2023 Form 5500 filing — Sunshine Ace Hardware, Inc. 401(K) Profit Sharing Plan And 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 20250107131453NAL0018980290001) for Sunshine Ace Hardware, Inc. 401(K) Profit Sharing Plan And Trust, reported by Sunshine Ace Hardware, Inc. under EIN 20-0201457 and plan number 001. It reports 620 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250107131453NAL0018980290001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Sunshine Ace Hardware, Inc.
- EIN
- 20-0201457
- Plan number
- 001
- Location
- Bonita Springs, FL
- Participants
- 620
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $17,617,994
- Total liabilities (EOY)
- $205,802
- Net assets (EOY)
- $17,412,192
- Employer contributions
- $552,565
- Participant contributions
- $828,168
- Total income / additions
- $3,774,086
- Benefits paid
- $1,531,501
- Administrative expenses
- $65,586
- Total expenses
- $1,623,870
- Net increase / (decrease)
- $2,150,216
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $51,622 | $0 |
| Naples Asset Mgmt Company, LLC | INVESTMENT ADVISOR | $33,679 | not reported in the loaded dataset |
| The Aimpoint Group, LLC | TPA | $12,338 | not reported in the loaded dataset |
| Kabat Schertzer De La Torre | AUDITOR | $5,197 | not reported in the loaded dataset |