2023 Form 5500 filing — Sany America, Inc. 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 20241015160040NAL0058593426001) for Sany America, Inc. 401(K) Plan, reported by Sany America, Inc. under EIN 20-5048542 and plan number 001. It reports 369 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)$14.4MReported net assets$14,408,742
Participants369
Provider compensation$30.4K2 Schedule C row(s)$30,410
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241015160040NAL0058593426001
- Plan sponsor
- Sany America, Inc.
- EIN
- 20-5048542
- Plan number
- 001
- Location
- Peachtree City, GA
- 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)$14.4M total assets
Net assets$14.4MLiabilities$0
Full reported line items
- Total assets (EOY)
- $14,408,742
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,408,742
- Employer contributions
- $957,781
- Participant contributions
- $1,834,238
- Total income / additions
- $5,300,409
- Benefits paid
- $1,921,750
- Administrative expenses
- $30,410
- Total expenses
- $1,952,230
- Net increase / (decrease)
- $3,348,179
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Capfinancial Partners LLC | ADVISOR | $25,000 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $5,410 | $0 |