2023 Form 5500 filing — Sun Fiber, LLC Retirement Savings 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 20240924145406NAL0017729168002) for Sun Fiber, LLC Retirement Savings Plan, reported by Sun Fiber, LLC under EIN 90-0997916 and plan number 001. It reports 376 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)$2MReported net assets$1,950,222

Participants376

Provider compensation$16.2K2 Schedule C row(s)$16,221

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20240924145406NAL0017729168002
Plan sponsor: Sun Fiber, LLC
EIN: 90-0997916
Plan number: 001
Location: Richburg, SC
Received date: not reported in the loaded dataset

How to read this filing

This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
Schedule chips (Sch H / I / C) show which schedules this filing includes.
Net assets = total assets minus total liabilities (Schedule H/I).
Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
For the plan's full history, open the plan profile.

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)$2M total assets

Net assets$2MLiabilities—

Money in vs. money out

Total income / additions$696.4K

Total expenses$139.7K

Benefits paid / distributions$104.9K

Contributions

Employer$122.6K

Participant$270.5K

Full reported line items

Total assets (EOY): $1,950,222
Net assets (EOY): $1,950,222
Employer contributions: $122,632
Participant contributions: $270,500
Total income / additions: $696,383
Benefits paid: $104,851
Administrative expenses: $34,867
Total expenses: $139,718
Net increase / (decrease): $556,665

Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

1
Merrill Lynch Pierce Fenner$11K
INVESTMENT ADVISOR · Direct $11K · Indirect $0
2
Nova 401(K) Associates$5.2K
THIRD PARTY ADMINSTRATOR · Direct $4.5K · Indirect $766

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240924145406NAL0017729168002 cover?: It is the 2023 Form 5500 filing for Sun Fiber, LLC Retirement Savings Plan, reported by Sun Fiber, LLC (EIN 90-0997916).
Which Form 5500 schedules are attached to this 2023 filing?: Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).