Profile
Sunstate Equipment Co., LLC Retirement Savings Plan and Trust in Phoenix, AZ is in Arizona, is in the Western states, its EIN is 860810251, its industry group is Other General Purpose Machinery Manufacturing, its plan administrator is Garth Price, covered by a fidelity bond, an ERISA section 404(c) plan, self-administered by the plan sponsor, provides for automatic enrollment, is a single-employer plan, has total assets of $100M to $250M, has 1,000 to 4,999 total participants, is worse than the overall participant averages in each of average account balance, active-participant contributions per head, and employer contributions per active participant, and is higher than the overall administrative medians in each of professional fees, investment advisory and management fees, other administrative expenses, total administrative expenses, and total administrative expense ratio.
Numeric values:
- total assets ($105.70M)
- net assets (assets minus liabilities) ($105.70M)
- value of interest in registered investment companies (e.g., mutual funds) ($96.50M)
- total income ($24,423,788)
- net income ($13,868,207)
- total expenses ($10,555,581)
- total contributions ($9,861,263)
- cash contributions from participants ($8,587,149)
- participant loans ($4,910,075)
- value of interest in common/collective trusts ($3,659,079)
- interest-bearing cash (e.g., money market accounts, certificates of deposit) ($609,532)
- cash contributions from employers ($445,519)
- total administrative expenses ($145,846)
- other administrative expenses ($83,345)
- average account balance ($46,523)
- investment advisory and management fees ($39,667)
- professional fees ($22,834)
- other receivables (not employer nor participant contributions) ($9,495)
- net income per active participant ($7,658)
- average participant cash contribution per active participant ($4,742)
- total noninterest-bearing cash ($3,338)
- average employer cash contribution per active participant ($246.00)
- total administrative expense per participant ($64.19)
- receivables - employer contributions ($0)
- receivables - participant contributions ($0)
- U.S. government securities ($0.0K)
- corporate debt instruments (preferred & other than employer securities) ($0)
- corporate debt instruments (below preferred & other than employer securities) ($0)
- corporate preferred stocks (other than employer securities) ($0)
- corporate common stocks (other than employer securities) ($0)
- partnership/joint venture interests ($0)
- real estate (other than employer real property) ($0)
- loans (other than to participants) ($0)
- value of interest in pooled separate accounts ($0)
- value of interest in master trust investment accounts ($0.0K)
- value of interest in 103-12 investment entities ($0)
- value of funds held in insurance company general account (unallocated contracts) ($0)
- other general investments ($0)
- employer-related securities investments ($0)
- employer-related real-property investments ($0)
- buildings and other property used in plan operation ($0)
- contract administrator fees ($0)
- percentage of active participants at the end of the plan year (79.7%)
- diversity of asset types (11.7%)
- participant loans as a percentage of plan assets (4.65%)
- total administrative expense ratio (0.140%)
- employer securities as a percentage of plan assets (0.00%)
- active participants at the end of the plan year (1,811)
- deceased participants whose beneficiaries receive or are entitled to benefits (14)
- living participants (2,258)
- other retired or separated participants entitled to future benefits (444)
- retired or separated participants receiving benefits (3)
- total participants (2,272)