Plain-English plan 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 Companys' Retirement Plan is a benefit plan reported by Sweet Express, LLC under EIN 20-0528673 and plan number 001. The latest loaded filing year is 2023. The filing reports 788 participants and $1,638,086 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,638,086
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,638,086
- Net assets (BOY)
- $1,489,373
Income & contributions
- Participant contributions
- $488,070
- Total contributions
- $491,974
- Total income / additions
- $704,481
Expenses & distributions
- Benefits paid
- $514,046
- Administrative expenses
- $41,722
- Total expenses
- $555,768
- Net increase / (decrease)
- $148,713