2023 Form 5500 filing — Sunrise Company 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 20241015103738NAL0029275697001) for Sunrise Company 401(K) Plan, reported by Toscana Limited, L.P. under EIN 20-0080804 and plan number 001. It reports 381 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)$30.9MReported net assets$30,915,757
Participants381
Provider compensation$6K1 Schedule C row(s)$5,990
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241015103738NAL0029275697001
- Plan sponsor
- Toscana Limited, L.P.
- EIN
- 20-0080804
- Plan number
- 001
- Location
- Palm Desert, CA
- Received date
- not reported in the loaded dataset
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)$30.9M total assets
Net assets$30.9MLiabilities$0
Full reported line items
- Total assets (EOY)
- $30,915,757
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $30,915,757
- Employer contributions
- $664,947
- Participant contributions
- $1,339,613
- Total income / additions
- $7,088,732
- Benefits paid
- $2,065,673
- Administrative expenses
- $3,440
- Total expenses
- $2,086,026
- Net increase / (decrease)
- $5,002,706
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| The Vanguard Group, Inc. | NONE | $5,990 | $0 |