Sunrise Shoprite, Inc. Employees' Retirement Plan — Form 5500 plan (Sunrise Shoprite, Inc.)
Plain-English plan 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, Sunrise Shoprite, Inc. Employees' Retirement Plan is a benefit plan reported by Sunrise Shoprite, Inc. under EIN 22-1589183 and plan number 002. The latest loaded filing year is 2023. The filing reports 108 participants and $15,704,118 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Sunrise Shoprite, Inc.
- EIN
- 22-1589183
- Plan number
- 002
- Plan type
- 2
- Location
- West Caldwell, NJ
- Latest filing year
- 2023
- Participants
- 108
- End-of-year plan assets
- $15,704,118
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 108 | H, C | 20241009120941NAL0010587251001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $15,704,118
- Total liabilities (EOY)
- $14,407
- Net assets (EOY)
- $15,689,711
- Net assets (BOY)
- $15,134,367
Income & contributions
- Employer contributions
- $136,852
- Participant contributions
- $575,253
- Total contributions
- $712,105
- Total income / additions
- $2,955,270
Expenses & distributions
- Benefits paid
- $2,372,013
- Administrative expenses
- $27,913
- Total expenses
- $2,399,926
- Net increase / (decrease)
- $555,344
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $27,913 | $0 | 2023 |
| Cliftonlarsonallen Llp | ACCOUNTANT | $0 | $19,750 | 2023 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 | 2023 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Sunrise Shoprite, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in West Caldwell, NJ
- Principal Life Insurance Company — Schedule C compensation
- Cliftonlarsonallen Llp — Schedule C compensation
- Morningstar Investment Management L — Schedule C compensation
- Wilshire Advisors LLC — Schedule C compensation