Sunrise Engineering 401(K) Plan — Form 5500 plan (Sunrise Engineering, Inc.)

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 Engineering 401(K) Plan is a benefit plan reported by Sunrise Engineering, Inc. under EIN 87-0395347 and plan number 001. The latest loaded filing year is 2023. The filing reports 484 participants and $25,298,636 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Sunrise Engineering, Inc.
EIN
87-0395347
Plan number
001
Plan type
2
Location
Fillmore, UT
Latest filing year
2023
Participants
484
End-of-year plan assets
$25,298,636

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023484H, C20241010141921NAL0020298753001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$25,298,636
Total liabilities (EOY)
$0
Net assets (EOY)
$25,298,636
Net assets (BOY)
$19,777,239

Income & contributions

Employer contributions
$832,762
Participant contributions
$1,670,458
Total contributions
$2,930,544
Total income / additions
$7,014,963

Expenses & distributions

Benefits paid
$1,392,032
Administrative expenses
$101,534
Total expenses
$1,493,566
Net increase / (decrease)
$5,521,397

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
John Hancock U.S.A.RECORDKEEPER$404$02023

Related Form 5500 pages