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RICHARD H SWEETMAN IV 401 K PROFIT SHARING PLAN TRUST 401k Plan overview

Plan NameRICHARD H SWEETMAN IV 401 K PROFIT SHARING PLAN TRUST
Plan identification number 001

RICHARD H SWEETMAN IV 401 K PROFIT SHARING PLAN TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

RICHARD H SWEETMAN IV has sponsored the creation of one or more 401k plans.

Company Name:RICHARD H SWEETMAN IV
Employer identification number (EIN):262863394
NAIC Classification:541219
NAIC Description:Other Accounting Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RICHARD H SWEETMAN IV 401 K PROFIT SHARING PLAN TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01RICH SWEETMAN2024-07-12
0012022-01-01RICH SWEETMAN2023-07-19
0012021-01-01RICH SWEETMAN2022-05-19
0012020-01-01RICH SWEETMAN2021-10-05
0012019-01-01RICHARD H SWEETMAN2020-07-17
0012018-01-01RICHARD H SWEETMAN2019-07-12
0012017-01-01RICHARD H SWEETMAN2018-06-13
0012016-01-01RICHARD SWEETMAN2017-09-15
0012015-01-01RICHARD H SWEETMAN2016-06-30
0012014-01-01RICHARD H. SWEETMAN2015-07-10
0012013-01-01RICHARD H SWEETMAN IV2014-07-24
0012012-01-01RICHARD H SWEETMAN IV2013-07-24
0012011-01-01RICHARD H SWEETMAN IV2012-08-03

Plan Statistics for RICHARD H SWEETMAN IV 401 K PROFIT SHARING PLAN TRUST

401k plan membership statisitcs for RICHARD H SWEETMAN IV 401 K PROFIT SHARING PLAN TRUST

Measure Date Value
2025: RICHARD H SWEETMAN IV 401 K PROFIT SHARING PLAN TRUST 2025 401k membership
Total number of particpants at beginning of year2025-07-216
Total number of particpants at end of year2025-07-216
Number of Participants With Account Balances2025-07-216
2024: RICHARD H SWEETMAN IV 401 K PROFIT SHARING PLAN TRUST 2024 401k membership
Total number of particpants at beginning of year2024-07-126
Total number of particpants at end of year2024-07-126
Number of Participants With Account Balances2024-07-126
2022: RICHARD H SWEETMAN IV 401 K PROFIT SHARING PLAN TRUST 2022 401k membership
Total number of particpants at beginning of year2022-05-196
Total number of particpants at end of year2022-05-196
Number of Participants With Account Balances2022-05-196

Financial Data on RICHARD H SWEETMAN IV 401 K PROFIT SHARING PLAN TRUST

Measure Date Value
2025 : RICHARD H SWEETMAN IV 401 K PROFIT SHARING PLAN TRUST 2025 401k financial data
Total transfers to/from plan in this plan year2025-07-210
Total liabilities as of the end of the plan year2025-07-210
Total liabilities as of the beginning of the plan year2025-07-210
Total expenses incurred by plan in this plan year2025-07-21120
Net assets as of the end of the plan year2025-07-211526936
Total assets as of the beginning of the plan year2025-07-211204460
Value of plan covered by a fidelity bond2025-07-21120446
Participant contributions to plan in this plan year2025-07-2163774
Other expenses paid from plan in this plan year2025-07-210
Other contributions to plan in this plan year2025-07-210
Other income to plan in this plan year2025-07-21231776
Plan net income in this plan year2025-07-21322476
Net assets as of the end of the plan year2025-07-211526936
Net assets as of the beginning of the plan year2025-07-211204460
Employer contributions to plan in this plan year2025-07-2127046
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-21120
2024 : RICHARD H SWEETMAN IV 401 K PROFIT SHARING PLAN TRUST 2024 401k financial data
Total transfers to/from plan in this plan year2024-07-120
Total liabilities as of the end of the plan year2024-07-120
Total liabilities as of the beginning of the plan year2024-07-120
Total expenses incurred by plan in this plan year2024-07-12668728
Net assets as of the end of the plan year2024-07-121204460
Total assets as of the beginning of the plan year2024-07-121439588
Value of plan covered by a fidelity bond2024-07-12143959
Participant contributions to plan in this plan year2024-07-1275136
Other expenses paid from plan in this plan year2024-07-120
Other contributions to plan in this plan year2024-07-120
Other income to plan in this plan year2024-07-12331519
Plan net income in this plan year2024-07-12-235128
Net assets as of the end of the plan year2024-07-121204460
Net assets as of the beginning of the plan year2024-07-121439588
Employer contributions to plan in this plan year2024-07-1226945
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-12195
2022 : RICHARD H SWEETMAN IV 401 K PROFIT SHARING PLAN TRUST 2022 401k financial data
Total transfers to/from plan in this plan year2022-05-190
Total liabilities as of the end of the plan year2022-05-190
Total liabilities as of the beginning of the plan year2022-05-190
Total expenses incurred by plan in this plan year2022-05-19120
Net assets as of the end of the plan year2022-05-191736021
Total assets as of the beginning of the plan year2022-05-191371046
Value of plan covered by a fidelity bond2022-05-19137105
Participant contributions to plan in this plan year2022-05-1963464
Other expenses paid from plan in this plan year2022-05-190
Other contributions to plan in this plan year2022-05-190
Other income to plan in this plan year2022-05-19276832
Plan net income in this plan year2022-05-19364975
Net assets as of the end of the plan year2022-05-191736021
Net assets as of the beginning of the plan year2022-05-191371046
Employer contributions to plan in this plan year2022-05-1924799
Expensese paid to adminstrative service provicers from plan in this plan year2022-05-19120

Potentially related plans

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