Plan5500

Sunshine, Sachs & Associates Profit Sharing Plan — Form 5500 plan (Sunshine, Sachs & Associates)

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, Sachs & Associates Profit Sharing Plan is a benefit plan reported by Sunshine, Sachs & Associates under EIN 20-8847482 and plan number 001. The latest loaded filing year is 2023. The filing reports 439 participants and $14,132,553 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Sunshine, Sachs & Associates
EIN
20-8847482
Plan number
001
Plan type
2
Location
New York, NY
Latest filing year
2023
Participants
439
End-of-year plan assets
$14,132,553

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023439H, C20241013085346NAL0013959219001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$14,132,553
Net assets (EOY)
$14,132,553
Net assets (BOY)
$10,920,589

Income & contributions

Employer contributions
$674,702
Participant contributions
$1,310,358
Total contributions
$2,042,844
Total income / additions
$3,924,758

Expenses & distributions

Benefits paid
$646,572
Administrative expenses
$66,222
Total expenses
$712,794
Net increase / (decrease)
$3,211,964

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Ubs Financial Serices Inc.INVESTMENT ADVISOR$29,705not reported in the loaded dataset2023
Arnold WarshavchikCONTRACT ADMINnot reported in the loaded dataset$5,7552023

Related Form 5500 pages