2023 Form 5500 filing — Sun Gro Holdings Inc. 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 20241009093906NAL0018107265001) for Sun Gro Holdings Inc. Retirement Savings Plan, reported by Sun Gro Holdings Inc. under EIN 02-0550339 and plan number 001. It reports 317 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009093906NAL0018107265001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Sun Gro Holdings Inc.
- EIN
- 02-0550339
- Plan number
- 001
- Location
- Agawam, MA
- Participants
- 317
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $21,287,494
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $21,287,494
- Employer contributions
- $545,599
- Participant contributions
- $1,135,890
- Total income / additions
- $4,945,904
- Benefits paid
- $3,680,326
- Administrative expenses
- $12,610
- Total expenses
- $3,692,936
- Net increase / (decrease)
- $1,252,968
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Halbert, Hargrove/Russell, LLC | INVESTMENT ADVISOR | $38,365 | not reported in the loaded dataset |
| Meyers Brothers Kalicka Pc | AUDITOR | $12,600 | not reported in the loaded dataset |
| Empower Annuity Insurance Company O | RECORDKEEPER | $0 | $0 |