2023 Form 5500 filing — Sweeney Conrad, P.S. 401(K) Savings 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 20240921102002NAL0008808209001) for Sweeney Conrad, P.S. 401(K) Savings Plan, reported by Sweeney Conrad, P.S. under EIN 91-1301672 and plan number 008. It reports 137 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240921102002NAL0008808209001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Sweeney Conrad, P.S.
- EIN
- 91-1301672
- Plan number
- 008
- Location
- Kirkland, WA
- Participants
- 137
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $28,314,904
- Net assets (EOY)
- $28,314,904
- Employer contributions
- $681,873
- Participant contributions
- $1,255,576
- Total income / additions
- $5,983,800
- Benefits paid
- $1,931,214
- Administrative expenses
- $25,553
- Total expenses
- $1,956,767
- Net increase / (decrease)
- $4,027,033
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Advisory Group, LLC | NONE | $23,813 | not reported in the loaded dataset |
| Hunnex & Shoemaker | NONE | $975 | not reported in the loaded dataset |
| Empower Annuity Ins Comp Of America | NONE | $765 | $0 |