Sungrow Albion LLC 401(K) Profit Sharing Plan & Trust — Form 5500 plan (Sungrow Albion 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, Sungrow Albion LLC 401(K) Profit Sharing Plan & Trust is a benefit plan reported by Sungrow Albion LLC under EIN 92-3429766 and plan number 001. The latest loaded filing year is 2023. The filing reports 205 participants and $1,986,520 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Sungrow Albion LLC
- EIN
- 92-3429766
- Plan number
- 001
- Plan type
- 2
- Location
- Albion, NY
- Latest filing year
- 2023
- Participants
- 205
- End-of-year plan assets
- $1,986,520
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 205 | H, C | 20241015182040NAL0015239923001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,986,520
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,986,520
- Net assets (BOY)
- $1,499,389
Income & contributions
- Employer contributions
- $153,619
- Participant contributions
- $320,472
- Total contributions
- $474,091
- Total income / additions
- $710,101
Expenses & distributions
- Benefits paid
- $201,683
- Administrative expenses
- $21,287
- Total expenses
- $222,970
- Net increase / (decrease)
- $487,131
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Equitable Advisors, LLC | ADVISOR | $8,083 | not reported in the loaded dataset | 2023 |
| 401k Generation | CONTRACT ADMINISTRATOR | $6,579 | not reported in the loaded dataset | 2023 |
| Paychex, Inc. | RECORDKEEPER | $5,914 | not reported in the loaded dataset | 2023 |