Sunlighten, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Sunlighten, 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, Sunlighten, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Sunlighten, Inc. under EIN 77-0582440 and plan number 001. The latest loaded filing year is 2023. The filing reports 228 participants and $6,245,058 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Sunlighten, Inc.
- EIN
- 77-0582440
- Plan number
- 001
- Plan type
- 2
- Location
- Overland Park, KS
- Latest filing year
- 2023
- Participants
- 228
- End-of-year plan assets
- $6,245,058
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 228 | H, C | 20260306164138NAL0005195377001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,245,058
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,245,058
- Net assets (BOY)
- $5,532,414
Income & contributions
- Employer contributions
- $329,044
- Participant contributions
- $654,738
- Total contributions
- $1,172,508
- Total income / additions
- $1,706,172
Expenses & distributions
- Benefits paid
- $931,894
- Administrative expenses
- $61,634
- Total expenses
- $993,528
- Net increase / (decrease)
- $712,644
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Frontier Wealth Enterprises | INVESTMENT ADV | $26,835 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Co Of Am | RECORDKEEPER | $18,785 | $0 | 2023 |
| Bergankdv LLC | AUDITOR | $17,505 | not reported in the loaded dataset | 2023 |
| Erisa Services Midwest LLC | CONTRACT ADMIN | $13,524 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Sunlighten, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in KS
- 401(k) and benefit plan filings in Overland Park, KS
- Frontier Wealth Enterprises — Schedule C compensation
- Empower Annuity Insurance Co Of Am — Schedule C compensation
- Bergankdv LLC — Schedule C compensation
- Erisa Services Midwest LLC — Schedule C compensation