Sunbury Motor Company 401(K) Retirement Plan — Form 5500 plan (Sunbury Motor 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, Sunbury Motor Company 401(K) Retirement Plan is a benefit plan reported by Sunbury Motor Company under EIN 23-1657268 and plan number 001. The latest loaded filing year is 2023. The filing reports 163 participants and $12,210,418 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Sunbury Motor Company
- EIN
- 23-1657268
- Plan number
- 001
- Plan type
- 2
- Location
- Sunbury, PA
- Latest filing year
- 2023
- Participants
- 163
- End-of-year plan assets
- $12,210,418
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 163 | H, C | 20240724134833NAL0013059425001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $12,210,418
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,210,418
- Net assets (BOY)
- $11,173,347
Income & contributions
- Employer contributions
- $228,552
- Participant contributions
- $442,704
- Total contributions
- $671,256
- Total income / additions
- $2,088,828
Expenses & distributions
- Benefits paid
- $1,004,112
- Administrative expenses
- $47,645
- Total expenses
- $1,051,757
- Net increase / (decrease)
- $1,037,071
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $46,254 | $0 | 2023 |
| Sa Stone Wealth Management Inc. | OTHER SERVICES | $0 | $19,292 | 2023 |
| Valley Forge Pension Management | CONTRACT ADMINISTRATOR | $1,391 | $3,857 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Sunbury Motor Company
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Sunbury, PA
- Principal Life Insurance Company — Schedule C compensation
- Sa Stone Wealth Management Inc. — Schedule C compensation
- Valley Forge Pension Management — Schedule C compensation