2023 Form 5500 filing — Sunrise Services, Inc. 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 20241014133619NAL0044665776001) for Sunrise Services, Inc. 401(K) Plan, reported by Sunrise Services, Inc. under EIN 91-1013396 and plan number 002. It reports 666 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014133619NAL0044665776001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Sunrise Services, Inc.
- EIN
- 91-1013396
- Plan number
- 002
- Location
- Everett, WA
- Participants
- 666
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,301,795
- Total liabilities (EOY)
- $8,006
- Net assets (EOY)
- $9,293,789
- Employer contributions
- $517,940
- Participant contributions
- $1,102,333
- Total income / additions
- $2,669,510
- Benefits paid
- $943,493
- Administrative expenses
- $66,892
- Total expenses
- $1,010,385
- Net increase / (decrease)
- $1,659,125
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Co | RECORDKEEPER | $57,931 | $0 |
| Massachusetts Mutual Life Ins Comp | BROKER/ADVISER | $0 | $20,084 |
| Pension Plan Specialists Pc | TPA | $0 | $8,292 |
| Empower Advisory Group, LLC | INVESTMENT MGMT. | $7,665 | not reported in the loaded dataset |