Sak 401(K) Plan — Form 5500 plan (Sunlight Peak, Lllp Dba Sak LLC)

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, Sak 401(K) Plan is a benefit plan reported by Sunlight Peak, Lllp Dba Sak LLC under EIN 20-5934837 and plan number 001. The latest loaded filing year is 2023. The filing reports 536 participants and $32,840,108 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Sunlight Peak, Lllp Dba Sak LLC
EIN
20-5934837
Plan number
001
Plan type
2
Location
Ofallon, MO
Latest filing year
2023
Participants
536
End-of-year plan assets
$32,840,108

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023536H, C20240919111012NAL0005858305001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$32,840,108
Total liabilities (EOY)
$0
Net assets (EOY)
$32,840,108
Net assets (BOY)
$25,488,247

Income & contributions

Employer contributions
$1,361,889
Participant contributions
$2,739,143
Total contributions
$4,115,718
Total income / additions
$8,597,262

Expenses & distributions

Benefits paid
$1,236,169
Administrative expenses
$6,866
Total expenses
$1,245,401
Net increase / (decrease)
$7,351,861

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Merrill Lynch, Pierce, Fenner And SRECORDKEEPER$6,866$02023

Related Form 5500 pages