN	2018-12-31	330305865
2009 : BAKERY EXPRESS 401K PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for BAKERY EXPRESS 401K PLAN

2019: BAKERY EXPRESS 401K PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: BAKERY EXPRESS 401K PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2009: BAKERY EXPRESS 401K PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	BAKERY EXPRESS OF SOUTHERNCA LLC
Employer identification number (EIN):	010622786
NAIC Classification:	311800
NAIC Description:	Bakeries and Tortilla Manufacturing