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Department of Labor filing

SUNSHINE HOMES, INC.

EMPLOYEE BENEFIT PLAN OF SUNSHINE HOMES, INC. · For the plan year ended Dec 31, 2024

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Public filing 2024 · received Sep 23, 2025Verified current terms Not available

Plan at a glance

How good does the filing look?

23filing comparison
out of 100

The filing trails many comparable plans on reported employer support and/or plan-paid administrative costs. This is a filing comparison, not a complete benefits score.

$Employer support
$742

Reported employer contributions per active participant.

Higher than about 15% of comparable plans
#People in the filing
325

Active participants reported for 2024.

The filing does not say how many employees are currently contributing.
¢Visible plan-paid fees
$188 / participant

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

Lower cost than about 42% of comparable plans
↗Investment performance
Not available

Plan assets changed -8.1%, 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 · 202423out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions15th percentileTypical peer $1,943 · based on 715 comparable plans
Lower reported administrative expense42nd percentileTypical peer $160 · based on 736 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 HOMES, INC. reported $241,210 in employer contributions across the plan and 325 active participants. That works out to $742 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 proxy93%

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 trendDown 4.6%

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

Expense trendUp 84.6%

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

Peer context23/100

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
$241,210
Participant contributions
$358,133
Other contributions
$8,349
Employer share of reported contributions
40.2%
Beginning assets
$7,892,777
Ending assets
$7,256,850
Ending net assets
$7,256,850
Ending liabilities
$0
Total income
$1,347,634
Total expenses
$1,983,561
Administrative expenses
$50,498
Participant loans
$0

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
$778
2023
$739
2024
$742
Plan-paid administrative expenses per participant
2022
$102
2023
$102
2024
$188
Active participants
2022
219
2023
267
2024
325
Detailed filing history
Plan yearPer active participantActive participantsPlan assetsFiling ID
2024$7423257.3M20250923091118NAL0002476259001
2023$7392677.9M20241010112839NAL0019991057001
2022$7782197.6M20231013131455NAL0022756867001

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
0.0%
Independent accountant’s opinion
Unqualified opinion Code 1
Late participant contributions reported
Not stated in the filing
Public plan identifier
630596473-002

Reported plan details

Identity and filing status

Plan type
Retirement plan
Employer arrangement
Single-employer plan
Plan effective date
Dec 1, 1986
Industry
Industry group 339
Amended filing
No
Final filing for this plan
No
Short plan year
No
401(k) feature reported
Yes
Show DOL characteristic codes2E2J2K2G2R3D

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.

ProviderPlan yearDirect compensationIndirect compensation
AMERICAN CENTURY INVESTMENTS2024Not reportedunknown
AMERICAN FUNDS2024Not reportedunknown
AVE MARIA MUTUAL FUNDS2024Not reportedunknown
BLACKROCK ADVISORS2024Not reportedunknown
CALVERT RESEARCH AND MANAGEMENT2024Not reportedunknown
DELAWARE FUNDS BY MACQUARIE2024Not reportedunknown
DODGE AND COX2024Not reportedunknown
DWS2024Not reportedunknown
FIDELITY INVESTMENTS2024Not reportedunknown
GOLDMAN SACHS2024Not reportedunknown
HARBOR2024Not reportedunknown
INVESCO2024Not reportedunknown
MFS2024Not reportedunknown
MID ATLANTIC TRUST COMPANY2024Not reportedunknown
MUTUAL OF AMERICA2024Not reportedunknown
NEUBERGER BERMAN2024Not reportedunknown
PIMCO2024Not reportedunknown
T. ROWE PRICE2024Not reportedunknown
VANGUARD2024Not reportedunknown
VICTORY CAPITAL MANAGEMENT INC.2024Not reportedunknown

Current plan terms

Help fill the gap the filing leaves.

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Filing ACK_ID20250923091118NAL0002476259001
Data sourceDOL Form 5500 bulk data ↗
Filing searchEFAST2 ↗