Sweetgreen, Inc. 401(K) Plan — Form 5500 plan (Sweetgreen, Inc.)
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, Sweetgreen, Inc. 401(K) Plan is a benefit plan reported by Sweetgreen, Inc. under EIN 27-1159215 and plan number 001. The latest loaded filing year is 2023. The filing reports 4,839 participants and $23,947,490 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Sweetgreen, Inc.
- EIN
- 27-1159215
- Plan number
- 001
- Plan type
- 2
- Location
- Los Angeles, CA
- Latest filing year
- 2023
- Participants
- 4,839
- End-of-year plan assets
- $23,947,490
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4,839 | H, C | 20241015114930NAL0014525939001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $23,947,490
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $23,947,490
- Net assets (BOY)
- $17,667,760
Income & contributions
- Employer contributions
- $39,640
- Participant contributions
- $5,250,899
- Total contributions
- $5,515,442
- Total income / additions
- $9,407,452
Expenses & distributions
- Benefits paid
- $2,978,191
- Administrative expenses
- $126,685
- Total expenses
- $3,127,722
- Net increase / (decrease)
- $6,279,730
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Regatta Capital Group LLC | INVESTMENT ADVISOR | $58,604 | not reported in the loaded dataset | 2023 |
| Sweetgreen Inc | OTHER | $45,521 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $18,765 | not reported in the loaded dataset | 2023 |
| Beach Freeman Lim & Cleland Llp | AUDITOR | $3,795 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Sweetgreen, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Los Angeles, CA
- Regatta Capital Group LLC — Schedule C compensation
- Sweetgreen Inc — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Beach Freeman Lim & Cleland Llp — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation