Sunstate Equipment Co., LLC Retirement Savings Plan And Trust — Form 5500 plan (Sunstate Equipment Co., 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, Sunstate Equipment Co., LLC Retirement Savings Plan And Trust is a benefit plan reported by Sunstate Equipment Co., LLC under EIN 86-0810251 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,561 participants and $138,904,549 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Sunstate Equipment Co., LLC
- EIN
- 86-0810251
- Plan number
- 001
- Plan type
- 2
- Location
- Phoenix, AZ
- Latest filing year
- 2023
- Participants
- 2,561
- End-of-year plan assets
- $138,904,549
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,561 | H, C | 20241010111614NAL0020881137005 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $138,904,549
- Net assets (EOY)
- $138,904,549
- Net assets (BOY)
- $112,136,725
Income & contributions
- Employer contributions
- $4,416,987
- Participant contributions
- $12,809,826
- Total contributions
- $18,783,692
- Total income / additions
- $38,355,198
Expenses & distributions
- Benefits paid
- $11,359,870
- Administrative expenses
- $227,504
- Total expenses
- $11,587,374
- Net increase / (decrease)
- $26,767,824
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Retirement Solutions | RECORD KEEPER | $184,725 | $0 | 2023 |
| Nepc, LLC | INVESTMENT ADVISOR | $18,881 | not reported in the loaded dataset | 2023 |
| Lbmc Pc | AUDITOR | $15,900 | not reported in the loaded dataset | 2023 |
| Epstein Becker & Green Pc | LEGAL | $7,998 | not reported in the loaded dataset | 2023 |
| National Financial Services | SECURITIES BROKER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Sunstate Equipment Co., LLC
- 2023 Form 5500 filing
- Form 5500 filings in AZ
- 401(k) and benefit plan filings in Phoenix, AZ
- Transamerica Retirement Solutions — Schedule C compensation
- Nepc, LLC — Schedule C compensation
- Lbmc Pc — Schedule C compensation
- Epstein Becker & Green Pc — Schedule C compensation
- National Financial Services — Schedule C compensation