Sunset Food Mart, Inc. 401(K) Retirement Plan — Form 5500 plan (Sunset Food Mart, Inc.)

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, Sunset Food Mart, Inc. 401(K) Retirement Plan is a benefit plan reported by Sunset Food Mart, Inc. under EIN 36-2078882 and plan number 001. The latest loaded filing year is 2023. The filing reports 570 participants and $18,275,482 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$18.3MPlan net assets, end of year$18,275,482
Participants570Covered participants reported
Assets / participant$32.1KComputed: assets ÷ participants$32,062 (computed)
Provider compensation$2.6K1 Schedule C provider row(s)$2,600
Plan sponsor
Sunset Food Mart, Inc.
EIN
36-2078882
Plan number
001
Plan type
2
Location
Highland Park, IL
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023570H, C20240909161438NAL0005707345001
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)$18.3M total assets
Net assets$18.3MLiabilities$0
Money in vs. money out
Total income / additions$3.1M
Total expenses$1.5M
Benefits paid / distributions$1.4M
Contributions
Employer$378.3K
Participant$737.5K
Full reported line items

Net assets

Total assets (EOY)
$18,275,482
Total liabilities (EOY)
$0
Net assets (EOY)
$18,275,482
Net assets (BOY)
$16,639,109

Income & contributions

Employer contributions
$378,336
Participant contributions
$737,506
Total contributions
$1,131,856
Total income / additions
$3,087,220

Expenses & distributions

Benefits paid
$1,448,447
Administrative expenses
$2,400
Total expenses
$1,450,847
Net increase / (decrease)
$1,636,373
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 34%Participant 66%
Total expenses ÷ net assets8%Computed ratio
Benefits paid ÷ total income47%Computed ratio
Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Merrill Lynch, Pierce, Fenner And SRECORDKEEPER$2,600$02023

Related Form 5500 pages