Sunstates Security Retirement Savings Plan — Form 5500 plan (Sunstates Security, 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, Sunstates Security Retirement Savings Plan is a benefit plan reported by Sunstates Security, LLC under EIN 56-2053968 and plan number 002. The latest loaded filing year is 2023. The filing reports 2,869 participants and $5,493,450 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Sunstates Security, LLC
- EIN
- 56-2053968
- Plan number
- 002
- Plan type
- 2
- Location
- Raleigh, NC
- Latest filing year
- 2023
- Participants
- 2,869
- End-of-year plan assets
- $5,493,450
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,869 | H, C | 20241009062018NAL0037082994001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,493,450
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,493,450
- Net assets (BOY)
- $3,505,777
Income & contributions
- Employer contributions
- $208,511
- Participant contributions
- $1,020,868
- Total contributions
- $1,879,632
- Total income / additions
- $2,632,953
Expenses & distributions
- Benefits paid
- $623,112
- Administrative expenses
- $21,654
- Total expenses
- $645,280
- Net increase / (decrease)
- $1,987,673
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Ins Co | RECORD KEEPER | $13,724 | $0 | 2023 |
| Ascensus Holdings,Inc Dba Futurepla | CONTRACT ADMIN | $9,374 | $4,331 | 2023 |
| Mma Securities LLC | INVESTMENT ADVISOR | $10,085 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $4,789 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Sunstates Security, LLC
- 2023 Form 5500 filing
- Form 5500 filings in NC
- 401(k) and benefit plan filings in Raleigh, NC
- Empower Annuity Ins Co — Schedule C compensation
- Ascensus Holdings,Inc Dba Futurepla — Schedule C compensation
- Mma Securities LLC — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation