2023 Form 5500 filing — Sunshine, Sachs & Associates Profit Sharing 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 20241013085346NAL0013959219001) for Sunshine, Sachs & Associates Profit Sharing Plan, reported by Sunshine, Sachs & Associates under EIN 20-8847482 and plan number 001. It reports 439 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241013085346NAL0013959219001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Sunshine, Sachs & Associates
- EIN
- 20-8847482
- Plan number
- 001
- Location
- New York, NY
- Participants
- 439
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $14,132,553
- Net assets (EOY)
- $14,132,553
- Employer contributions
- $674,702
- Participant contributions
- $1,310,358
- Total income / additions
- $3,924,758
- Benefits paid
- $646,572
- Administrative expenses
- $66,222
- Total expenses
- $712,794
- Net increase / (decrease)
- $3,211,964
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ubs Financial Serices Inc. | INVESTMENT ADVISOR | $29,705 | not reported in the loaded dataset |
| Arnold Warshavchik | CONTRACT ADMIN | not reported in the loaded dataset | $5,755 |