Sunrise Coal, LLC 401(K) Profit Sharing Plan — Form 5500 plan (Sunrise Coal, 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 Coal, LLC 401(K) Profit Sharing Plan is a benefit plan reported by Sunrise Coal, LLC under EIN 37-1449270 and plan number 001. The latest loaded filing year is 2023. The filing reports 961 participants and $51,264,259 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Sunrise Coal, LLC
EIN
37-1449270
Plan number
001
Plan type
2
Location
Terre Haute, IN
Latest filing year
2023
Participants
961
End-of-year plan assets
$51,264,259

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023961H, C20241003111705NAL0010463153001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$51,264,259
Total liabilities (EOY)
$0
Net assets (EOY)
$51,264,259
Net assets (BOY)
$40,201,531

Income & contributions

Employer contributions
$3,007,471
Participant contributions
$5,147,671
Total contributions
$8,382,966
Total income / additions
$15,603,811

Expenses & distributions

Benefits paid
$4,518,178
Administrative expenses
$22,905
Total expenses
$4,541,083
Net increase / (decrease)
$11,062,728

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Wells Fargo Clearing Services LLCADVISOR$48,684not reported in the loaded dataset2023
Plante & Moran PllcACCOUNTANT/AUDITOR$15,750not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER-$40,879$02023

Related Form 5500 pages