Sun Gro Holdings Inc. Retirement Savings Plan — Form 5500 plan (Sun Gro Holdings Inc.)
Plain-English plan 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, Sun Gro Holdings Inc. Retirement Savings Plan is a benefit plan reported by Sun Gro Holdings Inc. under EIN 02-0550339 and plan number 001. The latest loaded filing year is 2023. The filing reports 317 participants and $21,287,494 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Sun Gro Holdings Inc.
- EIN
- 02-0550339
- Plan number
- 001
- Plan type
- 2
- Location
- Agawam, MA
- Latest filing year
- 2023
- Participants
- 317
- End-of-year plan assets
- $21,287,494
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 317 | H, C | 20241009093906NAL0018107265001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $21,287,494
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $21,287,494
- Net assets (BOY)
- $20,034,526
Income & contributions
- Employer contributions
- $545,599
- Participant contributions
- $1,135,890
- Total contributions
- $1,935,205
- Total income / additions
- $4,945,904
Expenses & distributions
- Benefits paid
- $3,680,326
- Administrative expenses
- $12,610
- Total expenses
- $3,692,936
- Net increase / (decrease)
- $1,252,968
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Halbert, Hargrove/Russell, LLC | INVESTMENT ADVISOR | $38,365 | not reported in the loaded dataset | 2023 |
| Meyers Brothers Kalicka Pc | AUDITOR | $12,600 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Sun Gro Holdings Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MA
- 401(k) and benefit plan filings in Agawam, MA
- Halbert, Hargrove/Russell, LLC — Schedule C compensation
- Meyers Brothers Kalicka Pc — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation