2023 Form 5500 filing — Sunroad Enterprises Employees' 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 20241015144758NAL0030032113001) for Sunroad Enterprises Employees' 401(K) Plan, reported by Sunroad Holding Corporation under EIN 33-0473258 and plan number 001. It reports 1,603 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)$55.3MReported net assets$55,268,340
Participants1.6K1,603
Provider compensation$123.5K4 Schedule C row(s)$123,508
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241015144758NAL0030032113001
Plan sponsor
Sunroad Holding Corporation
EIN
33-0473258
Plan number
001
Location
San Diego, CA
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)$55.3M total assets
Net assets$55.3MLiabilities$0
Money in vs. money out
Total income / additions$16.1M
Total expenses$8.7M
Benefits paid / distributions$8.5M
Contributions
Employer$604.3K
Participant$6.6M
Full reported line items
Total assets (EOY)
$55,268,340
Total liabilities (EOY)
$0
Net assets (EOY)
$55,268,340
Employer contributions
$604,336
Participant contributions
$6,614,356
Total income / additions
$16,116,133
Benefits paid
$8,526,256
Administrative expenses
$123,836
Total expenses
$8,696,730
Net increase / (decrease)
$7,419,403
Schedule C

Reported service provider compensation

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

  1. 1
    RECORDKEEPER · Direct $53.4K · Indirect $0
  2. 2
    Adp, Inc.$51.4K
    RECORD KEEPER · Direct $51.4K · Indirect $0
  3. 3
    ADVISOR · Direct $18.8K
  4. 4
    RECORD KEEPER · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015144758NAL0030032113001 cover?
It is the 2023 Form 5500 filing for Sunroad Enterprises Employees' 401(K) Plan, reported by Sunroad Holding Corporation (EIN 33-0473258).
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