2023 Form 5500 filing — Sunrise Coal, LLC 401(K) Profit Sharing 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 20241003111705NAL0010463153001) for Sunrise Coal, LLC 401(K) Profit Sharing Plan, reported by Sunrise Coal, LLC under EIN 37-1449270 and plan number 001. It reports 961 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241003111705NAL0010463153001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Sunrise Coal, LLC
- EIN
- 37-1449270
- Plan number
- 001
- Location
- Terre Haute, IN
- Participants
- 961
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $51,264,259
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $51,264,259
- Employer contributions
- $3,007,471
- Participant contributions
- $5,147,671
- Total income / additions
- $15,603,811
- Benefits paid
- $4,518,178
- Administrative expenses
- $22,905
- Total expenses
- $4,541,083
- Net increase / (decrease)
- $11,062,728
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Wells Fargo Clearing Services LLC | ADVISOR | $48,684 | not reported in the loaded dataset |
| Plante & Moran Pllc | ACCOUNTANT/AUDITOR | $15,750 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | -$40,879 | $0 |