Sunbelt Solomon Services, LLC 401(K) And Profit Sharing Plan — Form 5500 plan (Sunbelt Solomon Services, 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, Sunbelt Solomon Services, LLC 401(K) And Profit Sharing Plan is a benefit plan reported by Sunbelt Solomon Services, LLC under EIN 48-0777539 and plan number 001. The latest loaded filing year is 2023. The filing reports 883 participants and $36,154,201 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Sunbelt Solomon Services, LLC
EIN
48-0777539
Plan number
001
Plan type
2
Location
Solomon, KS
Latest filing year
2023
Participants
883
End-of-year plan assets
$36,154,201

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023883H, C20241015174939NAL0050761104001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$36,154,201
Total liabilities (EOY)
$0
Net assets (EOY)
$36,154,201
Net assets (BOY)
$27,299,202

Income & contributions

Employer contributions
$1,924,632
Participant contributions
$3,245,094
Total contributions
$7,473,339
Total income / additions
$12,582,473

Expenses & distributions

Benefits paid
$3,548,192
Administrative expenses
$133,470
Total expenses
$3,727,474
Net increase / (decrease)
$8,854,999

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$133,470$02023
Hays Financial Group, LLCINVESTMENT ADVISORY$0$35,1122023

Related Form 5500 pages