R.E. Sweeney Company, 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, R.E. Sweeney Company, Inc. (EIN 75-1037451) is a plan sponsor located in Fort Worth, TX with 2 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
75-1037451
Location
Fort Worth, TX
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$19,499,260
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$19,499,260

Contributions & income

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

Expenses & distributions

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

Coverage

Total reported participants
424
Plans with financial statements
1
Plans with provider compensation
2

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

R.E. Sweeney Company, Inc. plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
R.E. Sweeney Company, Inc. Stock Bonus Profit Sharing Plan And Trust003260$19,499,2602023
R. E. Sweeney Company, Inc501164not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for R.E. Sweeney Company, Inc.
YearPlanParticipantsSchedulesFiling
2023R. E. Sweeney Company, Inc164C20240920102043NAL0014203762001
2023R.E. Sweeney Company, Inc. Stock Bonus Profit Sharing Plan And Trust260H, C20250514124933NAL0012809555001

Related Form 5500 pages