First Sun Management Corporation — 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, First Sun Management Corporation (EIN 57-0892447) is a plan sponsor located in Piedmont, SC with 1 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
57-0892447
Location
Piedmont, SC
Loaded plans
1
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$723,189
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$723,189

Contributions & income

Employer contributions
$21,794
Participant contributions
$112,324
Total income / additions
$234,920

Expenses & distributions

Benefits paid / distributions
$69,569
Total expenses
$73,289
Net increase / (decrease)
$161,631

Coverage

Total reported participants
328
Plans with financial statements
1
Plans with provider compensation
1

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.

Largest loaded plans by reported assets

First Sun Management Corporation plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
First Sun Management Corporation 401(K) Retirement Plan001328$723,1892023

Search all 1 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for First Sun Management Corporation
YearPlanParticipantsSchedulesFiling
2023First Sun Management Corporation 401(K) Retirement Plan328H, C20240830094355NAL0008294227001

Related Form 5500 pages