Department of Labor filing

SUNSHINE ACE HARDWARE, INC.

SUNSHINE ACE HARDWARE, INC. 401(K) PROFIT SHARING PLAN AND TRUST · For the plan year ended Dec 31, 2024

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Public filing 2024 · received Oct 14, 2025Verified current terms Not available

Plan at a glance

How good does the filing look?

56filing comparison
out of 100

The filing looks broadly typical among comparable plans. This is a filing comparison, not a complete benefits score.

$Employer support

$1,161

Reported employer contributions per active participant.

Higher than about 56% of comparable plans

#People in the filing

511

Active participants reported for 2024.

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

¢Visible plan-paid fees

$122 / participant

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

Lower cost than about 54% of comparable plans

↗Investment performance

Not available

Plan assets changed 10.2%, 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 · 202456out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions56th percentileTypical peer $1,121 · based on 32 comparable plans

Lower reported administrative expense54th percentileTypical peer $123 · based on 35 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, SUNSHINE ACE HARDWARE, INC. reported $593,102 in employer contributions across the plan and 511 active participants. That works out to $1,161 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 proxy90%

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 trendUp 11.5%

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

Expense trendDown 41.5%

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

Peer context56/100

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: $593,102
Participant contributions: $888,665
Other contributions: $20,374
Employer share of reported contributions: 40.0%
Beginning assets: $17,617,994
Ending assets: $19,409,305
Ending net assets: $19,091,058
Ending liabilities: $318,247
Total income: $3,392,972
Total expenses: $1,714,106
Administrative expenses: $78,516
Participant loans: $230,587

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

$1,041

2023

$1,088

2024

$1,161

Plan-paid administrative expenses per participant

2022

$208

2023

$106

2024

$122

Active participants

2022

510

2023

508

2024

511

Detailed filing history
Plan year	Per active participant	Active participants	Plan assets	Filing ID
2024	$1,161	511	19.4M	20251014150211NAL0001550355001
2023	$1,088	508	17.6M	20250107131453NAL0018980290001
2022	$1,041	510	15.4M	20231014062532NAL0035252945001

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: 1.2%
Independent accountant’s opinion: Unqualified opinion Code 1
Late participant contributions reported: Yes
Public plan identifier: 200201457-001

Reported plan details

Identity and filing status

Plan type: Retirement plan
Employer arrangement: Single-employer plan
Plan effective date: Jun 30, 1967
Industry: Retail trade
Amended filing: No
Final filing for this plan: No
Short plan year: No
401(k) feature reported: Yes
Show DOL characteristic codes
2E2F2G2J2K2T3D3H

Current plan terms

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Filing ACK_ID20251014150211NAL0001550355001

Data sourceDOL Form 5500 bulk data ↗

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