2023 Form 5500 filing — Sunrise Treatment Center, LLC 401(K) Plan
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 20240920142935NAL0002999395001) for Sunrise Treatment Center, LLC 401(K) Plan, reported by Sunrise Treatment Center, LLC under EIN 26-1184641 and plan number 001. It reports 250 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240920142935NAL0002999395001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Sunrise Treatment Center, LLC
- EIN
- 26-1184641
- Plan number
- 001
- Location
- Cincinnati, OH
- Participants
- 250
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,718,047
- Total liabilities (EOY)
- $388
- Net assets (EOY)
- $3,717,659
- Employer contributions
- $282,287
- Participant contributions
- $514,997
- Total income / additions
- $1,324,177
- Benefits paid
- $605,084
- Administrative expenses
- $9,078
- Total expenses
- $614,162
- Net increase / (decrease)
- $710,015
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| M Holdings Securities | SERVICE PROVIDER | $0 | $11,638 |
| Latitude Service Company Inc | THIRD PARTY ADMINISTRATO | $0 | $6,513 |