2023 Form 5500 filing — Sunset Retirement 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 20241025105436NAL0000123152001) for Sunset Retirement Plan, reported by Standard Sand & Silica Company under EIN 59-0538109 and plan number 002. It reports 317 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241025105436NAL0000123152001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Standard Sand & Silica Company
- EIN
- 59-0538109
- Plan number
- 002
- Location
- Davenport, FL
- Participants
- 317
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,494,869
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,494,869
- Participant contributions
- $587,536
- Total income / additions
- $1,414,686
- Benefits paid
- $303,966
- Administrative expenses
- $45,589
- Total expenses
- $349,555
- Net increase / (decrease)
- $1,065,131
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $39,739 | $0 |
| Edward Jones | INVESTMENT ADVISORY | $0 | $16,098 |
| Janet A. Panebianco, Cpa, Pllc | CONTRACT ADMINISTRATOR | $6,250 | $2,208 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 |