2023 Form 5500 filing — Sunset Home 403(B) Retirement Savings 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 20241015084344NAL0027856593001) for Sunset Home 403(B) Retirement Savings Plan, reported by Sunset Home under EIN 37-0661224 and plan number 001. It reports 233 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$3.8MReported net assets$3,787,178
Participants233
Provider compensation$9.5K2 Schedule C row(s)$9,527
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241015084344NAL0027856593001
Plan sponsor
Sunset Home
EIN
37-0661224
Plan number
001
Location
Quincy, IL
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$3.8M total assets
Net assets$3.8MLiabilities$0
Money in vs. money out
Total income / additions$929.5K
Total expenses$219.1K
Benefits paid / distributions$152.3K
Contributions
Employer$128.7K
Participant$306.7K
Full reported line items
Total assets (EOY)
$3,787,178
Total liabilities (EOY)
$0
Net assets (EOY)
$3,787,178
Employer contributions
$128,720
Participant contributions
$306,710
Total income / additions
$929,459
Benefits paid
$152,333
Administrative expenses
$50,707
Total expenses
$219,088
Net increase / (decrease)
$710,371
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    CONTRACT ADMINISTRATOR · Direct $9.5K · Indirect $0
  2. 2
    INVESTMENT ADVISORY · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015084344NAL0027856593001 cover?
It is the 2023 Form 5500 filing for Sunset Home 403(B) Retirement Savings Plan, reported by Sunset Home (EIN 37-0661224).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages