Sun Machinery Company, Inc Esop — Form 5500 plan (Sun Machinery Company, 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 Machinery Company, Inc Esop is a benefit plan reported by Sun Machinery Company, Inc. under EIN 57-0707460 and plan number 001. The latest loaded filing year is 2023. The filing reports 60 participants and $2,882,674 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Sun Machinery Company, Inc.
- EIN
- 57-0707460
- Plan number
- 001
- Plan type
- 2
- Location
- Lexington, SC
- Latest filing year
- 2023
- Participants
- 60
- End-of-year plan assets
- $2,882,674
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 60 | I | 20241015100429NAL0014367427001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $2,882,674
- Net assets (EOY)
- $2,882,674
- Net assets (BOY)
- $2,691,954
Income & contributions
- Employer contributions
- $135,000
- Total income / additions
- $335,000
Expenses & distributions
- Benefits paid
- $144,010
- Total expenses
- $144,280
- Net increase / (decrease)
- $190,720
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.