Plan5500

Sun Communities, Inc. 401(K) Plan — Form 5500 plan (Sun Communities, 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, Sun Communities, Inc. 401(K) Plan is a benefit plan reported by Sun Communities, Inc. under EIN 38-2730780 and plan number 001. The latest loaded filing year is 2023. The filing reports 3,692 participants and $72,157,748 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Sun Communities, Inc.
EIN
38-2730780
Plan number
001
Plan type
2
Location
Southfield, MI
Latest filing year
2023
Participants
3,692
End-of-year plan assets
$72,157,748

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20233,692H, C20240910200938NAL0003759923001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$72,157,748
Total liabilities (EOY)
$0
Net assets (EOY)
$72,157,748
Net assets (BOY)
$57,768,524

Income & contributions

Employer contributions
$2,700,821
Participant contributions
$11,285,020
Total contributions
$14,732,068
Total income / additions
$25,330,714

Expenses & distributions

Benefits paid
$10,593,565
Administrative expenses
$347,925
Total expenses
$10,941,490
Net increase / (decrease)
$14,389,224

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$256,109not reported in the loaded dataset2023
Gregory J Schwartz & Co IncADVISOR$91,817not reported in the loaded dataset2023

Related Form 5500 pages