Sunbelt Marketing Investment Corp.401(k) + ESOP (KSOP)
SUNBELT MARKETING INVESTMENT CORP. EMPLOYEE STOCK OWNERSHIP AND SALARY DEFERRAL PLAN · AUSTELL, GA · plan year 2022
Sunbelt Marketing Investment Corp.'s 2022 Form 5500 did not separately report plan administrative expenses, which is common where recordkeeping is paid through investment revenue-sharing or a master trust. The plan held $115,365,234 across 232 participant accounts, with employer contributions averaging $1,456 per active participant. See methodology for what Form 5500 does and doesn't capture.
The plan sits in the $50M–$250M size bracket, benchmarked here against 9,341 comparable plans and shown alongside other wholesale trade employers. By assets it is the 254th-largest of 2,160 plans among Georgia employers on file, and the 372nd of 4,246 in wholesale trade. In 2022, employees put in $2.61 for every $1.00 the employer contributed.
Sunbelt Marketing Investment Corp.'s 2022 employer contribution ran below the $3,449 median for plans its size, in the bottom quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.
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Source: U.S. Department of Labor, Form 5500 series, EIN 581259105 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.