Sun Orchard LLC 401(K) Profit Sharing Plan — Form 5500 plan (Sun Orchard 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, Sun Orchard LLC 401(K) Profit Sharing Plan is a benefit plan reported by Sun Orchard LLC under EIN 47-2428513 and plan number 001. The latest loaded filing year is 2023. The filing reports 265 participants and $6,796,271 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Sun Orchard LLC
- EIN
- 47-2428513
- Plan number
- 001
- Plan type
- 2
- Location
- Doral, FL
- Latest filing year
- 2023
- Participants
- 265
- End-of-year plan assets
- $6,796,271
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 265 | H, C | 20250731101345NAL0010253090001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,796,271
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,796,271
- Net assets (BOY)
- $4,950,289
Income & contributions
- Employer contributions
- $361,297
- Participant contributions
- $706,151
- Total contributions
- $1,175,561
- Total income / additions
- $2,470,371
Expenses & distributions
- Benefits paid
- $607,375
- Administrative expenses
- $10,590
- Total expenses
- $624,389
- Net increase / (decrease)
- $1,845,982
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $5,940 | $0 | 2023 |
| Paychex Inc Dba Southeastern Employ | CONTRACT ADMINISTRATOR | $4,650 | not reported in the loaded dataset | 2023 |
| Morning Star Investment Managment L | INV ADV PARTICIPANTS | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Sun Orchard LLC
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Doral, FL
- Principal Life Insurance Company — Schedule C compensation
- Paychex Inc Dba Southeastern Employ — Schedule C compensation
- Morning Star Investment Managment L — Schedule C compensation