Sun America LLC 401(K) Profit Sharing Plan & Trust — Form 5500 plan (Sun America LLC)
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 America LLC 401(K) Profit Sharing Plan & Trust is a benefit plan reported by Sun America LLC under EIN 47-2960116 and plan number 002. The latest loaded filing year is 2023. The filing reports 157 participants and $1,577,695 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Sun America LLC
- EIN
- 47-2960116
- Plan number
- 002
- Plan type
- 2
- Location
- Alliance, OH
- Latest filing year
- 2023
- Participants
- 157
- End-of-year plan assets
- $1,577,695
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 157 | H, C | 20241015161755NAL0016860611001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,577,695
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,577,695
- Net assets (BOY)
- $1,357,801
Income & contributions
- Employer contributions
- $147,716
- Participant contributions
- $225,044
- Total contributions
- $374,360
- Total income / additions
- $595,641
Expenses & distributions
- Benefits paid
- $352,422
- Administrative expenses
- $18,456
- Total expenses
- $375,747
- Net increase / (decrease)
- $219,894
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Paychex, Inc. | RECORDKEEPER | $10,219 | not reported in the loaded dataset | 2023 |
| Cetera Advisor Networks LLC | ADVISOR | $5,419 | not reported in the loaded dataset | 2023 |