Sunnen Employees' Retirement Plan — Form 5500 plan (Sunnen Products 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, Sunnen Employees' Retirement Plan is a benefit plan reported by Sunnen Products Company under EIN 43-0543500 and plan number 002. The latest loaded filing year is 2023. The filing reports 559 participants and $98,148,653 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Sunnen Products Company
- EIN
- 43-0543500
- Plan number
- 002
- Plan type
- 2
- Location
- St. Louis, MO
- Latest filing year
- 2023
- Participants
- 559
- End-of-year plan assets
- $98,148,653
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 559 | H, C | 20241007111948NAL0015984929001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $98,148,653
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $98,148,653
- Net assets (BOY)
- $91,454,965
Income & contributions
- Employer contributions
- $691,230
- Participant contributions
- $2,297,739
- Total contributions
- $3,071,796
- Total income / additions
- $17,022,171
Expenses & distributions
- Benefits paid
- $10,190,759
- Administrative expenses
- $137,724
- Total expenses
- $10,328,483
- Net increase / (decrease)
- $6,693,688
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Moneta Group | CONSULTANT | $75,000 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $52,215 | $0 | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $10,509 | not reported in the loaded dataset | 2023 |