Sany America, Inc. 401(K) Plan — Form 5500 plan (Sany America, 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, Sany America, Inc. 401(K) Plan is a benefit plan reported by Sany America, Inc. under EIN 20-5048542 and plan number 001. The latest loaded filing year is 2023. The filing reports 369 participants and $14,408,742 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Sany America, Inc.
EIN
20-5048542
Plan number
001
Plan type
2
Location
Peachtree City, GA
Latest filing year
2023
Participants
369
End-of-year plan assets
$14,408,742

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023369H, C20241015160040NAL0058593426001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$14,408,742
Total liabilities (EOY)
$0
Net assets (EOY)
$14,408,742
Net assets (BOY)
$11,060,563

Income & contributions

Employer contributions
$957,781
Participant contributions
$1,834,238
Total contributions
$3,356,398
Total income / additions
$5,300,409

Expenses & distributions

Benefits paid
$1,921,750
Administrative expenses
$30,410
Total expenses
$1,952,230
Net increase / (decrease)
$3,348,179

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Capfinancial Partners LLCADVISOR$25,000not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$5,410$02023

Related Form 5500 pages