2023 Form 5500 filing — Sonoran University Of Health Sciences 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 20241018124129NAL0032821361001) for Sonoran University Of Health Sciences 401(K) Plan, reported by Sonoran University Of Health Sci under EIN 86-0702049 and plan number 001. It reports 275 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241018124129NAL0032821361001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Sonoran University Of Health Sci
- EIN
- 86-0702049
- Plan number
- 001
- Location
- Tempe, AZ
- Participants
- 275
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,034,628
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,034,628
- Participant contributions
- $726,391
- Total income / additions
- $1,774,590
- Benefits paid
- $719,157
- Administrative expenses
- $50,844
- Total expenses
- $778,457
- Net increase / (decrease)
- $996,133
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Adp, Inc. | RECORD KEEPER | $35,455 | $0 |
| Geneos Wealth Management, Inc. | INVESTMENT/FINANCIAL ADVI | $15,388 | $0 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 |