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, Sun Health Employee Services 401(K) Plan is a benefit plan reported by Sun Health Employee Services, LLC. under EIN 84-3319318 and plan number 001. The latest loaded filing year is 2023. The filing reports 645 participants and $10,909,624 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,909,624
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,909,624
- Net assets (BOY)
- $8,894,900
Income & contributions
- Employer contributions
- $814,561
- Participant contributions
- $1,596,708
- Total contributions
- $2,719,052
- Total income / additions
- $4,214,132
Expenses & distributions
- Benefits paid
- $2,116,941
- Administrative expenses
- $61,192
- Total expenses
- $2,199,408
- Net increase / (decrease)
- $2,014,724