2023 Form 5500 filing — Sunshine Bouquet Company 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 20241015081128NAL0028984145001) for Sunshine Bouquet Company 401(K) Plan, reported by Sunshine Bouquet Company under EIN 22-2326282 and plan number 001. It reports 589 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)$18.1MReported net assets$18,128,678
Participants589
Provider compensation$22.5K3 Schedule C row(s)$22,505
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241015081128NAL0028984145001
Plan sponsor
Sunshine Bouquet Company
EIN
22-2326282
Plan number
001
Location
Dayton, NJ
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)$18.1M total assets
Net assets$18.1MLiabilities$0
Money in vs. money out
Total income / additions$4.5M
Total expenses$650.2K
Benefits paid / distributions$606.8K
Contributions
Employer$572.7K
Participant$1.7M
Full reported line items
Total assets (EOY)
$18,128,678
Total liabilities (EOY)
$0
Net assets (EOY)
$18,128,678
Employer contributions
$572,710
Participant contributions
$1,717,622
Total income / additions
$4,531,732
Benefits paid
$606,849
Administrative expenses
$22,507
Total expenses
$650,213
Net increase / (decrease)
$3,881,519

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Principled Advisors, Inc.INVESTMENT/FINANCIAL ADVI$15,709$0
Adp, Inc.RECORD KEEPER$6,796$0
Adp Broker-DealerRECORD KEEPER$0$0

Related Form 5500 pages