2023 Form 5500 filing — Sun Capital Advisors, Lp 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 20241011095234NAL0021625697001) for Sun Capital Advisors, Lp 401(K) Plan, reported by Sun Capital Advisors, Lp under EIN 65-0624186 and plan number 001. It reports 144 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011095234NAL0021625697001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Sun Capital Advisors, Lp
- EIN
- 65-0624186
- Plan number
- 001
- Location
- Boca Raton, FL
- Participants
- 144
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $18,116,138
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $18,116,138
- Employer contributions
- $239,289
- Participant contributions
- $1,438,844
- Total income / additions
- $4,599,136
- Benefits paid
- $3,076,066
- Administrative expenses
- $32,510
- Total expenses
- $3,109,127
- Net increase / (decrease)
- $1,490,009
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $16,577 | $0 |
| Mercer Investment Management Inc | ADVISOR | $15,000 | not reported in the loaded dataset |