Plan5500

Sweeney Conrad, P.S. 401(K) Savings Plan — Form 5500 plan (Sweeney Conrad, P.S.)

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, Sweeney Conrad, P.S. 401(K) Savings Plan is a benefit plan reported by Sweeney Conrad, P.S. under EIN 91-1301672 and plan number 008. The latest loaded filing year is 2023. The filing reports 137 participants and $28,314,904 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Sweeney Conrad, P.S.
EIN
91-1301672
Plan number
008
Plan type
2
Location
Kirkland, WA
Latest filing year
2023
Participants
137
End-of-year plan assets
$28,314,904

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023137H, C20240921102002NAL0008808209001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$28,314,904
Net assets (EOY)
$28,314,904
Net assets (BOY)
$24,287,871

Income & contributions

Employer contributions
$681,873
Participant contributions
$1,255,576
Total contributions
$1,972,307
Total income / additions
$5,983,800

Expenses & distributions

Benefits paid
$1,931,214
Administrative expenses
$25,553
Total expenses
$1,956,767
Net increase / (decrease)
$4,027,033

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Advisory Group, LLCNONE$23,813not reported in the loaded dataset2023
Hunnex & ShoemakerNONE$975not reported in the loaded dataset2023
Empower Annuity Ins Comp Of AmericaNONE$765$02023

Related Form 5500 pages