Plan5500

Sun Automation Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Sun Automation Inc. (EIN 52-1394629) is a plan sponsor located in Glen Arm, MD with 3 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
52-1394629
Location
Glen Arm, MD
Loaded plans
3
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Sun Automation Inc.

  • 3 loaded plans hold $67M in reported assets.
  • The largest, Sun Automation Inc. Employee Stock Ownership Plan, holds 79% of this company's reported plan assets.
  • Plans cover 464 reported participants.
  • 2 of 3 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$51.1MSummed across loaded plans$51,053,165
Total reported assets$67M$67,040,264
Total reported participants464
Total reported liabilities$16M$15,987,099

Reported net position

Reported assets = net assets + liabilities (summed)$67M total assets
Net assets$51.1MLiabilities$16M
Contributions & income
Employer contributions$1.2M
Participant contributions$870.7K
Total income / additions$14.2M
Expenses & distributions
Benefits paid / distributions$4.5M
Total expenses$4.8M
Net increase / (decrease)$9.4M

Data coverage

Plans with financial statements2 / 3 (67%)
Plans with provider compensation1 / 3 (33%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets79%Sun Automation Inc. Employee Stock Ownership Plan
Participants per plan155Average across loaded plans
Loaded plans3
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Sun Automation Inc. Employee Stock Ownership Plan$53.1M
    Plan #002 · 190 participants · 2023
  2. 2
    Sun Automation Inc. 401(K) Plan$13.9M
    Plan #001 · 147 participants · 2023
  3. 3
    Sun Automation Inc. Welfare Plannot reported in the loaded dataset
    Plan #506 · 127 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Sun Automation Inc.. Open one for its full reported snapshot.

  1. 2023
    Sun Automation Inc. Welfare Plan127 participants · 2No schedules
    View filing →
  2. 2023
    Sun Automation Inc. 401(K) Plan147 participants · 2Sch HSch C
    View filing →
  3. 2023
    Sun Automation Inc. Employee Stock Ownership Plan190 participants · 2Sch H
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Sun Automation Inc. report on Form 5500?
Sun Automation Inc. (EIN 52-1394629) reports 3 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Sun Automation Inc.?
The Employer Identification Number (EIN) reported for Sun Automation Inc. is 52-1394629.
What is the latest Form 5500 filing year for Sun Automation Inc.?
The latest loaded Form 5500 filing year for Sun Automation Inc. is 2023.

Related Form 5500 pages