Sun Bum LLC 401(K) Plan — Form 5500 plan (Sun Bum 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, Sun Bum LLC 401(K) Plan is a benefit plan reported by Sun Bum LLC under EIN 27-1742430 and plan number 001. The latest loaded filing year is 2023. The filing reports 153 participants and $4,677,481 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Sun Bum LLC
- EIN
- 27-1742430
- Plan number
- 001
- Plan type
- 2
- Location
- Encinitas, CA
- Latest filing year
- 2023
- Participants
- 153
- End-of-year plan assets
- $4,677,481
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 153 | H, C | 20241015143646NAL0058173090001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,677,481
- Total liabilities (EOY)
- $904
- Net assets (EOY)
- $4,676,577
- Net assets (BOY)
- $2,734,200
Income & contributions
- Employer contributions
- $443,286
- Participant contributions
- $863,878
- Total contributions
- $1,351,957
- Total income / additions
- $1,997,455
Expenses & distributions
- Benefits paid
- $37,717
- Administrative expenses
- $17,361
- Total expenses
- $55,078
- Net increase / (decrease)
- $1,942,377
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ubs Financial Services Inc. | NONE | $16,766 | not reported in the loaded dataset | 2023 |
| The Vanguard Group, Inc. | NONE | $595 | $0 | 2023 |