How big is Sun Engineering Inc.'s plan?

Sun Engineering Inc.'s plan reported $399K in assets and 9 participants for 2023.

Original filing (PDF)20240731081500NAL0021916273001

Sun Engineering Inc.

Name: Sun Engineering Inc. — Sun Engineering Inc. 401(k), Form 5500 (2023)
Creator: Sun Engineering Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Sun Engineering Inc. 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Sun Engineering Inc.'s Sun Engineering Inc. 401(k) Profit Sharing Plan & Trust held $399K in plan assets for 9 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$399K

Net assets (EOY)

$399K

People on this filing

Warren Williams signed Sun Engineering Inc.'s 2023 Form 5500 as plan administrator.

Warren Williams — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Sun Engineering Inc.'s EIN is 73-1151305.

EIN 73-1151305

Plan number 001

Plan year 2023

ACK ID 20240731081500NAL0021916273001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Sun Engineering Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Sun Engineering Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SUN ENGINEERING 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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score