2023 Form 5500 filing — Sugaright, LLC 401(K) 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 20241014133518NAL0046142528001) for Sugaright, LLC 401(K) Plan, reported by Sugaright, LLC under EIN 90-1028455 and plan number 001. It reports 311 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$8.8MReported net assets$8,806,925
Participants311
Provider compensation$40.4K2 Schedule C row(s)$40,375
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241014133518NAL0046142528001
- Plan sponsor
- Sugaright, LLC
- EIN
- 90-1028455
- Plan number
- 001
- Location
- Fairless Hills, PA
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$8.8M total assets
Net assets$8.8MLiabilities$0
Full reported line items
- Total assets (EOY)
- $8,806,925
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,806,925
- Employer contributions
- $1,170,720
- Participant contributions
- $782,908
- Total income / additions
- $3,157,323
- Benefits paid
- $584,014
- Administrative expenses
- $40,375
- Total expenses
- $624,389
- Net increase / (decrease)
- $2,532,934
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| The Vanguard Group, Inc. | NONE | $27,260 | $0 |
| Aurora Private Wealth Inc | NONE | $13,115 | not reported in the loaded dataset |