Plan5500

Sunlight Financial Holdings, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Sunlight Financial Holdings, Inc. (EIN 46-5653713) is a plan sponsor located in New York, NY with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
46-5653713
Location
New York, NY
Loaded plans
3
Latest filing year
2023
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$6.8MSummed across loaded plans$6,796,650
Total reported assets$6.9M$6,873,356
Total reported participants812
Total reported liabilities$76.7K$76,706

Reported net position

Reported assets = net assets + liabilities (summed)$6.9M total assets
Net assets$6.8MLiabilities$76.7K
Contributions & income
Employer contributions$445.5K
Participant contributions$1.2M
Total income / additions$3M
Expenses & distributions
Benefits paid / distributions$1.1M
Total expenses$1.2M
Net increase / (decrease)$1.8M

Data coverage

Plans with financial statements1 / 3 (33%)
Plans with provider compensation1 / 3 (33%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Sunlight Financial Holdings, Inc. 401(K) Retirement Plan
Participants per plan271Average across loaded plans
Loaded plans3
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Sunlight Financial Holdings, Inc. 401(K) Retirement Plan$6.9M
    Plan #001 · 316 participants · 2023
  2. 2
    Sunlight Financial, LLC Welfare Plannot reported in the loaded dataset
    Plan #502 · 257 participants · 2023
  3. 3
    Sunlight Financial, LLC Health Plannot reported in the loaded dataset
    Plan #501 · 239 participants · 2023

Search all 3 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Sunlight Financial Holdings, Inc.
YearPlanParticipantsSchedulesFiling
2023Sunlight Financial, LLC Health Plan239—20241011123639NAL0038734480001
2023Sunlight Financial, LLC Welfare Plan257—20241015124058NAL0014645891001
2023Sunlight Financial Holdings, Inc. 401(K) Retirement Plan316H, C20250821141222NAL0002138883001

Related Form 5500 pages