S&Me, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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. (EIN 56-0791580) is a plan sponsor located in Raleigh, NC with 3 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
56-0791580
Location
Raleigh, NC
Loaded plans
3
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$171,190,548
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$171,190,548

Contributions & income

Employer contributions
$5,146,493
Participant contributions
$6,523,464
Total income / additions
$49,862,229

Expenses & distributions

Benefits paid / distributions
$17,188,998
Total expenses
$17,367,912
Net increase / (decrease)
$32,494,317

Coverage

Total reported participants
4,125
Plans with financial statements
2
Plans with provider compensation
1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

S&Me, Inc. plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
S&Me, Inc. 401(K) Plan0011,676$107,441,3772023
S&Me, Inc. Employee Stock Ownership Plan0021,413$63,749,1712023
S&Me, Inc. Group Benefit Plan5021,036not reported in the loaded dataset2023

Search all 3 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for S&Me, Inc.
YearPlanParticipantsSchedulesFiling
2023S&Me, Inc. Employee Stock Ownership Plan1,413H20240723143814NAL0011941985001
2023S&Me, Inc. 401(K) Plan1,676H, C20240723143953NAL0019981472001
2023S&Me, Inc. Group Benefit Plan1,03620251002141659NAL0000574785001

Related Form 5500 pages