Sunrise Treatment Center, LLC 401(K) Plan — Form 5500 plan (Sunrise Treatment Center, 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 Treatment Center, LLC 401(K) Plan is a benefit plan reported by Sunrise Treatment Center, LLC under EIN 26-1184641 and plan number 001. The latest loaded filing year is 2023. The filing reports 250 participants and $3,718,047 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Sunrise Treatment Center, LLC
EIN
26-1184641
Plan number
001
Plan type
2
Location
Cincinnati, OH
Latest filing year
2023
Participants
250
End-of-year plan assets
$3,718,047

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023250H, C20240920142935NAL0002999395001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$3,718,047
Total liabilities (EOY)
$388
Net assets (EOY)
$3,717,659
Net assets (BOY)
$3,007,644

Income & contributions

Employer contributions
$282,287
Participant contributions
$514,997
Total contributions
$824,961
Total income / additions
$1,324,177

Expenses & distributions

Benefits paid
$605,084
Administrative expenses
$9,078
Total expenses
$614,162
Net increase / (decrease)
$710,015

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
M Holdings SecuritiesSERVICE PROVIDER$0$11,6382023
Latitude Service Company IncTHIRD PARTY ADMINISTRATO$0$6,5132023

Related Form 5500 pages