2023 Form 5500 filing — Sunstream Hotels & Resorts 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 20241009102953NAL0018163697001) for Sunstream Hotels & Resorts Retirement Plan, reported by Sunstream Hotels & Resorts, LLC under EIN 46-5330064 and plan number 001. It reports 130 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009102953NAL0018163697001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Sunstream Hotels & Resorts, LLC
- EIN
- 46-5330064
- Plan number
- 001
- Location
- Fort Myers Beach, FL
- Participants
- 130
- Schedules available
- Schedule I, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,561,639
- Total liabilities (EOY)
- $906
- Net assets (EOY)
- $5,560,733
- Employer contributions
- $103,621
- Participant contributions
- $199,753
- Total income / additions
- $1,157,808
- Benefits paid
- $2,017,273
- Total expenses
- $2,047,695
- Net increase / (decrease)
- -$889,887
- Schedule source
- Schedule I
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Bks Financial Investments LLC | NONE | $15,622 | not reported in the loaded dataset |
| Ameritas Life Insurance Corp | NONE | $13,679 | not reported in the loaded dataset |
| Charles Schwab Bank | NONE | $1,427 | $0 |