Sun And Sands Enterprises Profit Sharing And 401(K) Plan — Form 5500 plan (Sun And Sands Enterprises, 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 And Sands Enterprises Profit Sharing And 401(K) Plan is a benefit plan reported by Sun And Sands Enterprises, LLC under EIN 33-0249347 and plan number 002. The latest loaded filing year is 2023. The filing reports 151 participants and $13,346,337 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Sun And Sands Enterprises, LLC
EIN
33-0249347
Plan number
002
Plan type
2
Location
La Quinta, CA
Latest filing year
2023
Participants
151
End-of-year plan assets
$13,346,337

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023151H, C20251006130653NAL0001875059001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$13,346,337
Total liabilities (EOY)
$0
Net assets (EOY)
$13,346,337
Net assets (BOY)
$11,464,896

Income & contributions

Employer contributions
$270,893
Participant contributions
$637,235
Total contributions
$926,083
Total income / additions
$2,194,061

Expenses & distributions

Benefits paid
$233,329
Administrative expenses
$79,291
Total expenses
$312,620
Net increase / (decrease)
$1,881,441

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Lincoln National CorporationSERVICE PROVIDER$55,211$02023
Ubs Financial Services, IncADVISOR$24,080not reported in the loaded dataset2023

Related Form 5500 pages