2023 Form 5500 filing — Sweetser 403(B) Employees Savings 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 20250307140006NAL0019731392001) for Sweetser 403(B) Employees Savings Plan, reported by Sweetser under EIN 01-0211807 and plan number 003. It reports 953 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250307140006NAL0019731392001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Sweetser
- EIN
- 01-0211807
- Plan number
- 003
- Location
- Saco, ME
- Participants
- 953
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $32,638,074
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $32,638,074
- Employer contributions
- $454,210
- Participant contributions
- $1,079,156
- Total income / additions
- $6,073,847
- Benefits paid
- $2,513,970
- Administrative expenses
- $118,013
- Total expenses
- $2,641,354
- Net increase / (decrease)
- $3,432,493
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lincoln National Corporation | SERVICE PROVIDER | $80,466 | $0 |
| Valmark Advisers Inc | CONSULTANT | $25,097 | not reported in the loaded dataset |
| Berry, Dunn Mcneil & Parker | AUDITOR | $12,450 | not reported in the loaded dataset |