S&Me, Inc. Employee Stock Ownership Plan — Form 5500 plan (S&Me, Inc.)
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, S&Me, Inc. Employee Stock Ownership Plan is a benefit plan reported by S&Me, Inc. under EIN 56-0791580 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,413 participants and $63,749,171 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- S&Me, Inc.
- EIN
- 56-0791580
- Plan number
- 002
- Plan type
- 2
- Location
- Raleigh, NC
- Latest filing year
- 2023
- Participants
- 1,413
- End-of-year plan assets
- $63,749,171
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,413 | H | 20240723143814NAL0011941985001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $63,749,171
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $63,749,171
- Net assets (BOY)
- $43,182,494
Income & contributions
- Employer contributions
- $3,607,820
- Total contributions
- $3,607,820
- Total income / additions
- $25,134,358
Expenses & distributions
- Benefits paid
- $4,071,850
- Administrative expenses
- $0
- Total expenses
- $4,071,850
- Net increase / (decrease)
- $21,062,508
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.