2023 Form 5500 filing — Sunstate Equipment Co., LLC Retirement Savings Plan And 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 20241010111614NAL0020881137005) for Sunstate Equipment Co., LLC Retirement Savings Plan And Trust, reported by Sunstate Equipment Co., LLC under EIN 86-0810251 and plan number 001. It reports 2,561 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010111614NAL0020881137005
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Sunstate Equipment Co., LLC
- EIN
- 86-0810251
- Plan number
- 001
- Location
- Phoenix, AZ
- Participants
- 2,561
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $138,904,549
- Net assets (EOY)
- $138,904,549
- Employer contributions
- $4,416,987
- Participant contributions
- $12,809,826
- Total income / additions
- $38,355,198
- Benefits paid
- $11,359,870
- Administrative expenses
- $227,504
- Total expenses
- $11,587,374
- Net increase / (decrease)
- $26,767,824
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions | RECORD KEEPER | $184,725 | $0 |
| Nepc, LLC | INVESTMENT ADVISOR | $18,881 | not reported in the loaded dataset |
| Lbmc Pc | AUDITOR | $15,900 | not reported in the loaded dataset |
| Epstein Becker & Green Pc | LEGAL | $7,998 | not reported in the loaded dataset |
| National Financial Services | SECURITIES BROKER | $0 | $0 |