Form D · Business Services

Sunny Benefits, Inc.

Daniel Island, SC · CIK 0001984738

Offering snapshot reported Apr 23, 2024 · SEC filing

Reported sold
$8.15M
Offering amount: $8.95M
Investors reported
16
Form D · investor count
Minimum accepted
$0
Reported outside-investor minimum
First sale
Nov 30, 2023
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$4.08M$8.15MDec 15, 2023: $3,268,000.00Dec 15, 2023Apr 23, 2024: $8,151,000.00Apr 23, 2024

Dates are filing dates, not cash receipt dates. Decreases are reported revisions, not evidence of withdrawals. Separate offering histories are not added together.

What changed?

Latest filing versus its linked predecessor, where available.

  • Reported sold$3,268,000 → $8,151,000
  • Reported investors11 → 16

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Apr 23, 2024Amendment$8,151,000$4,883,000vs Dec 15, 202316SEC filing
Dec 15, 2023Initial$3,268,000No comparison11SEC filing
Jul 13, 2023Initial$3,000,000No comparison9SEC filing

Offering details

Securities
Equity
Exemptions
06b
Duration over one year
No
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-499780

Source: Form D, filed Apr 23, 2024. Minimum accepted may differ from a standard advertised minimum.

Fund connections

No confirmed ADV fund connection is available for this issuer.

People & organizations

Current and past Form D appearances. These existing records do not establish a person's current role or uniquely identify them across issuers.

People and organizations reported in Form D filings
NameReported role
David Fields Director
Scott Rotermund Director, Executive
Daniel Simon Director, Executive

Issuer details

Industry: Business Services (See others in industry)

Address:
17 Watroo Point
Daniel Island, SC, 29492