2023 Form 5500 filing — Sun Orchard LLC 401(K) Profit Sharing 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 20250731101345NAL0010253090001) for Sun Orchard LLC 401(K) Profit Sharing Plan, reported by Sun Orchard LLC under EIN 47-2428513 and plan number 001. It reports 265 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250731101345NAL0010253090001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Sun Orchard LLC
- EIN
- 47-2428513
- Plan number
- 001
- Location
- Doral, FL
- Participants
- 265
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,796,271
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,796,271
- Employer contributions
- $361,297
- Participant contributions
- $706,151
- Total income / additions
- $2,470,371
- Benefits paid
- $607,375
- Administrative expenses
- $10,590
- Total expenses
- $624,389
- Net increase / (decrease)
- $1,845,982
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $5,940 | $0 |
| Paychex Inc Dba Southeastern Employ | CONTRACT ADMINISTRATOR | $4,650 | not reported in the loaded dataset |
| Morning Star Investment Managment L | INV ADV PARTICIPANTS | $0 | $0 |