Original filing (PDF)20260206083756NAL0012536626001

SUN BULB COMPANY, INC.

Name: SUN BULB COMPANY, INC. — SUN BULB 401(K) PLAN, Form 5500 (2024)
Creator: SUN BULB COMPANY, INC.

Form 5500-SF

FILING_RECEIVED

SUN BULB 401(K) PLAN

401(k) retirement plan

Signals · 1

Late filing · 2.7 mo

Active participants

101

Accounts w/ balance

Plan assets (EOY)

$7.4M

Net assets (EOY)

$7.4M

Plan health score (directional)

/ 100

Grade B

Above-average plan

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

Compliance & disclosures

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

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

Plan sponsor

Name

SUN BULB COMPANY, INC.

EIN

59-1677460

Address

1615 US-17 · ARCADIA, FL · 34266

Phone

(863) 884-4259

Industry

Agriculture, Forestry, Fishing, Huntingsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2026-02-06

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

2S · Automatic enrollment

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Agriculture, Forestry, Fishing, Hunting plans

R.J. CARBONE CO.

R.J. CARBONE 401(K) PROFIT SHARING PLAN

$7.4M · 111 participants

DCA OUTDOOR, INC.

DCA OUTDOOR, INC. 401(K) PLAN

$7.4M · 360 participants

STADLER GARDEN CENTERS, INC.

STADLER NURSERIES 401(K) PLAN

$7.3M · 39 participants

BORDINE NURSERY LTD

BORDINE NURSERY, LTD 401(K) PROFIT SHARING PLAN & TRUST

$7.4M · 194 participants

GREENHEART FARMS, INC.

GREENHEART FARMS, INC. 401(K) PROFIT SHARING PLAN

$7.3M · 115 participants

Knocking points off

No IQPA named; plan is in the 80-120 transition zone — may be filing as small.
Filed 2.7 months past the 10.5-month grace window.
57% balance-to-active ratio — below typical for a healthy 401(k).

Helping the score

Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.