2023 Form 5500 filing — S&Me, Inc. Employee Stock Ownership Plan

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240723143814NAL0011941985001) for S&Me, Inc. Employee Stock Ownership Plan, reported by S&Me, Inc. under EIN 56-0791580 and plan number 002. It reports 1,413 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).

EFAST2 acknowledgement
20240723143814NAL0011941985001
Filing year
2023
Form type
2
Plan sponsor
S&Me, Inc.
EIN
56-0791580
Plan number
002
Location
Raleigh, NC
Participants
1,413
Schedules available
Schedule H
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$63,749,171
Total liabilities (EOY)
$0
Net assets (EOY)
$63,749,171
Employer contributions
$3,607,820
Total income / additions
$25,134,358
Benefits paid
$4,071,850
Administrative expenses
$0
Total expenses
$4,071,850
Net increase / (decrease)
$21,062,508
Schedule source
Schedule H

Related Form 5500 pages