Sunbelt Transplants Inc 401(K) Profit Sharing Plan & Trust — Form 5500 plan (Sunbelt Transplants 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 Transplants Inc 401(K) Profit Sharing Plan & Trust is a benefit plan reported by Sunbelt Transplants Inc under EIN 86-0586412 and plan number 001. The latest loaded filing year is 2023. The filing reports 10 participants and $1,932,867 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$1.9MPlan net assets, end of year$1,932,867
Participants10Covered participants reported
Assets / participant$193.3KComputed: assets ÷ participants$193,287 (computed)
Provider compensationNone reported
Plan sponsor
Sunbelt Transplants Inc
EIN
86-0586412
Plan number
001
Plan type
2
Location
Buckeye, AZ
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202310I20240628113028NAL0000757072001
Schedule I · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$1.9M total assets
Net assets$1.9MLiabilities$0
Money in vs. money out
Total income / additions$535K
Total expenses$32.6K
Benefits paid / distributions$10.5K
Contributions
Employer$106.6K
Participant$24.3K
Full reported line items

Net assets

Total assets (EOY)
$1,932,867
Total liabilities (EOY)
$0
Net assets (EOY)
$1,932,867
Net assets (BOY)
$1,430,527

Income & contributions

Employer contributions
$106,629
Participant contributions
$24,326
Total income / additions
$534,953

Expenses & distributions

Benefits paid
$10,515
Administrative expenses
$22,098
Total expenses
$32,613
Net increase / (decrease)
$502,340
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 81%Participant 19%
Total expenses ÷ net assets2%Computed ratio
Benefits paid ÷ total income2%Computed ratio

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages