2023 Form 5500 filing — Sunrise Shoprite, Inc. Employees' Retirement 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 20241009120941NAL0010587251001) for Sunrise Shoprite, Inc. Employees' Retirement Plan, reported by Sunrise Shoprite, Inc. under EIN 22-1589183 and plan number 002. It reports 108 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009120941NAL0010587251001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Sunrise Shoprite, Inc.
- EIN
- 22-1589183
- Plan number
- 002
- Location
- West Caldwell, NJ
- Participants
- 108
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $15,704,118
- Total liabilities (EOY)
- $14,407
- Net assets (EOY)
- $15,689,711
- Employer contributions
- $136,852
- Participant contributions
- $575,253
- Total income / additions
- $2,955,270
- Benefits paid
- $2,372,013
- Administrative expenses
- $27,913
- Total expenses
- $2,399,926
- Net increase / (decrease)
- $555,344
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $27,913 | $0 |
| Cliftonlarsonallen Llp | ACCOUNTANT | $0 | $19,750 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 |