2023 Form 5500 filing — Sunenergy1 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 20241015103910NAL0014415971001) for Sunenergy1 LLC 401(K) Plan, reported by Sunenergy1 LLC under EIN 27-1695242 and plan number 001. It reports 145 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)$4.9MReported net assets$4,946,623
Participants145
Provider compensation$39K2 Schedule C row(s)$38,987
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241015103910NAL0014415971001
Plan sponsor
Sunenergy1 LLC
EIN
27-1695242
Plan number
001
Location
Stamford, CT
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
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)$4.9M total assets
Net assets$4.9MLiabilities$0
Money in vs. money out
Total income / additions$1.8M
Total expenses$714.5K
Benefits paid / distributions$695.2K
Contributions
Employer$371.8K
Participant$651.2K
Full reported line items
Total assets (EOY)
$4,946,623
Total liabilities (EOY)
$0
Net assets (EOY)
$4,946,623
Employer contributions
$371,841
Participant contributions
$651,234
Total income / additions
$1,777,562
Benefits paid
$695,159
Administrative expenses
$19,356
Total expenses
$714,515
Net increase / (decrease)
$1,063,047
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    OTHER SERVICES · Direct $0 · Indirect $19.6K
  2. 2
    CONTRACT ADMINISTRATOR · Direct $19.4K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015103910NAL0014415971001 cover?
It is the 2023 Form 5500 filing for Sunenergy1 LLC 401(K) Plan, reported by Sunenergy1 LLC (EIN 27-1695242).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages