2023 Form 5500 filing — Sweetgreen, Inc. 401(K) 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 20241015114930NAL0014525939001) for Sweetgreen, Inc. 401(K) Plan, reported by Sweetgreen, Inc. under EIN 27-1159215 and plan number 001. It reports 4,839 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015114930NAL0014525939001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Sweetgreen, Inc.
- EIN
- 27-1159215
- Plan number
- 001
- Location
- Los Angeles, CA
- Participants
- 4,839
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $23,947,490
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $23,947,490
- Employer contributions
- $39,640
- Participant contributions
- $5,250,899
- Total income / additions
- $9,407,452
- Benefits paid
- $2,978,191
- Administrative expenses
- $126,685
- Total expenses
- $3,127,722
- Net increase / (decrease)
- $6,279,730
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Regatta Capital Group LLC | INVESTMENT ADVISOR | $58,604 | not reported in the loaded dataset |
| Sweetgreen Inc | OTHER | $45,521 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $18,765 | not reported in the loaded dataset |
| Beach Freeman Lim & Cleland Llp | AUDITOR | $3,795 | not reported in the loaded dataset |
| Empower Annuity Insurance Company O | RECORDKEEPER | $0 | $0 |