How many benefit plans does Sweeney Conrad, P.S. report on Form 5500?

Sweeney Conrad, P.S. (EIN 91-1301672) reports 2 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Sweeney Conrad, P.S.?

The Employer Identification Number (EIN) reported for Sweeney Conrad, P.S. is 91-1301672.

What is the latest Form 5500 filing year for Sweeney Conrad, P.S.?

The latest loaded Form 5500 filing year for Sweeney Conrad, P.S. is 2023.

Sweeney Conrad, P.S. — 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, Sweeney Conrad, P.S. (EIN 91-1301672) is a plan sponsor located in Kirkland, WA 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: 91-1301672
Location: Kirkland, WA
Loaded plans: 2
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $28,314,904
Total reported net assets (EOY): $28,314,904

Contributions & income

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

Expenses & distributions

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

Coverage

Total reported participants: 242
Plans with financial statements: 1
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

Sweeney Conrad, P.S. plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
Sweeney Conrad, P.S. 401(K) Savings Plan	008	137	$28,314,904	2023
Sweeney Conrad, P.S. Welfare Benefits Plan	501	105	not reported in the loaded dataset	2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Sweeney Conrad, P.S.
Year	Plan	Participants	Schedules	Filing
2023	Sweeney Conrad, P.S. Welfare Benefits Plan	105	—	20240525113954NAL0007775889001
2023	Sweeney Conrad, P.S. 401(K) Savings Plan	137	H, C	20240921102002NAL0008808209001