Sun, Inc. 401(K) Plan — Form 5500 plan (Sun, 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, Inc. 401(K) Plan is a benefit plan reported by Sun, Inc under EIN 57-0937273 and plan number 001. The latest loaded filing year is 2023. The filing reports 187 participants and $3,471,252 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Sun, Inc
EIN
57-0937273
Plan number
001
Plan type
2
Location
West Columbia, SC
Latest filing year
2023
Participants
187
End-of-year plan assets
$3,471,252

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023187H, C20250507130336NAL0007858291001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$3,471,252
Total liabilities (EOY)
$0
Net assets (EOY)
$3,471,252
Net assets (BOY)
$2,856,451

Income & contributions

Employer contributions
$64,271
Participant contributions
$194,817
Total contributions
$324,292
Total income / additions
$795,963

Expenses & distributions

Benefits paid
$158,988
Administrative expenses
$19,967
Total expenses
$181,162
Net increase / (decrease)
$614,801

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
John Hancock Life Insurance CompanyRECORDKEEPER$2,188$02023
Sentry Life Insurance CompanyRECORDKEEPER$175$02023

Related Form 5500 pages