Sunshine Quality Solutions 401(K) Plan — Form 5500 plan (Sunshine Quality Solutions, LLC)
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, Sunshine Quality Solutions 401(K) Plan is a benefit plan reported by Sunshine Quality Solutions, LLC under EIN 81-3679943 and plan number 001. The latest loaded filing year is 2023. The filing reports 362 participants and $16,170,498 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Sunshine Quality Solutions, LLC
- EIN
- 81-3679943
- Plan number
- 001
- Plan type
- 2
- Location
- Donaldsonville, LA
- Latest filing year
- 2023
- Participants
- 362
- End-of-year plan assets
- $16,170,498
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 362 | H, C | 20241015155213NAL0015010595001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $16,170,498
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $16,170,498
- Net assets (BOY)
- $14,079,648
Income & contributions
- Employer contributions
- $433,252
- Participant contributions
- $1,072,786
- Total contributions
- $1,523,048
- Total income / additions
- $3,656,077
Expenses & distributions
- Benefits paid
- $1,449,375
- Administrative expenses
- $113,908
- Total expenses
- $1,565,227
- Net increase / (decrease)
- $2,090,850
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Nationwide | RECORDKEEPER | $96,611 | not reported in the loaded dataset | 2023 |
| Second Line Capital LLC | INVESTMENT ADVISOR | $27,761 | not reported in the loaded dataset | 2023 |
| Advisor Resource Council | INVESTMENT ADVISOR | $17,618 | not reported in the loaded dataset | 2023 |
| Retirement Strategies Group, LLC | THIRD PARTY ADMIN. | $0 | $7,505 | 2023 |
| Retirement Strategies Group, LLC | TPA | $5,351 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Sunshine Quality Solutions, LLC
- 2023 Form 5500 filing
- Form 5500 filings in LA
- 401(k) and benefit plan filings in Donaldsonville, LA
- Nationwide — Schedule C compensation
- Second Line Capital LLC — Schedule C compensation
- Advisor Resource Council — Schedule C compensation
- Retirement Strategies Group, LLC — Schedule C compensation