2023 Form 5500 filing — Sunstreet Mortgage, LLC Employees' Retirement 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 20240415113112NAL0003342770001) for Sunstreet Mortgage, LLC Employees' Retirement Plan, reported by Sunstreet Mortgage, LLC under EIN 20-2715422 and plan number 001. It reports 108 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240415113112NAL0003342770001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Sunstreet Mortgage, LLC
- EIN
- 20-2715422
- Plan number
- 001
- Location
- Tucson, AZ
- Participants
- 108
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $0
- Net assets (EOY)
- $0
- Employer contributions
- $33,633
- Participant contributions
- $5,203
- Total income / additions
- $293,019
- Benefits paid
- $4,619,845
- Administrative expenses
- $24,392
- Total expenses
- $4,644,237
- Net increase / (decrease)
- -$4,351,218
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Sunwest Pensions | TPA | $10,875 | $0 |
| Rbc Capital Markets Corp. | RIA | $4,960 | not reported in the loaded dataset |
| John Hancock Life Insurance Company | RECORDKEEPER | $3,798 | $0 |