Sunshine Bouquet Company 401(K) Plan — Form 5500 plan (Sunshine Bouquet Company)

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 Bouquet Company 401(K) Plan is a benefit plan reported by Sunshine Bouquet Company under EIN 22-2326282 and plan number 001. The latest loaded filing year is 2023. The filing reports 589 participants and $18,128,678 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$18.1MPlan net assets, end of year$18,128,678
Participants589Covered participants reported
Assets / participant$30.8KComputed: assets ÷ participants$30,779 (computed)
Provider compensation$22.5K3 Schedule C provider row(s)$22,505
Plan sponsor
Sunshine Bouquet Company
EIN
22-2326282
Plan number
001
Plan type
2
Location
Dayton, NJ
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023589H, C20241015081128NAL0028984145001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$18.1M total assets
Net assets$18.1MLiabilities$0
Money in vs. money out
Total income / additions$4.5M
Total expenses$650.2K
Benefits paid / distributions$606.8K
Contributions
Employer$572.7K
Participant$1.7M
Full reported line items

Net assets

Total assets (EOY)
$18,128,678
Total liabilities (EOY)
$0
Net assets (EOY)
$18,128,678
Net assets (BOY)
$14,247,159

Income & contributions

Employer contributions
$572,710
Participant contributions
$1,717,622
Total contributions
$2,383,079
Total income / additions
$4,531,732

Expenses & distributions

Benefits paid
$606,849
Administrative expenses
$22,507
Total expenses
$650,213
Net increase / (decrease)
$3,881,519
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 25%Participant 75%
Total expenses ÷ net assets4%Computed ratio
Benefits paid ÷ total income13%Computed ratio
Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principled Advisors, Inc.INVESTMENT/FINANCIAL ADVI$15,709$02023
Adp, Inc.RECORD KEEPER$6,796$02023
Adp Broker-DealerRECORD KEEPER$0$02023

Related Form 5500 pages