2023 Form 5500 filing — Sunkist Investment Trust
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 20241014153321NAL0026583713003) for Sunkist Investment Trust, reported by Sunkist Retirement Board under EIN 46-7127838 and plan number 001. It reports not reported in the loaded dataset participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014153321NAL0026583713003
- Filing year
- 2023
- Form type
- 4
- Plan sponsor
- Sunkist Retirement Board
- EIN
- 46-7127838
- Plan number
- 001
- Location
- Valencia, CA
- Participants
- not reported in the loaded dataset
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $82,067,000
- Total liabilities (EOY)
- $1,306,000
- Net assets (EOY)
- $80,761,000
- Total income / additions
- $5,999,000
- Administrative expenses
- $126,000
- Total expenses
- $126,000
- Net increase / (decrease)
- $5,873,000
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Income Research + Management | NONE | $72,230 | not reported in the loaded dataset |
| U.S. Bank National Association | NONE | $23,192 | not reported in the loaded dataset |
| Ryan LLC | NONE | $21,500 | not reported in the loaded dataset |
| Hutchinson And Bloodgood Llp | NONE | $7,000 | not reported in the loaded dataset |