2023 Form 5500 filing — Employee Benefit Plan Of Sunshine Homes, Inc.
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 20241010112839NAL0019991057001) for Employee Benefit Plan Of Sunshine Homes, Inc., reported by Sunshine Homes, Inc. under EIN 63-0596473 and plan number 002. It reports 404 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010112839NAL0019991057001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Sunshine Homes, Inc.
- EIN
- 63-0596473
- Plan number
- 002
- Location
- Red Bay, AL
- Participants
- 404
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,892,777
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,892,777
- Employer contributions
- $197,368
- Participant contributions
- $310,278
- Total income / additions
- $1,355,109
- Benefits paid
- $1,008,059
- Administrative expenses
- $41,115
- Total expenses
- $1,049,174
- Net increase / (decrease)
- $305,935
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Ins Company America | RECORDKEEPER | $40,148 | $0 |
| Raymond James Insurance Group Inc | BROKER | $0 | $10,998 |
| Azalea Administration LLC | CONTRACT ADMIN | $2,947 | $3,793 |