Department of Labor filing

SUN BELLE, INC.

SUN BELLE, INC. 401(K) PROFIT SHARING PLAN · For the plan year ended Dec 31, 2024

Public filing 2024 · received Jul 31, 2025Verified current terms Not available

Plan at a glance

How good does the filing look?

85filing comparison
out of 100

The filing signals stronger employer support and/or lower plan-paid administrative costs than many comparable plans. This is a filing comparison, not a complete benefits score.

$Employer support

Not reported

Reported employer contributions per active participant.

Higher than about 89% of comparable plans

#People in the filing

Active participants reported for 2024.

The filing does not say how many employees are currently contributing.

¢Visible plan-paid fees

$69 / participant

Reported administrative expense—not every fee an employee may pay.

Lower cost than about 77% of comparable plans

↗Investment performance

Not available

Plan assets changed 13.9%, but that includes contributions, withdrawals, and market movement.

Asset change is not investment performance.

What we still need to judge the benefit

Current match formula, vesting, eligibility, investment choices, fund expense ratios, and employee-level fees.

See missing terms ↓

Filing comparison · 202385out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions89th percentileTypical peer $1,852 · based on 859 comparable plans

Lower reported administrative expense77th percentileTypical peer $146 · based on 872 comparable plans

This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.

The short version

What the latest filing tells us

For the plan year ended Dec 31, 2024, SUN BELLE, INC. reported $639,153 in employer contributions across the plan and 0 active participants. That works out to Not reported per active participant. It is useful context, but it is not the current match formula and it does not show what any one employee received.

Participation proxyNot available

Active participants divided by all end-of-year plan participants. This is not the company participation rate because the filing does not report every eligible employee.

Employer money trendNot enough history

Change in reported employer contribution per active participant across the filing history shown.

Expense trendUp 73.4%

Change in reported administrative expense per participant. Investment expenses may not be included.

Peer context85/100

A filing comparison among similar-size plans in the same industry when enough peers exist.

Where the public filing stops

Current match, vesting, eligibility, employee fees, and investment choices require a dated plan document. Until we have one, those details stay blank.

Latest financial record

Contributions, assets, and expenses

These figures are reported totals for the plan—not individual account balances or promises to any employee.

Employer contributions: $639,153
Participant contributions: $658,868
Other contributions: Not reported
Employer share of reported contributions: 49.2%
Beginning assets: $17,523,865
Ending assets: $19,954,625
Ending net assets: $0
Ending liabilities: $19,954,625
Total income: $3,691,585
Total expenses: $1,260,825
Administrative expenses: $11,779
Participant loans: $864,382

Three-year filing history

How the reported figures changed

Each chart uses its own scale and starts at zero. When the filing has no value, the chart says so rather than turning it into a zero.

Employer contributions reported per active participant

2022

$4,733

2023

$4,764

2024

Not reported

Plan-paid administrative expenses per participant

2022

$40

2023

$53

2024

$69

Active participants

2022

121

2023

125

2024

Detailed filing history
Plan year	Per active participant	Active participants	Plan assets	Filing ID
2024	Not reported	0	20M	20250731122941NAL0010470946001
2023	$4,764	125	17.5M	20240719032416NAL0006763505001
2022	$4,733	121	16M	20231015151644NAL0036906849001

Changes in plan assets are not the same as investment performance. Each row uses the selected public filing for that year.

Plan operations

Details worth knowing

Participant loans as a share of plan assets: 4.3%
Independent accountant’s opinion: Unqualified opinion Code 1
Late participant contributions reported: Not stated in the filing
Public plan identifier: 521469354-001

Reported plan details

Identity and filing status

Plan type: Retirement plan
Employer arrangement: Single-employer plan
Plan effective date: Jul 1, 2008
Industry: Wholesale trade
Amended filing: No
Final filing for this plan: No
Short plan year: No
401(k) feature reported: Yes
Show DOL characteristic codes
2E3D2G2J2K2F2T

Reported service providers

Organizations named in the latest filing

The public dataset does not always identify a provider’s exact role. Compensation stays blank when it was not separately reported.

Provider	Plan year	Direct compensation	Indirect compensation
THE VANGUARD GROUP, INC.	2024	Not reported	unknown

Current plan terms

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Filing ACK_ID20250731122941NAL0010470946001

Data sourceDOL Form 5500 bulk data ↗

Filing searchEFAST2 ↗