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SUN & DALE 401k Plan overview

Plan NameSUN & DALE
Plan identification number 001

SUN & DALE Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

SUN & DALE has sponsored the creation of one or more 401k plans.

Company Name:SUN & DALE
Employer identification number (EIN):843391763
NAIC Classification:722511
NAIC Description:Full-Service Restaurants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SUN & DALE

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01SARA BRANCATO2024-07-12
0012022-01-01MERISA KANTOR2023-06-07
0012021-01-01MERISA KANTOR2023-03-10
0012020-05-01ALEXANDER WILSON2021-07-14

Plan Statistics for SUN & DALE

401k plan membership statisitcs for SUN & DALE

Measure Date Value
2024: SUN & DALE 2024 401k membership
Total number of particpants at beginning of year2024-07-1210
Total number of particpants at end of year2024-07-1214
Number of Participants With Account Balances2024-07-123
2023: SUN & DALE 2023 401k membership
Total number of particpants at beginning of year2023-03-103
Total number of particpants at end of year2023-03-106
Number of Participants With Account Balances2023-03-102

Financial Data on SUN & DALE

Measure Date Value
2024 : SUN & DALE 2024 401k financial data
Total expenses incurred by plan in this plan year2024-07-12260
Net assets as of the end of the plan year2024-07-1272362
Total assets as of the beginning of the plan year2024-07-1247446
Value of plan covered by a fidelity bond2024-07-125000
Participant contributions to plan in this plan year2024-07-129349
Other income to plan in this plan year2024-07-1213774
Plan net income in this plan year2024-07-1224916
Net assets as of the end of the plan year2024-07-1272362
Net assets as of the beginning of the plan year2024-07-1247446
Employer contributions to plan in this plan year2024-07-122053
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-12260
2023 : SUN & DALE 2023 401k financial data
Total expenses incurred by plan in this plan year2023-03-1053
Net assets as of the end of the plan year2023-03-1024627
Total assets as of the beginning of the plan year2023-03-107585
Value of plan covered by a fidelity bond2023-03-101000
Participant contributions to plan in this plan year2023-03-1013320
Other income to plan in this plan year2023-03-103085
Plan net income in this plan year2023-03-1017042
Net assets as of the end of the plan year2023-03-1024627
Net assets as of the beginning of the plan year2023-03-107585
Employer contributions to plan in this plan year2023-03-10690
Expensese paid to adminstrative service provicers from plan in this plan year2023-03-1053

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