Sonoran University Of Health Sciences 401(K) Plan — Form 5500 plan (Sonoran University Of Health Sci)
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, Sonoran University Of Health Sciences 401(K) Plan is a benefit plan reported by Sonoran University Of Health Sci under EIN 86-0702049 and plan number 001. The latest loaded filing year is 2023. The filing reports 275 participants and $7,034,628 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Sonoran University Of Health Sci
- EIN
- 86-0702049
- Plan number
- 001
- Plan type
- 2
- Location
- Tempe, AZ
- Latest filing year
- 2023
- Participants
- 275
- End-of-year plan assets
- $7,034,628
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 275 | H, C | 20241018124129NAL0032821361001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,034,628
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,034,628
- Net assets (BOY)
- $6,038,495
Income & contributions
- Participant contributions
- $726,391
- Total contributions
- $795,766
- Total income / additions
- $1,774,590
Expenses & distributions
- Benefits paid
- $719,157
- Administrative expenses
- $50,844
- Total expenses
- $778,457
- Net increase / (decrease)
- $996,133
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Adp, Inc. | RECORD KEEPER | $35,455 | $0 | 2023 |
| Geneos Wealth Management, Inc. | INVESTMENT/FINANCIAL ADVI | $15,388 | $0 | 2023 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 | 2023 |