2023 Form 5500 filing — Sweetgreen, Inc. 401(K) 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 20241015114930NAL0014525939001) for Sweetgreen, Inc. 401(K) Plan, reported by Sweetgreen, Inc. under EIN 27-1159215 and plan number 001. It reports 4,839 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)$23.9MReported net assets$23,947,490
Participants4.8K4,839
Provider compensation$126.7K5 Schedule C row(s)$126,685
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241015114930NAL0014525939001
- Plan sponsor
- Sweetgreen, Inc.
- EIN
- 27-1159215
- Plan number
- 001
- Location
- Los Angeles, CA
- Received date
- not reported in the loaded dataset
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)$23.9M total assets
Net assets$23.9MLiabilities$0
Full reported line items
- Total assets (EOY)
- $23,947,490
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $23,947,490
- Employer contributions
- $39,640
- Participant contributions
- $5,250,899
- Total income / additions
- $9,407,452
- Benefits paid
- $2,978,191
- Administrative expenses
- $126,685
- Total expenses
- $3,127,722
- Net increase / (decrease)
- $6,279,730
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Regatta Capital Group LLC | INVESTMENT ADVISOR | $58,604 | not reported in the loaded dataset |
| Sweetgreen Inc | OTHER | $45,521 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $18,765 | not reported in the loaded dataset |
| Beach Freeman Lim & Cleland Llp | AUDITOR | $3,795 | not reported in the loaded dataset |
| Empower Annuity Insurance Company O | RECORDKEEPER | $0 | $0 |