Sunshine Retirement Living LLC 401(K) Plan — Form 5500 plan (Sunshine Retirement Living 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, Sunshine Retirement Living LLC 401(K) Plan is a benefit plan reported by Sunshine Retirement Living LLC under EIN 27-2259301 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,485 participants and $5,775,621 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Sunshine Retirement Living LLC
- EIN
- 27-2259301
- Plan number
- 001
- Plan type
- 2
- Location
- Bend, OR
- Latest filing year
- 2023
- Participants
- 1,485
- End-of-year plan assets
- $5,775,621
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,485 | H, C | 20250203133246NAL0006742433001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,775,621
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,775,621
- Net assets (BOY)
- $3,925,074
Income & contributions
- Employer contributions
- $297,532
- Participant contributions
- $1,050,605
- Total contributions
- $1,535,805
- Total income / additions
- $2,291,458
Expenses & distributions
- Benefits paid
- $359,790
- Administrative expenses
- $78,781
- Total expenses
- $440,911
- Net increase / (decrease)
- $1,850,547
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $37,188 | $0 | 2023 |
| Grove Mueller & Swank | AUDITOR | $19,500 | not reported in the loaded dataset | 2023 |
| Aldrich Wealth | INVESTMENT ADVISOR | $17,408 | not reported in the loaded dataset | 2023 |
| Prime Retirement Solutions, LLC | CONTRACT ADMIN | $5,011 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Sunshine Retirement Living LLC
- 2023 Form 5500 filing
- Form 5500 filings in OR
- 401(k) and benefit plan filings in Bend, OR
- Empower Annuity Insurance Company — Schedule C compensation
- Grove Mueller & Swank — Schedule C compensation
- Aldrich Wealth — Schedule C compensation
- Prime Retirement Solutions, LLC — Schedule C compensation