2023 Form 5500 filing — R.E. Sweeney Company, Inc. Stock Bonus Profit Sharing Plan And Trust
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 20250514124933NAL0012809555001) for R.E. Sweeney Company, Inc. Stock Bonus Profit Sharing Plan And Trust, reported by R.E. Sweeney Company, Inc. under EIN 75-1037451 and plan number 003. It reports 260 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250514124933NAL0012809555001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- R.E. Sweeney Company, Inc.
- EIN
- 75-1037451
- Plan number
- 003
- Location
- Fort Worth, TX
- Participants
- 260
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $19,499,260
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $19,499,260
- Employer contributions
- $1,300,000
- Total income / additions
- $1,736,882
- Benefits paid
- $1,431,960
- Administrative expenses
- $20,000
- Total expenses
- $1,451,960
- Net increase / (decrease)
- $284,922
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Weaver Llp | CPA | $15,450 | not reported in the loaded dataset |
| George Valuation Advisors, Inc. | APPRAISAL | $4,550 | not reported in the loaded dataset |