Sweet Express, LLC — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Sweet Express, LLC (EIN 20-0528673) is a plan sponsor located in Grand Rapids, MI with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
20-0528673
Location
Grand Rapids, MI
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$1,638,086
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$1,638,086

Contributions & income

Participant contributions
$488,070
Total income / additions
$704,481

Expenses & distributions

Benefits paid / distributions
$514,046
Total expenses
$555,768
Net increase / (decrease)
$148,713

Coverage

Total reported participants
1,179
Plans with financial statements
1
Plans with provider compensation
1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Sweet Express, LLC plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Sweet Companys' Retirement Plan001788$1,638,0862023
Sweet Express, LLC Welfare Benefit Plan507391not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Sweet Express, LLC
YearPlanParticipantsSchedulesFiling
2023Sweet Express, LLC Welfare Benefit Plan39120240509161001NAL0030456225001
2023Sweet Companys' Retirement Plan788H, C20240814104642NAL0006745923001

Related Form 5500 pages