2023 Form 5500 filing — Sun And Sands Enterprises Profit Sharing And 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 20251006130653NAL0001875059001) for Sun And Sands Enterprises Profit Sharing And 401(K) Plan, reported by Sun And Sands Enterprises, LLC under EIN 33-0249347 and plan number 002. It reports 151 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20251006130653NAL0001875059001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Sun And Sands Enterprises, LLC
- EIN
- 33-0249347
- Plan number
- 002
- Location
- La Quinta, CA
- Participants
- 151
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $13,346,337
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,346,337
- Employer contributions
- $270,893
- Participant contributions
- $637,235
- Total income / additions
- $2,194,061
- Benefits paid
- $233,329
- Administrative expenses
- $79,291
- Total expenses
- $312,620
- Net increase / (decrease)
- $1,881,441
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lincoln National Corporation | SERVICE PROVIDER | $55,211 | $0 |
| Ubs Financial Services, Inc | ADVISOR | $24,080 | not reported in the loaded dataset |