2023 Form 5500 filing — Sunrise Credit Services, Inc. 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 20241015214340NAL0049883648001) for Sunrise Credit Services, Inc. 401(K) Plan, reported by Sunrise Credit Services, Inc. under EIN 11-2369271 and plan number 002. It reports 268 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)$12MReported net assets$11,956,931
Participants268
Provider compensation$28.6K3 Schedule C row(s)$28,635
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241015214340NAL0049883648001
- Plan sponsor
- Sunrise Credit Services, Inc.
- EIN
- 11-2369271
- Plan number
- 002
- Location
- Melville, NY
- 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)$12M total assets
Net assets$12MLiabilities$48.1K
Full reported line items
- Total assets (EOY)
- $12,005,081
- Total liabilities (EOY)
- $48,150
- Net assets (EOY)
- $11,956,931
- Employer contributions
- $29,398
- Participant contributions
- $435,331
- Total income / additions
- $2,291,205
- Benefits paid
- $553,949
- Administrative expenses
- $28,636
- Total expenses
- $597,106
- Net increase / (decrease)
- $1,694,099
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Kingsview Asset Management, LLC | INVESTMENT/FINANCIAL ADVI | $26,011 | $0 |
| Adp, Inc. | RECORD KEEPER | $2,624 | $0 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 |