2023 Form 5500 filing — Sunmed 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 20241009093456NAL0010484851001) for Sunmed LLC 401(K) Plan, reported by Sunmed LLC under EIN 26-3700043 and plan number 001. It reports 479 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009093456NAL0010484851001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Sunmed LLC
- EIN
- 26-3700043
- Plan number
- 001
- Location
- Grand Rapids, MI
- Participants
- 479
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $30,368,532
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $30,368,532
- Employer contributions
- $1,260,516
- Participant contributions
- $2,610,663
- Total income / additions
- $15,885,921
- Benefits paid
- $3,145,736
- Administrative expenses
- $75,838
- Total expenses
- $3,221,574
- Net increase / (decrease)
- $12,664,347
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| John Hancock Life Insurance Company | RECORDKEEPER | $40,731 | $0 |
| Sageview Advisors | RETAINED BY PLAN SPONSOR | $23,236 | not reported in the loaded dataset |
| Robert W. Baird & Co., Inc. | RETAINED BY PLAN SPONSOR | $11,870 | not reported in the loaded dataset |