Sunshine Ace Hardware, Inc. 401(K) Profit Sharing Plan And Trust — Form 5500 plan (Sunshine Ace Hardware, Inc.)
Plain-English plan 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, Sunshine Ace Hardware, Inc. 401(K) Profit Sharing Plan And Trust is a benefit plan reported by Sunshine Ace Hardware, Inc. under EIN 20-0201457 and plan number 001. The latest loaded filing year is 2023. The filing reports 620 participants and $17,617,994 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Sunshine Ace Hardware, Inc.
- EIN
- 20-0201457
- Plan number
- 001
- Plan type
- 2
- Location
- Bonita Springs, FL
- Latest filing year
- 2023
- Participants
- 620
- End-of-year plan assets
- $17,617,994
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 620 | H, C | 20250107131453NAL0018980290001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $17,617,994
- Total liabilities (EOY)
- $205,802
- Net assets (EOY)
- $17,412,192
- Net assets (BOY)
- $15,261,976
Income & contributions
- Employer contributions
- $552,565
- Participant contributions
- $828,168
- Total contributions
- $1,380,733
- Total income / additions
- $3,774,086
Expenses & distributions
- Benefits paid
- $1,531,501
- Administrative expenses
- $65,586
- Total expenses
- $1,623,870
- Net increase / (decrease)
- $2,150,216
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $51,622 | $0 | 2023 |
| Naples Asset Mgmt Company, LLC | INVESTMENT ADVISOR | $33,679 | not reported in the loaded dataset | 2023 |
| The Aimpoint Group, LLC | TPA | $12,338 | not reported in the loaded dataset | 2023 |
| Kabat Schertzer De La Torre | AUDITOR | $5,197 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Sunshine Ace Hardware, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Bonita Springs, FL
- Empower Annuity Insurance Company — Schedule C compensation
- Naples Asset Mgmt Company, LLC — Schedule C compensation
- The Aimpoint Group, LLC — Schedule C compensation
- Kabat Schertzer De La Torre — Schedule C compensation