Sunesis Construction Company Retirement Savings Plan — Form 5500 plan (Sunesis Construction Company)
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, Sunesis Construction Company Retirement Savings Plan is a benefit plan reported by Sunesis Construction Company under EIN 31-1323837 and plan number 001. The latest loaded filing year is 2023. The filing reports 260 participants and $24,583,058 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Sunesis Construction Company
- EIN
- 31-1323837
- Plan number
- 001
- Plan type
- 2
- Location
- West Chester, OH
- Latest filing year
- 2023
- Participants
- 260
- End-of-year plan assets
- $24,583,058
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 260 | H, C | 20241014115849NAL0026091265001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $24,583,058
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $24,583,058
- Net assets (BOY)
- $20,097,652
Income & contributions
- Employer contributions
- $1,729,424
- Participant contributions
- $470,743
- Total contributions
- $2,899,035
- Total income / additions
- $6,769,486
Expenses & distributions
- Benefits paid
- $2,137,552
- Administrative expenses
- $146,528
- Total expenses
- $2,284,080
- Net increase / (decrease)
- $4,485,406
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Pension Corporation Of America | NONE | $87,498 | not reported in the loaded dataset | 2023 |
| Pca Investment Advisory Services | NONE | $50,922 | not reported in the loaded dataset | 2023 |
| Charles Schwab Trust Bank | NONE | $8,108 | $1,280 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Sunesis Construction Company
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in West Chester, OH
- Pension Corporation Of America — Schedule C compensation
- Pca Investment Advisory Services — Schedule C compensation
- Charles Schwab Trust Bank — Schedule C compensation