2023 Form 5500 filing — Sunshine Quality Solutions 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 20241015155213NAL0015010595001) for Sunshine Quality Solutions 401(K) Plan, reported by Sunshine Quality Solutions, LLC under EIN 81-3679943 and plan number 001. It reports 362 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015155213NAL0015010595001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Sunshine Quality Solutions, LLC
- EIN
- 81-3679943
- Plan number
- 001
- Location
- Donaldsonville, LA
- Participants
- 362
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $16,170,498
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $16,170,498
- Employer contributions
- $433,252
- Participant contributions
- $1,072,786
- Total income / additions
- $3,656,077
- Benefits paid
- $1,449,375
- Administrative expenses
- $113,908
- Total expenses
- $1,565,227
- Net increase / (decrease)
- $2,090,850
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nationwide | RECORDKEEPER | $96,611 | not reported in the loaded dataset |
| Second Line Capital LLC | INVESTMENT ADVISOR | $27,761 | not reported in the loaded dataset |
| Advisor Resource Council | INVESTMENT ADVISOR | $17,618 | not reported in the loaded dataset |
| Retirement Strategies Group, LLC | THIRD PARTY ADMIN. | $0 | $7,505 |
| Retirement Strategies Group, LLC | TPA | $5,351 | not reported in the loaded dataset |