2023 Form 5500 filing — Sunbury Motor Company 401(K) Retirement Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240724134833NAL0013059425001) for Sunbury Motor Company 401(K) Retirement Plan, reported by Sunbury Motor Company under EIN 23-1657268 and plan number 001. It reports 163 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240724134833NAL0013059425001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Sunbury Motor Company
- EIN
- 23-1657268
- Plan number
- 001
- Location
- Sunbury, PA
- Participants
- 163
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $12,210,418
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,210,418
- Employer contributions
- $228,552
- Participant contributions
- $442,704
- Total income / additions
- $2,088,828
- Benefits paid
- $1,004,112
- Administrative expenses
- $47,645
- Total expenses
- $1,051,757
- Net increase / (decrease)
- $1,037,071
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $46,254 | $0 |
| Sa Stone Wealth Management Inc. | OTHER SERVICES | $0 | $19,292 |
| Valley Forge Pension Management | CONTRACT ADMINISTRATOR | $1,391 | $3,857 |