2023 Form 5500 filing — Sunshine Retirement Living LLC 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 20250203133246NAL0006742433001) for Sunshine Retirement Living LLC 401(K) Plan, reported by Sunshine Retirement Living LLC under EIN 27-2259301 and plan number 001. It reports 1,485 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250203133246NAL0006742433001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Sunshine Retirement Living LLC
- EIN
- 27-2259301
- Plan number
- 001
- Location
- Bend, OR
- Participants
- 1,485
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,775,621
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,775,621
- Employer contributions
- $297,532
- Participant contributions
- $1,050,605
- Total income / additions
- $2,291,458
- Benefits paid
- $359,790
- Administrative expenses
- $78,781
- Total expenses
- $440,911
- Net increase / (decrease)
- $1,850,547
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $37,188 | $0 |
| Grove Mueller & Swank | AUDITOR | $19,500 | not reported in the loaded dataset |
| Aldrich Wealth | INVESTMENT ADVISOR | $17,408 | not reported in the loaded dataset |
| Prime Retirement Solutions, LLC | CONTRACT ADMIN | $5,011 | not reported in the loaded dataset |