2023 Form 5500 filing — Sanisure, LLC 401(K) Profit Sharing 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 20241015140636NAL0056564914001) for Sanisure, LLC 401(K) Profit Sharing Plan, reported by Sanisure, LLC under EIN 84-3210697 and plan number 001. It reports 368 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015140636NAL0056564914001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Sanisure, LLC
- EIN
- 84-3210697
- Plan number
- 001
- Location
- Camarillo, CA
- Participants
- 368
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,969,619
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,969,619
- Employer contributions
- $571,583
- Participant contributions
- $1,079,649
- Total income / additions
- $2,678,649
- Benefits paid
- $651,642
- Administrative expenses
- $46,664
- Total expenses
- $719,433
- Net increase / (decrease)
- $1,959,216
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cambridge Investment Group | INVESTMENT ADVISOR | $24,753 | not reported in the loaded dataset |
| Truog-Ryding Company, Inc. | CONTRACT ADMIN | $5,262 | $2,145 |
| Empower Annuity Ins Co Of America | RECORDKEEPER | $3,795 | $0 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $197 | not reported in the loaded dataset |