Sunrise Global Marketing, LLC 401(K) Profit Sharing Plan — Form 5500 plan (Sunrise Global Marketing, LLC)
Plain-English plan 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, Sunrise Global Marketing, LLC 401(K) Profit Sharing Plan is a benefit plan reported by Sunrise Global Marketing, LLC under EIN 20-5452967 and plan number 001. The latest loaded filing year is 2023. The filing reports 336 participants and $9,978,492 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Sunrise Global Marketing, LLC
- EIN
- 20-5452967
- Plan number
- 001
- Plan type
- 2
- Location
- Mooresville, NC
- Latest filing year
- 2023
- Participants
- 336
- End-of-year plan assets
- $9,978,492
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 336 | H, C | 20250223221731NAL0008518993001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,978,492
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,978,492
- Net assets (BOY)
- $5,955,401
Income & contributions
- Employer contributions
- $1,138,657
- Participant contributions
- $1,561,997
- Total contributions
- $3,439,575
- Total income / additions
- $4,775,194
Expenses & distributions
- Benefits paid
- $704,080
- Administrative expenses
- $48,023
- Total expenses
- $752,103
- Net increase / (decrease)
- $4,023,091
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Merrill Lynch Pierce Fenner & Smith | INVESTMENT ADVISOR/OTHER | $24,425 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Co.Of Ame | RECORDKEEPER | $18,694 | $0 | 2023 |
| Loren D Stark Company | CONTRACT ADMIN | $4,613 | $3,735 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $1,411 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Sunrise Global Marketing, LLC
- 2023 Form 5500 filing
- Form 5500 filings in NC
- 401(k) and benefit plan filings in Mooresville, NC
- Merrill Lynch Pierce Fenner & Smith — Schedule C compensation
- Empower Annuity Insurance Co.Of Ame — Schedule C compensation
- Loren D Stark Company — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation