2023 Form 5500 filing — Sun Realty Of Nags Head, Inc. 401(K) 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 20240805070009NAL0001769200001) for Sun Realty Of Nags Head, Inc. 401(K) Plan, reported by Sun Realty Of Nags Head, Inc. under EIN 56-1271736 and plan number 001. It reports 227 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$2.2MReported net assets$2,156,835
Participants227
Provider compensation$26.4K2 Schedule C row(s)$26,387
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240805070009NAL0001769200001
- Plan sponsor
- Sun Realty Of Nags Head, Inc.
- EIN
- 56-1271736
- Plan number
- 001
- Location
- Kill Devil Hills, NC
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$2.2M total assets
Net assets$2.2MLiabilities$0
Full reported line items
- Total assets (EOY)
- $2,156,835
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,156,835
- Employer contributions
- $51,109
- Participant contributions
- $264,612
- Total income / additions
- $794,844
- Benefits paid
- $293,473
- Administrative expenses
- $26,874
- Total expenses
- $327,273
- Net increase / (decrease)
- $467,571
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Workplace Services, LLC | PLAN ADMINISTRATOR | $19,462 | $0 |
| Gordon Asset Management LLC | ADVISOR | $6,925 | not reported in the loaded dataset |