Sunnyhill, Inc. 401(K) Retirement Plan — Form 5500 plan (Sunnyhill, 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, Sunnyhill, Inc. 401(K) Retirement Plan is a benefit plan reported by Sunnyhill, Inc. under EIN 43-1150250 and plan number 002. The latest loaded filing year is 2023. The filing reports 271 participants and $1,753,346 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Sunnyhill, Inc.
- EIN
- 43-1150250
- Plan number
- 002
- Plan type
- 2
- Location
- Fenton, MO
- Latest filing year
- 2023
- Participants
- 271
- End-of-year plan assets
- $1,753,346
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 271 | H, C | 20241014143323NAL0013457155001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,753,346
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,753,346
- Net assets (BOY)
- $1,522,728
Income & contributions
- Employer contributions
- $106,516
- Participant contributions
- $240,485
- Total contributions
- $347,001
- Total income / additions
- $627,394
Expenses & distributions
- Benefits paid
- $378,551
- Administrative expenses
- $18,070
- Total expenses
- $396,776
- Net increase / (decrease)
- $230,618
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Larson Allen Llp | AUDITOR | $6,656 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $6,132 | $0 | 2023 |
| Edward D Jones & Co Lp | INVESTMENT ADVISOR | $3,707 | not reported in the loaded dataset | 2023 |
| Adp, Inc. | RECORD KEEPER | $665 | $0 | 2023 |
| Morningstar Inc Dba Morningstar Ass | OTHER | $226 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $88 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Sunnyhill, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MO
- 401(k) and benefit plan filings in Fenton, MO
- Larson Allen Llp — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation
- Edward D Jones & Co Lp — Schedule C compensation
- Adp, Inc. — Schedule C compensation
- Morningstar Inc Dba Morningstar Ass — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation