Plan5500

R.E. Sweeney Company, Inc. Stock Bonus Profit Sharing Plan And Trust — Form 5500 plan (R.E. Sweeney Company, 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, R.E. Sweeney Company, Inc. Stock Bonus Profit Sharing Plan And Trust is a benefit plan reported by R.E. Sweeney Company, Inc. under EIN 75-1037451 and plan number 003. The latest loaded filing year is 2023. The filing reports 260 participants and $19,499,260 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
R.E. Sweeney Company, Inc.
EIN
75-1037451
Plan number
003
Plan type
2
Location
Fort Worth, TX
Latest filing year
2023
Participants
260
End-of-year plan assets
$19,499,260

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023260H, C20250514124933NAL0012809555001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$19,499,260
Total liabilities (EOY)
$0
Net assets (EOY)
$19,499,260
Net assets (BOY)
$19,214,338

Income & contributions

Employer contributions
$1,300,000
Total contributions
$1,300,000
Total income / additions
$1,736,882

Expenses & distributions

Benefits paid
$1,431,960
Administrative expenses
$20,000
Total expenses
$1,451,960
Net increase / (decrease)
$284,922

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Weaver LlpCPA$15,450not reported in the loaded dataset2023
George Valuation Advisors, Inc.APPRAISAL$4,550not reported in the loaded dataset2023

Related Form 5500 pages