S&Me, Inc. 401(K) Plan — Form 5500 plan (S&Me, 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, S&Me, Inc. 401(K) Plan is a benefit plan reported by S&Me, Inc. under EIN 56-0791580 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,676 participants and $107,441,377 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
S&Me, Inc.
EIN
56-0791580
Plan number
001
Plan type
2
Location
Raleigh, NC
Latest filing year
2023
Participants
1,676
End-of-year plan assets
$107,441,377

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,676H, C20240723143953NAL0019981472001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$107,441,377
Total liabilities (EOY)
$0
Net assets (EOY)
$107,441,377
Net assets (BOY)
$95,513,737

Income & contributions

Employer contributions
$1,538,673
Participant contributions
$6,523,464
Total contributions
$9,654,020
Total income / additions
$24,727,871

Expenses & distributions

Benefits paid
$13,117,148
Administrative expenses
$143,300
Total expenses
$13,296,062
Net increase / (decrease)
$11,431,809

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$143,299$02023
Rpa Financial, LLCINVESTMENT ADVISORY$0$48,6002023
Morningstar Investment Management LINV ADV, PARTICIPANTS$0$02023

Related Form 5500 pages