Sunbelt Marketing Investment Corp. Employee Stock Ownership And Salary Deferral Plan — Form 5500 plan (Sunbelt Marketing Investment Corp.)
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 Marketing Investment Corp. Employee Stock Ownership And Salary Deferral Plan is a benefit plan reported by Sunbelt Marketing Investment Corp. under EIN 58-1259105 and plan number 001. The latest loaded filing year is 2023. The filing reports 275 participants and $101,275,951 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Sunbelt Marketing Investment Corp.
- EIN
- 58-1259105
- Plan number
- 001
- Plan type
- 2
- Location
- Austell, GA
- Latest filing year
- 2023
- Participants
- 275
- End-of-year plan assets
- $101,275,951
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 275 | H | 20241014145108NAL0013479299001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $101,275,951
- Total liabilities (EOY)
- $1,200,000
- Net assets (EOY)
- $100,075,951
- Net assets (BOY)
- $115,365,234
Income & contributions
- Employer contributions
- $300,000
- Participant contributions
- $721,555
- Total contributions
- $1,021,555
- Total income / additions
- $20,840,960
Expenses & distributions
- Benefits paid
- $36,130,243
- Administrative expenses
- $0
- Total expenses
- $36,130,243
- Net increase / (decrease)
- -$15,289,283
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.