2023 Form 5500 filing — Suncrest Health Services LLC 401(K) 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 20241008165000NAL0017064641001) for Suncrest Health Services LLC 401(K) Plan, reported by Suncrest Health Services LLC under EIN 46-1848782 and plan number 001. It reports 1,475 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$16.2MReported net assets$16,196,786
Participants1.5K1,475
Provider compensation$99.1K3 Schedule C row(s)$99,083
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241008165000NAL0017064641001
Plan sponsor
Suncrest Health Services LLC
EIN
46-1848782
Plan number
001
Location
Sandy, UT
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 H · 2023

Reported financial snapshot

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

Reported balance (end of year)$16.2M total assets
Net assets$16.2MLiabilities$0
Money in vs. money out
Total income / additions$7.5M
Total expenses$1.3M
Benefits paid / distributions$1.2M
Contributions
Employer$1.3M
Participant$3M
Full reported line items
Total assets (EOY)
$16,196,786
Total liabilities (EOY)
$0
Net assets (EOY)
$16,196,786
Employer contributions
$1,347,455
Participant contributions
$2,960,556
Total income / additions
$7,514,130
Benefits paid
$1,209,900
Administrative expenses
$99,084
Total expenses
$1,312,676
Net increase / (decrease)
$6,201,454
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    ADVISOR · Direct $57.7K
  2. 2
    RECORDKEEPER · Direct $32.5K · Indirect $0
  3. 3
    ADVISOR · Direct $8.9K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241008165000NAL0017064641001 cover?
It is the 2023 Form 5500 filing for Suncrest Health Services LLC 401(K) Plan, reported by Suncrest Health Services LLC (EIN 46-1848782).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages