The Sunshine House 401(K) Profit Sharing Plan — Form 5500 plan (The Sunshine House)
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, The Sunshine House 401(K) Profit Sharing Plan is a benefit plan reported by The Sunshine House under EIN 57-1000178 and plan number 001. The latest loaded filing year is 2023. The filing reports 945 participants and $3,677,429 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Sunshine House
- EIN
- 57-1000178
- Plan number
- 001
- Plan type
- 2
- Location
- Greenville, SC
- Latest filing year
- 2023
- Participants
- 945
- End-of-year plan assets
- $3,677,429
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 945 | H, C | 20241014125853NAL0026207441001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,677,429
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,677,429
- Net assets (BOY)
- $3,025,239
Income & contributions
- Employer contributions
- $3
- Participant contributions
- $420,713
- Total contributions
- $451,183
- Total income / additions
- $981,075
Expenses & distributions
- Benefits paid
- $282,371
- Administrative expenses
- $45,189
- Total expenses
- $328,885
- Net increase / (decrease)
- $652,190
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Raymond James | INVESTMENT/FINANCIAL ADV | $13,192 | not reported in the loaded dataset | 2023 |
| John Hancock | RECORDKEEPER | $9,177 | $0 | 2023 |
| Adp Broker-Dealer | RECORD KEEPER | $8,408 | $0 | 2023 |
| Adp, Inc. | RECORD KEEPER | $1,650 | $0 | 2023 |