How big is Sugrjac LLC's plan?

Sugrjac LLC's plan reported $1.4M in assets and 2 participants for 2022.

Original filing (PDF)20230920155823NAL0002030817001

Sugrjac LLC

Name: Sugrjac LLC — Susan Jackson Cash Balance Plan, Form 5500 (2022)
Creator: Sugrjac LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Susan Jackson Cash Balance Plan

Defined-benefit pension plan · Sugrjac LLC's Susan Jackson Cash Balance Plan held $1.4M in plan assets for 2 participants in 2022.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

People on this filing

Susan Jackson signed Sugrjac LLC's 2022 Form 5500 as plan administrator.

Susan Jackson — 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

Sugrjac LLC's EIN is 86-0980061.

EIN 86-0980061

Plan number 002

Plan year 2022

ACK ID 20230920155823NAL0002030817001

Official Form 5500 document

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

Download the official 2022 Form 5500 (PDF)

Plan features

Sugrjac LLC's plan includes a defined-benefit pension formula, a cash-balance formula.

Decision-maker contacts

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

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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

100

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

SUGRJAC LLC

EIN

all filings

Address

315 KAINOE STREET · LAHAINA, HI · 96761

Phone

(865) 206-1234

Industry

Real Estate

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-09-20

Pension benefit codes

1A · Pay-related DB formula

1C · Cash balance or similar hybrid DB

3B · Covers self-employed individuals

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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