Sunshine Development School, Inc. 401(K) Plan — Form 5500 plan (Sunshine Development School, 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, Sunshine Development School, Inc. 401(K) Plan is a benefit plan reported by Sunshine Development School, Inc. under EIN 11-2807906 and plan number 003. The latest loaded filing year is 2023. The filing reports 307 participants and $10,248,987 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Sunshine Development School, Inc.
EIN
11-2807906
Plan number
003
Plan type
2
Location
New York, NY
Latest filing year
2023
Participants
307
End-of-year plan assets
$10,248,987

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023307H, C20240220080648NAL0000626176001
2023249H, C20251003064209NAL0001126353001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$15,601,384
Total liabilities (EOY)
$0
Net assets (EOY)
$15,601,384
Net assets (BOY)
$13,684,268

Income & contributions

Employer contributions
$608,970
Participant contributions
$369,449
Total contributions
$979,478
Total income / additions
$2,545,074

Expenses & distributions

Benefits paid
$547,103
Administrative expenses
$54,472
Total expenses
$627,958
Net increase / (decrease)
$1,917,116

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Ameritas Investment CorpINVESTMENT ADVISOR$34,479not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$19,994not reported in the loaded dataset2023

Related Form 5500 pages