Original filing (PDF)20230515155940NAL0071224754001

Sunex, Inc.

Name: Sunex, Inc. — Sunex, Inc. Cash Balance Plan, Form 5500 (2022)
Creator: Sunex, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Sunex, Inc. Cash Balance Plan

Defined-benefit pension plan · Sunex, Inc.'s Sunex, Inc. Cash Balance Plan filed a Form 5500 for plan year 2022.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

Plan identifiers

Sunex, Inc.'s EIN is 04-3359108.

EIN 04-3359108

Plan number 002

Plan year 2022

ACK ID 20230515155940NAL0071224754001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for Sunex, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

Sunex, Inc.'s plan includes a defined-benefit pension formula, a cash-balance formula, a frozen benefit (no new accruals).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SUNEX, INC..

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

Knocking points off

Plan is frozen (1I) — no new benefit accrual.

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Plan sponsor

Name

SUNEX, INC.

EIN

all filings

Address

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

Phone

(760) 597-2966

Industry

Manufacturing

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

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