2023 Form 5500 filing — Sunbelt Transplants Inc 401(K) Profit Sharing Plan & Trust

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 20240628113028NAL0000757072001) for Sunbelt Transplants Inc 401(K) Profit Sharing Plan & Trust, reported by Sunbelt Transplants Inc under EIN 86-0586412 and plan number 001. It reports 10 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$1.9MReported net assets$1,932,867
Participants10
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240628113028NAL0000757072001
Plan sponsor
Sunbelt Transplants Inc
EIN
86-0586412
Plan number
001
Location
Buckeye, AZ
Received date
not reported in the loaded dataset
Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$1.9M total assets
Net assets$1.9MLiabilities$0
Money in vs. money out
Total income / additions$535K
Total expenses$32.6K
Benefits paid / distributions$10.5K
Contributions
Employer$106.6K
Participant$24.3K
Full reported line items
Total assets (EOY)
$1,932,867
Total liabilities (EOY)
$0
Net assets (EOY)
$1,932,867
Employer contributions
$106,629
Participant contributions
$24,326
Total income / additions
$534,953
Benefits paid
$10,515
Administrative expenses
$22,098
Total expenses
$32,613
Net increase / (decrease)
$502,340

Related Form 5500 pages