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 Management Group 401(K) Safe Harbor Plan is a benefit plan reported by Sunrise Management Group, Inc. under EIN 81-2458360 and plan number 001. The latest loaded filing year is 2023. The filing reports 156 participants and $3,101,463 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,101,463
- Net assets (EOY)
- $3,101,463
- Net assets (BOY)
- $2,316,341
Income & contributions
- Employer contributions
- $189,743
- Participant contributions
- $323,678
- Total contributions
- $513,421
- Total income / additions
- $1,006,082
Expenses & distributions
- Benefits paid
- $193,277
- Administrative expenses
- $16,191
- Total expenses
- $220,960
- Net increase / (decrease)
- $785,122