Sugaright, LLC 401(K) Plan — Form 5500 plan (Sugaright, 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, Sugaright, LLC 401(K) Plan is a benefit plan reported by Sugaright, LLC under EIN 90-1028455 and plan number 001. The latest loaded filing year is 2023. The filing reports 311 participants and $8,806,925 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Sugaright, LLC
EIN
90-1028455
Plan number
001
Plan type
2
Location
Fairless Hills, PA
Latest filing year
2023
Participants
311
End-of-year plan assets
$8,806,925

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023311H, C20241014133518NAL0046142528001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$8,806,925
Total liabilities (EOY)
$0
Net assets (EOY)
$8,806,925
Net assets (BOY)
$6,273,991

Income & contributions

Employer contributions
$1,170,720
Participant contributions
$782,908
Total contributions
$1,981,072
Total income / additions
$3,157,323

Expenses & distributions

Benefits paid
$584,014
Administrative expenses
$40,375
Total expenses
$624,389
Net increase / (decrease)
$2,532,934

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
The Vanguard Group, Inc.NONE$27,260$02023
Aurora Private Wealth IncNONE$13,115not reported in the loaded dataset2023

Related Form 5500 pages