Sweetwater 401(K) And Profit Sharing Plan — Form 5500 plan (Sweetwater Sound, LLC)
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, Sweetwater 401(K) And Profit Sharing Plan is a benefit plan reported by Sweetwater Sound, LLC under EIN 35-2023299 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,663 participants and $84,321,683 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Sweetwater Sound, LLC
- EIN
- 35-2023299
- Plan number
- 001
- Plan type
- 2
- Location
- Fort Wayne, IN
- Latest filing year
- 2023
- Participants
- 2,663
- End-of-year plan assets
- $84,321,683
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,663 | H, C | 20241008154536NAL0017910737001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $84,321,683
- Total liabilities (EOY)
- $38,164
- Net assets (EOY)
- $84,283,519
- Net assets (BOY)
- $64,109,114
Income & contributions
- Employer contributions
- $3,488,227
- Participant contributions
- $9,827,005
- Total contributions
- $14,650,643
- Total income / additions
- $27,734,927
Expenses & distributions
- Benefits paid
- $7,212,058
- Administrative expenses
- $240,986
- Total expenses
- $7,560,522
- Net increase / (decrease)
- $20,174,405
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $159,512 | $0 | 2023 |
| Merrill Lynch, Pierce, Fenner & Sm | INVESTMENT ADVISOR | $64,000 | not reported in the loaded dataset | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $17,474 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Sweetwater Sound, LLC
- 2023 Form 5500 filing
- Form 5500 filings in IN
- 401(k) and benefit plan filings in Fort Wayne, IN
- Fidelity Investments Institutional — Schedule C compensation
- Merrill Lynch, Pierce, Fenner & Sm — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation