2023 Form 5500 filing — Sweet Candy Company Retirement 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 20240930113312NAL0010069424001) for Sweet Candy Company Retirement Plan, reported by Sweet Candy Company under EIN 87-0182370 and plan number 002. It reports 202 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$18.2MReported net assets$18,192,755
Participants202
Provider compensation$64.7K3 Schedule C row(s)$64,738
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240930113312NAL0010069424001
Plan sponsor
Sweet Candy Company
EIN
87-0182370
Plan number
002
Location
Salt Lake City, UT
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$18.2M total assets
Net assets$18.2MLiabilities$0
Money in vs. money out
Total income / additions$4.1M
Total expenses$1M
Benefits paid / distributions$969.2K
Contributions
Employer$744.6K
Participant$733.9K
Full reported line items
Total assets (EOY)
$18,192,755
Total liabilities (EOY)
$0
Net assets (EOY)
$18,192,755
Employer contributions
$744,629
Participant contributions
$733,871
Total income / additions
$4,138,716
Benefits paid
$969,198
Administrative expenses
$64,738
Total expenses
$1,035,410
Net increase / (decrease)
$3,103,306
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    RECORDKEEPER · Direct $29.9K · Indirect $0
  2. 2
    INVESTMENT ADVISOR · Direct $27.7K
  3. 3
    INVESTMENT MGMT · Direct $7.1K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240930113312NAL0010069424001 cover?
It is the 2023 Form 5500 filing for Sweet Candy Company Retirement Plan, reported by Sweet Candy Company (EIN 87-0182370).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages