Sunbelt Human Advancement Resources 403(B) Plan — Form 5500 plan (Sunbelt Human Advancement Resources, 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, Sunbelt Human Advancement Resources 403(B) Plan is a benefit plan reported by Sunbelt Human Advancement Resources, Inc. under EIN 57-6028253 and plan number 001. The latest loaded filing year is 2023. The filing reports 355 participants and $6,902,513 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Sunbelt Human Advancement Resources, Inc.
- EIN
- 57-6028253
- Plan number
- 001
- Plan type
- 2
- Location
- Greenville, SC
- Latest filing year
- 2023
- Participants
- 355
- End-of-year plan assets
- $6,902,513
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 355 | H, C | 20250220153630NAL0004271731001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,902,513
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,902,513
- Net assets (BOY)
- $6,839,478
Income & contributions
- Employer contributions
- $370,482
- Participant contributions
- $411,691
- Total contributions
- $801,030
- Total income / additions
- $1,258,441
Expenses & distributions
- Benefits paid
- $1,170,946
- Administrative expenses
- $24,460
- Total expenses
- $1,195,406
- Net increase / (decrease)
- $63,035
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $12,686 | $0 | 2023 |
| T. Mcgregor | AGENT/BROKER | $0 | $9,530 | 2023 |
| Gallagher Benefit Services | INVESTMENT MGMT | $4,958 | not reported in the loaded dataset | 2023 |
| My Benefits LLC | CONTRACT ADMIN | $3,600 | $496 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $410 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Sunbelt Human Advancement Resources, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in SC
- 401(k) and benefit plan filings in Greenville, SC
- Empower Annuity Insurance Company O — Schedule C compensation
- T. Mcgregor — Schedule C compensation
- Gallagher Benefit Services — Schedule C compensation
- My Benefits LLC — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation