Sweetser 403(B) Employees Savings Plan — Form 5500 plan (Sweetser)
Plain-English plan 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, Sweetser 403(B) Employees Savings Plan is a benefit plan reported by Sweetser under EIN 01-0211807 and plan number 003. The latest loaded filing year is 2023. The filing reports 953 participants and $32,638,074 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Sweetser
- EIN
- 01-0211807
- Plan number
- 003
- Plan type
- 2
- Location
- Saco, ME
- Latest filing year
- 2023
- Participants
- 953
- End-of-year plan assets
- $32,638,074
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 953 | H, C | 20250307140006NAL0019731392001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $32,638,074
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $32,638,074
- Net assets (BOY)
- $29,205,581
Income & contributions
- Employer contributions
- $454,210
- Participant contributions
- $1,079,156
- Total contributions
- $1,951,636
- Total income / additions
- $6,073,847
Expenses & distributions
- Benefits paid
- $2,513,970
- Administrative expenses
- $118,013
- Total expenses
- $2,641,354
- Net increase / (decrease)
- $3,432,493
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Lincoln National Corporation | SERVICE PROVIDER | $80,466 | $0 | 2023 |
| Valmark Advisers Inc | CONSULTANT | $25,097 | not reported in the loaded dataset | 2023 |
| Berry, Dunn Mcneil & Parker | AUDITOR | $12,450 | not reported in the loaded dataset | 2023 |