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
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 570 | H, C | 20240909161438NAL0005707345001 |
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
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.
34%66%
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)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner And S | RECORDKEEPER | $2,600 | $0 | 2023 |