Original filing (PDF)20230515155940NAL0071224754001

SUNEX, INC.

Name: SUNEX, INC. — SUNEX, INC. CASH BALANCE PLAN, Form 5500 (2022)
Creator: SUNEX, INC.

Form 5500-SF

FILING_RECEIVED

SUNEX, INC. CASH BALANCE PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SUNEX, INC..

Plan sponsor

Name

SUNEX, INC.

EIN

04-3359108

Address

3160 LIONSHEAD AVENUE · SUITE B · CARLSBAD, CA · 92010

Phone

(760) 597-2966

Industry

Manufacturingsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2022

Plan year begin

2023-01-01

Tax period

2023-03-31

Filed

2023-05-15

Pension benefit codes

1A · Pay-related DB formula

1C · Cash balance or similar hybrid DB

3D · Pre-approved plan (master / prototype / VS)

1I · Frozen plan — no new benefit accrual

1H · PBGC-terminated and closed out

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Manufacturing plans

BARRETT COMMUNICATIONS USA COR

BARRETT COMMUNICATIONS USA COR 401(K) PROFIT SHARING PLAN & TRUST

TIBIT COMMUNICATIONS, INC.

TIBIT COMMUNICATIONS INC. 401(K) PLAN

RADIANT COMMUNICATIONS CORP

RADIANT COMMUNICATIONS CORP 401K

TICOM GEOMATICS, INC.

TICOM GEOMATICS, INC. 401(K) PROFIT SHARING PLAN

AETHERCOMM, INC.

AETHERCOMM, INC. 401(K) PLAN