E.A. Sween Company Employee Retirement Plan — Form 5500 plan (E.A. Sween Company)

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, E.A. Sween Company Employee Retirement Plan is a benefit plan reported by E.A. Sween Company under EIN 41-0878603 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,143 participants and $43,011,710 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
E.A. Sween Company
EIN
41-0878603
Plan number
001
Plan type
2
Location
Eden Prairie, MN
Latest filing year
2023
Participants
1,143
End-of-year plan assets
$43,011,710

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,143H, C20240731115333NAL0036447184001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$43,011,710
Total liabilities (EOY)
$0
Net assets (EOY)
$43,011,710
Net assets (BOY)
$37,147,621

Income & contributions

Employer contributions
$1,689,966
Participant contributions
$3,302,173
Total contributions
$5,451,033
Total income / additions
$11,842,144

Expenses & distributions

Benefits paid
$5,831,846
Administrative expenses
$146,209
Total expenses
$5,978,055
Net increase / (decrease)
$5,864,089

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$100,419$02023
Nfp RetirementCONTRACT ADMINISTRATOR$45,790not reported in the loaded dataset2023

Related Form 5500 pages