2023 Form 5500 filing — Sweet Companys' Retirement Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240814104642NAL0006745923001) for Sweet Companys' Retirement Plan, reported by Sweet Express, LLC under EIN 20-0528673 and plan number 001. It reports 788 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$1.6MReported net assets$1,638,086
Participants788
Provider compensation$41.7K3 Schedule C row(s)$41,722
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240814104642NAL0006745923001
- Plan sponsor
- Sweet Express, LLC
- EIN
- 20-0528673
- Plan number
- 001
- Location
- Kentwood, MI
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$1.6M total assets
Net assets$1.6MLiabilities$0
Full reported line items
- Total assets (EOY)
- $1,638,086
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,638,086
- Participant contributions
- $488,070
- Total income / additions
- $704,481
- Benefits paid
- $514,046
- Administrative expenses
- $41,722
- Total expenses
- $555,768
- Net increase / (decrease)
- $148,713
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| United Of Omaha | INVESTMENT COMPANY | $28,162 | $0 |
| Dolinka, Vannoord & Co., Pllp Cpa | NONE | $9,980 | not reported in the loaded dataset |
| Lincoln National Corporation | SERVICE PROVIDER | $3,580 | $0 |