2023 Form 5500 filing — Sun Commodities 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 20241121122223NAL0000538881001) for Sun Commodities 401(K) Plan, reported by Sun Commodities, Inc. under EIN 65-0805348 and plan number 001. It reports 484 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241121122223NAL0000538881001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Sun Commodities, Inc.
- EIN
- 65-0805348
- Plan number
- 001
- Location
- Pompano Beach, FL
- Participants
- 484
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,915,039
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,915,039
- Employer contributions
- $558,226
- Participant contributions
- $1,112,946
- Total income / additions
- $2,953,883
- Benefits paid
- $1,308,479
- Administrative expenses
- $27,315
- Total expenses
- $1,342,968
- Net increase / (decrease)
- $1,610,915
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Aig Sun America Life Assurance Comp | INVESTMENT MANAGEMENT | $0 | $28,031 |
| Adp, Inc. | RECORD KEEPER | $27,314 | $0 |