Sunrise Services, Inc. 401(K) Plan — Form 5500 plan (Sunrise Services, 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 Services, Inc. 401(K) Plan is a benefit plan reported by Sunrise Services, Inc. under EIN 91-1013396 and plan number 002. The latest loaded filing year is 2023. The filing reports 666 participants and $9,301,795 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Sunrise Services, Inc.
- EIN
- 91-1013396
- Plan number
- 002
- Plan type
- 3
- Location
- Everett, WA
- Latest filing year
- 2023
- Participants
- 666
- End-of-year plan assets
- $9,301,795
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 666 | H, C | 20241014133619NAL0044665776001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,301,795
- Total liabilities (EOY)
- $8,006
- Net assets (EOY)
- $9,293,789
- Net assets (BOY)
- $7,634,664
Income & contributions
- Employer contributions
- $517,940
- Participant contributions
- $1,102,333
- Total contributions
- $1,620,273
- Total income / additions
- $2,669,510
Expenses & distributions
- Benefits paid
- $943,493
- Administrative expenses
- $66,892
- Total expenses
- $1,010,385
- Net increase / (decrease)
- $1,659,125
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Co | RECORDKEEPER | $57,931 | $0 | 2023 |
| Massachusetts Mutual Life Ins Comp | BROKER/ADVISER | $0 | $20,084 | 2023 |
| Pension Plan Specialists Pc | TPA | $0 | $8,292 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT. | $7,665 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Sunrise Services, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in WA
- 401(k) and benefit plan filings in Everett, WA
- Empower Annuity Insurance Co — Schedule C compensation
- Massachusetts Mutual Life Ins Comp — Schedule C compensation
- Pension Plan Specialists Pc — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation