401(k)
2023 plan-year 401(k) DOL Form 5500

Sun Realty of Nags Head, Inc. 401(k) Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Sun Realty of Nags Head, Inc. · North Carolina · Real Estate

What the 2023 filing shows

Sun Realty of Nags Head, Inc. 401(k) Plan holds $2M for 227 participants — about $9,501 per participant, up 27.7% over the 2023 plan year.

$2M
total plan assets (2023 EOY)
227
covered participants
$9,501
avg assets per participant
+27.7%
assets growth YoY
Total Assets (2023)
$2M
Participants
227
Industry
Real Estate

What the Filing Says About Sun Realty of Nags Head, Inc. 401(k) Plan

Sun Realty of Nags Head, Inc. 401(k) Plan is a 401(k) retirement plan sponsored by Sun Realty of Nags Head, Inc., headquartered in North Carolina. As of the 2023 Form 5500 filing, the plan reports $2M in total end-of-year assets and covers 227 participants across the Real Estate industry. The sponsor's EIN on file with the U.S. Department of Labor is 561271736, and the plan has been effective since 1993-10-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $2M at the beginning of 2023 to $2M at year-end — a gain of 27.7%. Net assets (after liabilities) closed the year at $2M, with reported net income of $468K driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$2M
Total Assets (End of Year)$2M
Net Assets (End of Year)$2M
Net Income$468K
Plan Type401(k)
Employer EIN561271736
Plan Effective Date1993-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sun Realty of Nags Head, Inc.)

Year Plans Participants Total Assets
2022 1 127 $2M
2023 1 227 $2M
2024 1 247 $3M

Nearby 401(k) Plans in North Carolina

Peer 401(k) plans — same state, same plan type — ranked by total assets.

Frequently Asked Questions

How much money is in the Sun Realty of Nags Head, Inc. 401(k) Plan?
As of the 2023 Form 5500 filing, Sun Realty of Nags Head, Inc. 401(k) Plan holds $2M in total assets with 227 participants. It is sponsored by Sun Realty of Nags Head, Inc..
What type of plan is Sun Realty of Nags Head, Inc. 401(k) Plan?
Sun Realty of Nags Head, Inc. 401(k) Plan is a 401(k) plan. It has been effective since 1993-10-01. The plan is filed with the U.S. Department of Labor under EIN 561271736.
Who sponsors the Sun Realty of Nags Head, Inc. 401(k) Plan?
Sun Realty of Nags Head, Inc. 401(k) Plan is sponsored by Sun Realty of Nags Head, Inc., located in North Carolina. The sponsor's EIN is 561271736 and the plan operates in the Real Estate industry.
How did Sun Realty of Nags Head, Inc. 401(k) Plan perform in 2023?
Sun Realty of Nags Head, Inc. 401(k) Plan grew by 27.7% during 2023, moving from $2M to $2M in total assets. Net income was $468K.
Where can I find official filings for Sun Realty of Nags Head, Inc. 401(k) Plan?
Official Form 5500 filings for Sun Realty of Nags Head, Inc. 401(k) Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 561271736 or plan name at efast.dol.gov.
How does Sun Realty of Nags Head, Inc. 401(k) Plan compare to other plans?
You can compare Sun Realty of Nags Head, Inc. 401(k) Plan against other 401(k) plans on the plan type page, or view plans in North Carolina on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) — original filing retrieval by EIN 561271736.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.