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Sunny Benefits, Inc.

Updated Oct 27, 2026·Latest SEC filing Apr 23, 2024·Suggest an edit

About Sunny Benefits

Sunny Benefits is a private company based in Daniel Island, South Carolina, incorporated in 2022 in Delaware. It has reported $11,151,000 raised in two offerings on Form D since July 2023. Its chief executive is Scott Rotermund.

Funding Rounds (SEC Form D)

First saleFiled with SECAmount soldInvestorsAvg. checkTermsFiling
Nov 30, 2023Dec 15, 2023amended Apr 23, 2024$8,151,000of $8.9M target16$509KEquityRule 506(b)Form D/A ↗1 earlier filing
Mar 31, 2023Jul 13, 2023$3,000,000target not set9$333KDebtRule 506(b), 3(c), 3(c)(1)Form D ↗
Total, two offerings$11,151,000

First sale is the date the first investor in the offering committed to invest. Companies must file Form D within 15 days of that date, so filing dates run later.

Leadership Team

Executive officers and directors listed on Sunny Benefits's Form D filed Apr 23, 2024.

DS
Daniel Simon
Executive officer and director
DF
David Fields
Director
SR
Scott Rotermund
Chief Executive Officer and director

Sources

  1. SECSunny Benefits, Inc. Form D, filed Dec 15, 2023
  2. SECSunny Benefits, Inc. filing history