2023 Form 5500 filing — Sunrise Carpentry, Inc. Retirement Plan

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240515122829NAL0048202416001) for Sunrise Carpentry, Inc. Retirement Plan, reported by Sunrise Carpentry, Inc. under EIN 86-0477315 and plan number 002. It reports 265 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$4.2MReported net assets$4,209,438
Participants265
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240515122829NAL0048202416001
Plan sponsor
Sunrise Carpentry, Inc.
EIN
86-0477315
Plan number
002
Location
Henderson, NV
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$4.2M total assets
Net assets$4.2MLiabilities
Money in vs. money out
Total income / additions$860.2K
Total expenses$87.5K
Benefits paid / distributions$39.6K
Contributions
Employer$120.3K
Participant$208K
Full reported line items
Total assets (EOY)
$4,209,438
Net assets (EOY)
$4,209,438
Employer contributions
$120,312
Participant contributions
$208,023
Total income / additions
$860,218
Benefits paid
$39,624
Administrative expenses
$28,337
Total expenses
$87,482
Net increase / (decrease)
$772,736

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240515122829NAL0048202416001 cover?
It is the 2023 Form 5500 filing for Sunrise Carpentry, Inc. Retirement Plan, reported by Sunrise Carpentry, Inc. (EIN 86-0477315).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages