2023 Form 5500 filing — Sunesis Construction Company 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 20241014115849NAL0026091265001) for Sunesis Construction Company Retirement Savings Plan, reported by Sunesis Construction Company under EIN 31-1323837 and plan number 001. It reports 260 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014115849NAL0026091265001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Sunesis Construction Company
- EIN
- 31-1323837
- Plan number
- 001
- Location
- West Chester, OH
- Participants
- 260
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $24,583,058
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $24,583,058
- Employer contributions
- $1,729,424
- Participant contributions
- $470,743
- Total income / additions
- $6,769,486
- Benefits paid
- $2,137,552
- Administrative expenses
- $146,528
- Total expenses
- $2,284,080
- Net increase / (decrease)
- $4,485,406
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Pension Corporation Of America | NONE | $87,498 | not reported in the loaded dataset |
| Pca Investment Advisory Services | NONE | $50,922 | not reported in the loaded dataset |
| Charles Schwab Trust Bank | NONE | $8,108 | $1,280 |