Sanisure, LLC 401(K) Profit Sharing Plan — Form 5500 plan (Sanisure, 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, Sanisure, LLC 401(K) Profit Sharing Plan is a benefit plan reported by Sanisure, LLC under EIN 84-3210697 and plan number 001. The latest loaded filing year is 2023. The filing reports 368 participants and $5,969,619 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Sanisure, LLC
- EIN
- 84-3210697
- Plan number
- 001
- Plan type
- 2
- Location
- Camarillo, CA
- Latest filing year
- 2023
- Participants
- 368
- End-of-year plan assets
- $5,969,619
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 368 | H, C | 20241015140636NAL0056564914001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,969,619
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,969,619
- Net assets (BOY)
- $4,010,403
Income & contributions
- Employer contributions
- $571,583
- Participant contributions
- $1,079,649
- Total contributions
- $1,969,408
- Total income / additions
- $2,678,649
Expenses & distributions
- Benefits paid
- $651,642
- Administrative expenses
- $46,664
- Total expenses
- $719,433
- Net increase / (decrease)
- $1,959,216
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Cambridge Investment Group | INVESTMENT ADVISOR | $24,753 | not reported in the loaded dataset | 2023 |
| Truog-Ryding Company, Inc. | CONTRACT ADMIN | $5,262 | $2,145 | 2023 |
| Empower Annuity Ins Co Of America | RECORDKEEPER | $3,795 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $197 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Sanisure, LLC
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Camarillo, CA
- Cambridge Investment Group — Schedule C compensation
- Truog-Ryding Company, Inc. — Schedule C compensation
- Empower Annuity Ins Co Of America — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation