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 Capital Advisors, Lp 401(K) Plan is a benefit plan reported by Sun Capital Advisors, Lp under EIN 65-0624186 and plan number 001. The latest loaded filing year is 2023. The filing reports 144 participants and $18,116,138 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $18,116,138
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $18,116,138
- Net assets (BOY)
- $16,626,129
Income & contributions
- Employer contributions
- $239,289
- Participant contributions
- $1,438,844
- Total contributions
- $1,767,127
- Total income / additions
- $4,599,136
Expenses & distributions
- Benefits paid
- $3,076,066
- Administrative expenses
- $32,510
- Total expenses
- $3,109,127
- Net increase / (decrease)
- $1,490,009