2023 Form 5500 filing — Sunnyside 401(K) And 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 20240712105924NAL0035644514001) for Sunnyside 401(K) And Retirement Plan, reported by Sunnyside Presbyterian Home under EIN 54-0591600 and plan number 001. It reports 697 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240712105924NAL0035644514001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Sunnyside Presbyterian Home
- EIN
- 54-0591600
- Plan number
- 001
- Location
- Harrisonburg, VA
- Participants
- 697
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $16,853,440
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $16,853,440
- Employer contributions
- $606,303
- Participant contributions
- $968,441
- Total income / additions
- $4,269,925
- Benefits paid
- $1,099,236
- Administrative expenses
- $69,675
- Total expenses
- $1,179,204
- Net increase / (decrease)
- $3,090,721
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| John Hancock | RECORDKEEPER | $35,369 | $0 |
| Commonwealth Financial Network | INVESTMENT ADVISOR | $34,306 | not reported in the loaded dataset |