Sun Realty Of Nags Head, Inc. 401(K) Plan — Form 5500 plan (Sun Realty Of Nags Head, 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 Realty Of Nags Head, Inc. 401(K) Plan is a benefit plan reported by Sun Realty Of Nags Head, Inc. under EIN 56-1271736 and plan number 001. The latest loaded filing year is 2023. The filing reports 227 participants and $2,156,835 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Sun Realty Of Nags Head, Inc.
EIN
56-1271736
Plan number
001
Plan type
2
Location
Kill Devil Hills, NC
Latest filing year
2023
Participants
227
End-of-year plan assets
$2,156,835

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023227H, C20240805070009NAL0001769200001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$2,156,835
Total liabilities (EOY)
$0
Net assets (EOY)
$2,156,835
Net assets (BOY)
$1,689,264

Income & contributions

Employer contributions
$51,109
Participant contributions
$264,612
Total contributions
$525,356
Total income / additions
$794,844

Expenses & distributions

Benefits paid
$293,473
Administrative expenses
$26,874
Total expenses
$327,273
Net increase / (decrease)
$467,571

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Workplace Services, LLCPLAN ADMINISTRATOR$19,462$02023
Gordon Asset Management LLCADVISOR$6,925not reported in the loaded dataset2023

Related Form 5500 pages