Sunkist Investment Trust — Form 5500 plan (Sunkist Retirement Board)
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, Sunkist Investment Trust is a benefit plan reported by Sunkist Retirement Board under EIN 46-7127838 and plan number 001. The latest loaded filing year is 2023. The filing reports not reported in the loaded dataset participants and $82,067,000 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Sunkist Retirement Board
- EIN
- 46-7127838
- Plan number
- 001
- Plan type
- 4
- Location
- Valencia, CA
- Latest filing year
- 2023
- Participants
- not reported in the loaded dataset
- End-of-year plan assets
- $82,067,000
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | not reported in the loaded dataset | H, C | 20241014153321NAL0026583713003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $82,067,000
- Total liabilities (EOY)
- $1,306,000
- Net assets (EOY)
- $80,761,000
- Net assets (BOY)
- $114,760,000
Income & contributions
- Total income / additions
- $5,999,000
Expenses & distributions
- Administrative expenses
- $126,000
- Total expenses
- $126,000
- Net increase / (decrease)
- $5,873,000
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Income Research + Management | NONE | $72,230 | not reported in the loaded dataset | 2023 |
| U.S. Bank National Association | NONE | $23,192 | not reported in the loaded dataset | 2023 |
| Ryan LLC | NONE | $21,500 | not reported in the loaded dataset | 2023 |
| Hutchinson And Bloodgood Llp | NONE | $7,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Sunkist Retirement Board
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Valencia, CA
- Income Research + Management — Schedule C compensation
- U.S. Bank National Association — Schedule C compensation
- Ryan LLC — Schedule C compensation
- Hutchinson And Bloodgood Llp — Schedule C compensation