2023 Form 5500 filing — Sunrise Medical 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 20241010152122NAL0021334913001) for Sunrise Medical 401(K) Plan, reported by Sunrise Medical (Us) LLC under EIN 27-2381917 and plan number 001. It reports 633 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010152122NAL0021334913001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Sunrise Medical (Us) LLC
- EIN
- 27-2381917
- Plan number
- 001
- Location
- Fresno, CA
- Participants
- 633
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $68,464,346
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $68,464,346
- Employer contributions
- $1,218,700
- Participant contributions
- $2,477,773
- Total income / additions
- $13,752,637
- Benefits paid
- $6,292,261
- Administrative expenses
- $221,469
- Total expenses
- $6,522,534
- Net increase / (decrease)
- $7,230,103
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $83,939 | $0 |
| Cook Street Consulting Inc | INVESTMENT ADVISOR | $54,563 | not reported in the loaded dataset |
| Brock And Company Cpas Pc | AUDITOR | $43,716 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $39,730 | not reported in the loaded dataset |