2023 Form 5500 filing — Sunrise Bank Ksop

Plain-English filing summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240708103523NAL0019700336001) for Sunrise Bank Ksop, reported by Sunrise Bank under EIN 20-3037210 and plan number 001. It reports 86 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$4.9MReported net assets$4,868,271
Participants86
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240708103523NAL0019700336001
Plan sponsor
Sunrise Bank
EIN
20-3037210
Plan number
001
Location
Cocoa Beach, FL
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$4.9M total assets
Net assets$4.9MLiabilities
Money in vs. money out
Total income / additions$609.9K
Total expenses$232K
Benefits paid / distributions$197.1K
Contributions
Employer$171.1K
Participant$333.3K
Full reported line items
Total assets (EOY)
$4,868,271
Net assets (EOY)
$4,868,271
Employer contributions
$171,122
Participant contributions
$333,298
Total income / additions
$609,863
Benefits paid
$197,121
Administrative expenses
$34,888
Total expenses
$232,009
Net increase / (decrease)
$377,854

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240708103523NAL0019700336001 cover?
It is the 2023 Form 5500 filing for Sunrise Bank Ksop, reported by Sunrise Bank (EIN 20-3037210).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages