2023 Form 5500 filing — Sugaright, LLC 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 20241014133518NAL0046142528001) for Sugaright, LLC 401(K) Plan, reported by Sugaright, LLC under EIN 90-1028455 and plan number 001. It reports 311 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)$8.8MReported net assets$8,806,925
Participants311
Provider compensation$40.4K2 Schedule C row(s)$40,375
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241014133518NAL0046142528001
Plan sponsor
Sugaright, LLC
EIN
90-1028455
Plan number
001
Location
Fairless Hills, PA
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)$8.8M total assets
Net assets$8.8MLiabilities$0
Money in vs. money out
Total income / additions$3.2M
Total expenses$624.4K
Benefits paid / distributions$584K
Contributions
Employer$1.2M
Participant$782.9K
Full reported line items
Total assets (EOY)
$8,806,925
Total liabilities (EOY)
$0
Net assets (EOY)
$8,806,925
Employer contributions
$1,170,720
Participant contributions
$782,908
Total income / additions
$3,157,323
Benefits paid
$584,014
Administrative expenses
$40,375
Total expenses
$624,389
Net increase / (decrease)
$2,532,934

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
The Vanguard Group, Inc.NONE$27,260$0
Aurora Private Wealth IncNONE$13,115not reported in the loaded dataset

Related Form 5500 pages