2023 Form 5500 filing — Sunshine Development School, Inc. 401(K) Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240220080648NAL0000626176001) for Sunshine Development School, Inc. 401(K) Plan, reported by Sunshine Development School, Inc. under EIN 11-2807906 and plan number 003. It reports 307 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240220080648NAL0000626176001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Sunshine Development School, Inc.
- EIN
- 11-2807906
- Plan number
- 003
- Location
- New York, NY
- Participants
- 307
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $15,601,384
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,601,384
- Employer contributions
- $608,970
- Participant contributions
- $369,449
- Total income / additions
- $2,545,074
- Benefits paid
- $547,103
- Administrative expenses
- $54,472
- Total expenses
- $627,958
- Net increase / (decrease)
- $1,917,116
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ameritas Investment Corp | INVESTMENT ADVISOR | $34,479 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $19,994 | not reported in the loaded dataset |