Employee Benefit Plan Of Sunshine Homes, Inc. — Form 5500 plan (Sunshine Homes, 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, Employee Benefit Plan Of Sunshine Homes, Inc. is a benefit plan reported by Sunshine Homes, Inc. under EIN 63-0596473 and plan number 002. The latest loaded filing year is 2023. The filing reports 404 participants and $7,892,777 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Sunshine Homes, Inc.
- EIN
- 63-0596473
- Plan number
- 002
- Plan type
- 2
- Location
- Red Bay, AL
- Latest filing year
- 2023
- Participants
- 404
- End-of-year plan assets
- $7,892,777
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 404 | H, C | 20241010112839NAL0019991057001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,892,777
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,892,777
- Net assets (BOY)
- $7,586,842
Income & contributions
- Employer contributions
- $197,368
- Participant contributions
- $310,278
- Total contributions
- $507,646
- Total income / additions
- $1,355,109
Expenses & distributions
- Benefits paid
- $1,008,059
- Administrative expenses
- $41,115
- Total expenses
- $1,049,174
- Net increase / (decrease)
- $305,935
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Ins Company America | RECORDKEEPER | $40,148 | $0 | 2023 |
| Raymond James Insurance Group Inc | BROKER | $0 | $10,998 | 2023 |
| Azalea Administration LLC | CONTRACT ADMIN | $2,947 | $3,793 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Sunshine Homes, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in AL
- 401(k) and benefit plan filings in Red Bay, AL
- Empower Annuity Ins Company America — Schedule C compensation
- Raymond James Insurance Group Inc — Schedule C compensation
- Azalea Administration LLC — Schedule C compensation