Plan5500

Sunstreet Mortgage, LLC Employees' Retirement Plan — Form 5500 plan (Sunstreet Mortgage, LLC)

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, Sunstreet Mortgage, LLC Employees' Retirement Plan is a benefit plan reported by Sunstreet Mortgage, LLC under EIN 20-2715422 and plan number 001. The latest loaded filing year is 2023. The filing reports 108 participants and $0 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Sunstreet Mortgage, LLC
EIN
20-2715422
Plan number
001
Plan type
2
Location
Tucson, AZ
Latest filing year
2023
Participants
108
End-of-year plan assets
$0

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023108H, C20240415113112NAL0003342770001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$0
Net assets (EOY)
$0
Net assets (BOY)
$4,351,218

Income & contributions

Employer contributions
$33,633
Participant contributions
$5,203
Total contributions
$38,836
Total income / additions
$293,019

Expenses & distributions

Benefits paid
$4,619,845
Administrative expenses
$24,392
Total expenses
$4,644,237
Net increase / (decrease)
-$4,351,218

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Sunwest PensionsTPA$10,875$02023
Rbc Capital Markets Corp.RIA$4,960not reported in the loaded dataset2023
John Hancock Life Insurance CompanyRECORDKEEPER$3,798$02023

Related Form 5500 pages