Plan5500

First Sun Management Corporation 401(K) Retirement Plan — Form 5500 plan (First Sun Management Corporation)

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, First Sun Management Corporation 401(K) Retirement Plan is a benefit plan reported by First Sun Management Corporation under EIN 57-0892447 and plan number 001. The latest loaded filing year is 2023. The filing reports 328 participants and $723,189 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
First Sun Management Corporation
EIN
57-0892447
Plan number
001
Plan type
2
Location
Piedmont, SC
Latest filing year
2023
Participants
328
End-of-year plan assets
$723,189

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023328H, C20240830094355NAL0008294227001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$723,189
Total liabilities (EOY)
$0
Net assets (EOY)
$723,189
Net assets (BOY)
$561,558

Income & contributions

Employer contributions
$21,794
Participant contributions
$112,324
Total contributions
$145,185
Total income / additions
$234,920

Expenses & distributions

Benefits paid
$69,569
Administrative expenses
$3,720
Total expenses
$73,289
Net increase / (decrease)
$161,631

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance CompanyRECORDKEEPER$2,622$02023
Empower Advisory Group, LLCINVESTMENT MGMT$1,098not reported in the loaded dataset2023

Related Form 5500 pages