Plan5500

Isun 401(K) Retirement Plan — Form 5500 plan (Isun, 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, Isun 401(K) Retirement Plan is a benefit plan reported by Isun, Inc. under EIN 47-2150172 and plan number 001. The latest loaded filing year is 2023. The filing reports 357 participants and $9,028,815 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Isun, Inc.
EIN
47-2150172
Plan number
001
Plan type
2
Location
Williston, VT
Latest filing year
2023
Participants
357
End-of-year plan assets
$9,028,815

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023357H, C20241015114602NAL0014517155001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$9,028,815
Total liabilities (EOY)
$0
Net assets (EOY)
$9,028,815
Net assets (BOY)
$6,631,852

Income & contributions

Employer contributions
$564,469
Participant contributions
$1,106,312
Total contributions
$2,936,197
Total income / additions
$3,918,723

Expenses & distributions

Benefits paid
$1,477,434
Administrative expenses
$44,326
Total expenses
$1,521,760
Net increase / (decrease)
$2,396,963

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$27,048$02023
Pensionmark Financial Group, LLCCONSULTANT$17,277$232023
Morningstar Investment Management LINV ADV, PARTICIPANTS$0$02023

Related Form 5500 pages