Sunnyside 401(K) And Retirement Plan — Form 5500 plan (Sunnyside Presbyterian Home)
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, Sunnyside 401(K) And Retirement Plan is a benefit plan reported by Sunnyside Presbyterian Home under EIN 54-0591600 and plan number 001. The latest loaded filing year is 2023. The filing reports 697 participants and $16,853,440 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Sunnyside Presbyterian Home
- EIN
- 54-0591600
- Plan number
- 001
- Plan type
- 2
- Location
- Harrisonburg, VA
- Latest filing year
- 2023
- Participants
- 697
- End-of-year plan assets
- $16,853,440
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 697 | H, C | 20240712105924NAL0035644514001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $16,853,440
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $16,853,440
- Net assets (BOY)
- $13,762,719
Income & contributions
- Employer contributions
- $606,303
- Participant contributions
- $968,441
- Total contributions
- $1,855,236
- Total income / additions
- $4,269,925
Expenses & distributions
- Benefits paid
- $1,099,236
- Administrative expenses
- $69,675
- Total expenses
- $1,179,204
- Net increase / (decrease)
- $3,090,721
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| John Hancock | RECORDKEEPER | $35,369 | $0 | 2023 |
| Commonwealth Financial Network | INVESTMENT ADVISOR | $34,306 | not reported in the loaded dataset | 2023 |