2023 Form 5500 filing — Sunstates Security Retirement Savings 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 20241009062018NAL0037082994001) for Sunstates Security Retirement Savings Plan, reported by Sunstates Security, LLC under EIN 56-2053968 and plan number 002. It reports 2,869 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009062018NAL0037082994001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Sunstates Security, LLC
- EIN
- 56-2053968
- Plan number
- 002
- Location
- Raleigh, NC
- Participants
- 2,869
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,493,450
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,493,450
- Employer contributions
- $208,511
- Participant contributions
- $1,020,868
- Total income / additions
- $2,632,953
- Benefits paid
- $623,112
- Administrative expenses
- $21,654
- Total expenses
- $645,280
- Net increase / (decrease)
- $1,987,673
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Ins Co | RECORD KEEPER | $13,724 | $0 |
| Ascensus Holdings,Inc Dba Futurepla | CONTRACT ADMIN | $9,374 | $4,331 |
| Mma Securities LLC | INVESTMENT ADVISOR | $10,085 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $4,789 | not reported in the loaded dataset |