2023 Form 5500 filing — Sun America LLC 401(K) Profit Sharing Plan & 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 20241015161755NAL0016860611001) for Sun America LLC 401(K) Profit Sharing Plan & Trust, reported by Sun America LLC under EIN 47-2960116 and plan number 002. It reports 157 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015161755NAL0016860611001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Sun America LLC
- EIN
- 47-2960116
- Plan number
- 002
- Location
- Alliance, OH
- Participants
- 157
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,577,695
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,577,695
- Employer contributions
- $147,716
- Participant contributions
- $225,044
- Total income / additions
- $595,641
- Benefits paid
- $352,422
- Administrative expenses
- $18,456
- Total expenses
- $375,747
- Net increase / (decrease)
- $219,894
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Paychex, Inc. | RECORDKEEPER | $10,219 | not reported in the loaded dataset |
| Cetera Advisor Networks LLC | ADVISOR | $5,419 | not reported in the loaded dataset |