2023 Form 5500 filing — Sunrise Management Group 401(K) Safe Harbor 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 20241008100412NAL0008241651002) for Sunrise Management Group 401(K) Safe Harbor Plan, reported by Sunrise Management Group, Inc. under EIN 81-2458360 and plan number 001. It reports 156 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008100412NAL0008241651002
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Sunrise Management Group, Inc.
- EIN
- 81-2458360
- Plan number
- 001
- Location
- Ocean Springs, MS
- Participants
- 156
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,101,463
- Net assets (EOY)
- $3,101,463
- Employer contributions
- $189,743
- Participant contributions
- $323,678
- Total income / additions
- $1,006,082
- Benefits paid
- $193,277
- Administrative expenses
- $16,191
- Total expenses
- $220,960
- Net increase / (decrease)
- $785,122
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Regions Bank Dba Regions Trust | INVESTMENT ADVISOR | $12,044 | $0 |