Sweet, Stevens, Katz & Williams 401(K) Retirement Savings Plan — Form 5500 plan (Sweet, Stevens, Katz & Williams Llp)
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, Stevens, Katz & Williams 401(K) Retirement Savings Plan is a benefit plan reported by Sweet, Stevens, Katz & Williams Llp under EIN 23-2807059 and plan number 001. The latest loaded filing year is 2023. The filing reports 46 participants and $11,873,209 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Sweet, Stevens, Katz & Williams Llp
- EIN
- 23-2807059
- Plan number
- 001
- Plan type
- 2
- Location
- New Britain, PA
- Latest filing year
- 2023
- Participants
- 46
- End-of-year plan assets
- $11,873,209
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 46 | I | 20240618092547NAL0005587026001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $11,873,209
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,873,209
- Net assets (BOY)
- $10,639,760
Income & contributions
- Employer contributions
- $158,613
- Participant contributions
- $519,127
- Total income / additions
- $2,266,382
Expenses & distributions
- Benefits paid
- $987,351
- Administrative expenses
- $45,582
- Total expenses
- $1,032,933
- Net increase / (decrease)
- $1,233,449
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.