Sunstream Hotels & Resorts Retirement Plan — Form 5500 plan (Sunstream Hotels & Resorts, 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, Sunstream Hotels & Resorts Retirement Plan is a benefit plan reported by Sunstream Hotels & Resorts, LLC under EIN 46-5330064 and plan number 001. The latest loaded filing year is 2023. The filing reports 130 participants and $5,561,639 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Sunstream Hotels & Resorts, LLC
- EIN
- 46-5330064
- Plan number
- 001
- Plan type
- 3
- Location
- Fort Myers Beach, FL
- Latest filing year
- 2023
- Participants
- 130
- End-of-year plan assets
- $5,561,639
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 130 | I, C | 20241009102953NAL0018163697001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $5,561,639
- Total liabilities (EOY)
- $906
- Net assets (EOY)
- $5,560,733
- Net assets (BOY)
- $6,450,620
Income & contributions
- Employer contributions
- $103,621
- Participant contributions
- $199,753
- Total income / additions
- $1,157,808
Expenses & distributions
- Benefits paid
- $2,017,273
- Total expenses
- $2,047,695
- Net increase / (decrease)
- -$889,887
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Bks Financial Investments LLC | NONE | $15,622 | not reported in the loaded dataset | 2023 |
| Ameritas Life Insurance Corp | NONE | $13,679 | not reported in the loaded dataset | 2023 |
| Charles Schwab Bank | NONE | $1,427 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Sunstream Hotels & Resorts, LLC
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Fort Myers Beach, FL
- Bks Financial Investments LLC — Schedule C compensation
- Ameritas Life Insurance Corp — Schedule C compensation
- Charles Schwab Bank — Schedule C compensation