Surprise, AZ Form 5500 retirement and benefit plan filings
City Form 5500 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, Surprise, AZ has 21 loaded benefit plan(s) reported by 20 plan sponsor(s), with $16,863,211 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 21
- Plan sponsors
- 20
- Total reported assets (EOY)
- $16,863,211
- Latest filing year
- 2023
Largest loaded plans by reported assets
| Plan | Sponsor | Reported assets (EOY) | Year |
|---|---|---|---|
| Sun Health Employee Services 401(K) Plan | Sun Health Employee Services, LLC. | $10,909,624 | 2023 |
| Jenny V. Wang, D.D.S., Ii, L.L.C. Defined Benefit Plan | Jenny V. Wang, D.D.S., Ii, L.L.C. | $2,309,797 | 2023 |
| Jrrs Auto & Truck Parts Inc 401(K) Plan | Jrrs Auto & Truck Parts Inc | $1,294,015 | 2023 |
| Fishell Screen Products Profit Share Plan | Fishell Screen Products Inc. | $891,727 | 2023 |
| K & D Petroleum Co. 401(K) Plan | K & D Petroleum Co. | $336,855 | 2023 |
| Paul Petersen Inc. Retirement Plan | Paul Petersen Inc. | $242,531 | 2023 |
| Max Automotive 2 401k Trust | Max Automotive 2, Inc. | $212,440 | 2023 |
| Phoenix Communication Solution 401(K) Profit Sharing Plan & Trust | Phoenix Communication Solution | $173,707 | 2023 |
| Sb Cares, Inc. Profit Sharing Plan | Sb Cares, Inc. | $161,656 | 2023 |
| 3jm Endeavors Inc. Retirement Plan | 3jm Endeavors Inc. | $156,510 | 2023 |
| Gitcorp Retirement Plan | Gitcorp, Inc. | $100,000 | 2023 |
| Amberpig Corporation 401(K) Plan | Amberpig Corporation | $73,187 | 2023 |
| Apex Business Coaching Corporation 401(K) Profit Sharing Plan | Apex Business Coaching Corporation | $1,162 | 2023 |
| Vj Corp 401(K) Plan | Vj Corp | $0 | 2023 |
| Marco Wolf Incorporated Retirement Plan | Marco Wolf Incorporated | $0 | 2023 |
| Monheit Frisch Cpas Retirement Plan | Monheit Frisch Cpas Plc | $0 | 2023 |
| Camping On The River Inc 401(K) Plan | Camping On The River Inc | $0 | 2023 |
| Consolidated Welfare Plan Of Iris Usa Inc | Iris Usa Inc | not reported in the loaded dataset | 2023 |
| Destiny Springs Healthcare, LLC Short Term Disability Plan | Destiny Springs Healthcare, LLC | not reported in the loaded dataset | 2023 |
| United Construction Group, LLC Employee Health And Welfare Benefit Plan | United Construction Group, LLC | not reported in the loaded dataset | 2023 |
| Sun Health Employee Services Benefits Plan | Sun Health Employee Services | not reported in the loaded dataset | 2023 |
Largest plans in Surprise → · Surprise plans with financial data → · $1B+ plans in Surprise → · Providers by reported compensation →
Related Form 5500 pages
- All AZ Form 5500 filings
- Sun Health Employee Services 401(K) Plan (plan 001)
- Sun Health Employee Services, LLC. — all reported plans
- Jenny V. Wang, D.D.S., Ii, L.L.C. Defined Benefit Plan (plan 002)
- Jenny V. Wang, D.D.S., Ii, L.L.C. — all reported plans
- Jrrs Auto & Truck Parts Inc 401(K) Plan (plan 001)
- Jrrs Auto & Truck Parts Inc — all reported plans
- Fishell Screen Products Profit Share Plan (plan 002)
- Fishell Screen Products Inc. — all reported plans
- K & D Petroleum Co. 401(K) Plan (plan 001)
- K & D Petroleum Co. — all reported plans
- Paul Petersen Inc. Retirement Plan (plan 001)
- Paul Petersen Inc. — all reported plans
- Max Automotive 2 401k Trust (plan 001)
- Max Automotive 2, Inc. — all reported plans
- Phoenix Communication Solution 401(K) Profit Sharing Plan & Trust (plan 001)
- Phoenix Communication Solution — all reported plans
- Sb Cares, Inc. Profit Sharing Plan (plan 001)
- Sb Cares, Inc. — all reported plans
- 3jm Endeavors Inc. Retirement Plan (plan 001)
- 3jm Endeavors Inc. — all reported plans
- Gitcorp Retirement Plan (plan 001)
- Gitcorp, Inc. — all reported plans
- Amberpig Corporation 401(K) Plan (plan 001)
- Amberpig Corporation — all reported plans
- Apex Business Coaching Corporation 401(K) Profit Sharing Plan (plan 001)
- Apex Business Coaching Corporation — all reported plans
- Vj Corp 401(K) Plan (plan 001)
- Vj Corp — all reported plans
- Marco Wolf Incorporated Retirement Plan (plan 001)
- Marco Wolf Incorporated — all reported plans
- Methodology
- Data sources