2023 Form 5500 filing — The Sunshine Recyclers 401k 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 20240731144007NAL0021703985001) for The Sunshine Recyclers 401k Plan, reported by Sunshine Recyclers, Inc. under EIN 91-2014940 and plan number 003. It reports 142 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240731144007NAL0021703985001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Sunshine Recyclers, Inc.
- EIN
- 91-2014940
- Plan number
- 003
- Location
- Spokane Valley, WA
- Participants
- 142
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,064,795
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,064,795
- Employer contributions
- $213,991
- Participant contributions
- $517,502
- Total income / additions
- $1,822,854
- Benefits paid
- $171,884
- Administrative expenses
- $35,032
- Total expenses
- $206,916
- Net increase / (decrease)
- $1,615,938
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ubs Financial Services | INVESTMENT MANAGER | $22,252 | not reported in the loaded dataset |
| Pentegra Services Inc. | RECORDKEEPER NAMED FIDUC | $12,780 | not reported in the loaded dataset |