2023 Form 5500 filing — Sunbelt Human Advancement Resources 403(B) 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 20250220153630NAL0004271731001) for Sunbelt Human Advancement Resources 403(B) Plan, reported by Sunbelt Human Advancement Resources, Inc. under EIN 57-6028253 and plan number 001. It reports 355 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250220153630NAL0004271731001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Sunbelt Human Advancement Resources, Inc.
- EIN
- 57-6028253
- Plan number
- 001
- Location
- Greenville, SC
- Participants
- 355
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,902,513
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,902,513
- Employer contributions
- $370,482
- Participant contributions
- $411,691
- Total income / additions
- $1,258,441
- Benefits paid
- $1,170,946
- Administrative expenses
- $24,460
- Total expenses
- $1,195,406
- Net increase / (decrease)
- $63,035
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $12,686 | $0 |
| T. Mcgregor | AGENT/BROKER | $0 | $9,530 |
| Gallagher Benefit Services | INVESTMENT MGMT | $4,958 | not reported in the loaded dataset |
| My Benefits LLC | CONTRACT ADMIN | $3,600 | $496 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $410 | not reported in the loaded dataset |