Plan5500

S&Y Group, 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&Y Group, Inc. (EIN 84-2229083) is a plan sponsor located in St. Louis Park, MN with 1 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
84-2229083
Location
St. Louis Park, MN
Loaded plans
1
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for S&Y Group, Inc.

  • 1 loaded plans hold $15.8M in reported assets.
  • The largest, Swanson & Youngdale Employee Stock Ownership Plan, holds 100% of this company's reported plan assets.
  • Plans cover 68 reported participants.
  • 1 of 1 plans report full financial statements.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$12.4MSummed across loaded plans$12,434,043
Total reported assets$15.8M$15,761,071
Total reported participants68
Total reported liabilities$3.3M$3,327,028

Reported net position

Reported assets = net assets + liabilities (summed)$15.8M total assets
Net assets$12.4MLiabilities$3.3M
Contributions & income
Employer contributions$770.6K
Participant contributionsNot reported
Total income / additions$805.7K
Expenses & distributions
Benefits paid / distributions$3M
Total expenses$3M
Net increase / (decrease)-$2.2M

Data coverage

Plans with financial statements1 / 1 (100%)
Plans with provider compensation0 / 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.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Swanson & Youngdale Employee Stock Ownership Plan
Participants per plan68Average across loaded plans
Loaded plans1
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Swanson & Youngdale Employee Stock Ownership Plan$15.8M
    Plan #001 · 68 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for S&Y Group, Inc.. Open one for its full reported snapshot.

  1. 2023
    Swanson & Youngdale Employee Stock Ownership Plan68 participants · 2Sch I
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does S&Y Group, Inc. report on Form 5500?
S&Y Group, Inc. (EIN 84-2229083) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for S&Y Group, Inc.?
The Employer Identification Number (EIN) reported for S&Y Group, Inc. is 84-2229083.
What is the latest Form 5500 filing year for S&Y Group, Inc.?
The latest loaded Form 5500 filing year for S&Y Group, Inc. is 2023.

Related Form 5500 pages