Plan5500

The Sunshine Recyclers 401k Plan — Form 5500 plan (Sunshine Recyclers, 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, The Sunshine Recyclers 401k Plan is a benefit plan reported by Sunshine Recyclers, Inc. under EIN 91-2014940 and plan number 003. The latest loaded filing year is 2023. The filing reports 142 participants and $7,064,795 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Sunshine Recyclers, Inc.
EIN
91-2014940
Plan number
003
Plan type
2
Location
Spokane Valley, WA
Latest filing year
2023
Participants
142
End-of-year plan assets
$7,064,795

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023142H, C20240731144007NAL0021703985001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$7,064,795
Total liabilities (EOY)
$0
Net assets (EOY)
$7,064,795
Net assets (BOY)
$5,448,857

Income & contributions

Employer contributions
$213,991
Participant contributions
$517,502
Total contributions
$784,270
Total income / additions
$1,822,854

Expenses & distributions

Benefits paid
$171,884
Administrative expenses
$35,032
Total expenses
$206,916
Net increase / (decrease)
$1,615,938

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Ubs Financial ServicesINVESTMENT MANAGER$22,252not reported in the loaded dataset2023
Pentegra Services Inc.RECORDKEEPER NAMED FIDUC$12,780not reported in the loaded dataset2023

Related Form 5500 pages