Sunrise Medical 401(K) Plan — Form 5500 plan (Sunrise Medical (Us) LLC)
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 Medical 401(K) Plan is a benefit plan reported by Sunrise Medical (Us) LLC under EIN 27-2381917 and plan number 001. The latest loaded filing year is 2023. The filing reports 633 participants and $68,464,346 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Sunrise Medical (Us) LLC
- EIN
- 27-2381917
- Plan number
- 001
- Plan type
- 2
- Location
- Fresno, CA
- Latest filing year
- 2023
- Participants
- 633
- End-of-year plan assets
- $68,464,346
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 633 | H, C | 20241010152122NAL0021334913001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $68,464,346
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $68,464,346
- Net assets (BOY)
- $61,234,243
Income & contributions
- Employer contributions
- $1,218,700
- Participant contributions
- $2,477,773
- Total contributions
- $3,968,824
- Total income / additions
- $13,752,637
Expenses & distributions
- Benefits paid
- $6,292,261
- Administrative expenses
- $221,469
- Total expenses
- $6,522,534
- Net increase / (decrease)
- $7,230,103
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $83,939 | $0 | 2023 |
| Cook Street Consulting Inc | INVESTMENT ADVISOR | $54,563 | not reported in the loaded dataset | 2023 |
| Brock And Company Cpas Pc | AUDITOR | $43,716 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $39,730 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Sunrise Medical (Us) LLC
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Fresno, CA
- Empower Annuity Insurance Company — Schedule C compensation
- Cook Street Consulting Inc — Schedule C compensation
- Brock And Company Cpas Pc — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation