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SUNRISE ENGINEERING 401(K) PLAN 401k Plan overview

Plan NameSUNRISE ENGINEERING 401(K) PLAN
Plan identification number 001

SUNRISE ENGINEERING 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

SUNRISE ENGINEERING, INC. EMPLOYEE BENEF has sponsored the creation of one or more 401k plans.

Company Name:SUNRISE ENGINEERING, INC. EMPLOYEE BENEF
Employer identification number (EIN):870395347
NAIC Classification:541330
NAIC Description:Engineering Services

Additional information about SUNRISE ENGINEERING, INC. EMPLOYEE BENEF

Jurisdiction of Incorporation: Florida Department of State Division of Corporations
Incorporation Date: 1978-01-31
Company Identification Number: 558556
Legal Registered Office Address: 196 SPINNAKER DR

VERO BCH

32963

More information about SUNRISE ENGINEERING, INC. EMPLOYEE BENEF

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SUNRISE ENGINEERING 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01TRAVIS K. TAYLOR
0012016-01-01TRAVIS K. TAYLOR
0012016-01-01
0012015-01-01TRAVIS K. TAYLOR
0012014-01-01TRAVIS K. TAYLOR
0012013-01-01TRAVIS TAYLOR
0012012-01-01TRAVIS TAYLOR
0012011-01-01TRAVIS TAYLOR
0012010-01-01TRAVIS TAYLOR TRAVIS TAYLOR2011-10-04
0012009-01-01TRAVIS TAYLOR TRAVIS TAYLOR2010-09-13

Plan Statistics for SUNRISE ENGINEERING 401(K) PLAN

401k plan membership statisitcs for SUNRISE ENGINEERING 401(K) PLAN

Measure Date Value
2022: SUNRISE ENGINEERING 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01448
Total number of active participants reported on line 7a of the Form 55002022-01-01390
Number of retired or separated participants receiving benefits2022-01-016
Number of other retired or separated participants entitled to future benefits2022-01-0188
Total of all active and inactive participants2022-01-01484
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01484
Number of participants with account balances2022-01-01321
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-017
2021: SUNRISE ENGINEERING 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01406
Total number of active participants reported on line 7a of the Form 55002021-01-01362
Number of retired or separated participants receiving benefits2021-01-017
Number of other retired or separated participants entitled to future benefits2021-01-0182
Total of all active and inactive participants2021-01-01451
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01451
Number of participants with account balances2021-01-01287
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0121
2020: SUNRISE ENGINEERING 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01382
Total number of active participants reported on line 7a of the Form 55002020-01-01326
Number of retired or separated participants receiving benefits2020-01-015
Number of other retired or separated participants entitled to future benefits2020-01-0154
Total of all active and inactive participants2020-01-01385
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01385
Number of participants with account balances2020-01-01245
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0110
2019: SUNRISE ENGINEERING 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01353
Total number of active participants reported on line 7a of the Form 55002019-01-01318
Number of retired or separated participants receiving benefits2019-01-016
Number of other retired or separated participants entitled to future benefits2019-01-0151
Total of all active and inactive participants2019-01-01375
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01375
Number of participants with account balances2019-01-01229
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-018
2018: SUNRISE ENGINEERING 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01300
Total number of active participants reported on line 7a of the Form 55002018-01-01286
Number of retired or separated participants receiving benefits2018-01-015
Number of other retired or separated participants entitled to future benefits2018-01-0149
Total of all active and inactive participants2018-01-01340
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01340
Number of participants with account balances2018-01-01207
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-015
2017: SUNRISE ENGINEERING 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01260
Total number of active participants reported on line 7a of the Form 55002017-01-01224
Number of retired or separated participants receiving benefits2017-01-015
Number of other retired or separated participants entitled to future benefits2017-01-0145
Total of all active and inactive participants2017-01-01274
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01274
Number of participants with account balances2017-01-01182
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-017
2016: SUNRISE ENGINEERING 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01231
Total number of active participants reported on line 7a of the Form 55002016-01-01212
Number of retired or separated participants receiving benefits2016-01-014
Number of other retired or separated participants entitled to future benefits2016-01-0139
Total of all active and inactive participants2016-01-01255
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01255
Number of participants with account balances2016-01-01168
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-011
2015: SUNRISE ENGINEERING 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01215
Total number of active participants reported on line 7a of the Form 55002015-01-01181
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0137
Total of all active and inactive participants2015-01-01218
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01218
Number of participants with account balances2015-01-01147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-012
2014: SUNRISE ENGINEERING 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01200
Total number of active participants reported on line 7a of the Form 55002014-01-01175
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0131
Total of all active and inactive participants2014-01-01206
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01206
Number of participants with account balances2014-01-01142
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-011
2013: SUNRISE ENGINEERING 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01195
Total number of active participants reported on line 7a of the Form 55002013-01-01161
Number of retired or separated participants receiving benefits2013-01-011
Number of other retired or separated participants entitled to future benefits2013-01-0136
Total of all active and inactive participants2013-01-01198
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01198
Number of participants with account balances2013-01-01143
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-011
2012: SUNRISE ENGINEERING 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01186
Total number of active participants reported on line 7a of the Form 55002012-01-01153
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0131
Total of all active and inactive participants2012-01-01184
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01184
Number of participants with account balances2012-01-01141
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: SUNRISE ENGINEERING 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01191
Total number of active participants reported on line 7a of the Form 55002011-01-01149
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0136
Total of all active and inactive participants2011-01-01185
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01185
Number of participants with account balances2011-01-01142
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-013
2010: SUNRISE ENGINEERING 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01197
Total number of active participants reported on line 7a of the Form 55002010-01-01141
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0136
Total of all active and inactive participants2010-01-01177
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01177
Number of participants with account balances2010-01-01145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: SUNRISE ENGINEERING 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01219
Total number of active participants reported on line 7a of the Form 55002009-01-01156
Number of retired or separated participants receiving benefits2009-01-011
Number of other retired or separated participants entitled to future benefits2009-01-0138
Total of all active and inactive participants2009-01-01195
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01195
Number of participants with account balances2009-01-01153
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-015

Financial Data on SUNRISE ENGINEERING 401(K) PLAN

Measure Date Value
2022 : SUNRISE ENGINEERING 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-2,004,904
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$847,486
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$750,822
Value of total corrective distributions2022-12-31$803
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$2,315,426
Value of total assets at end of year2022-12-31$19,777,239
Value of total assets at beginning of year2022-12-31$22,629,629
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$95,861
Total interest from all sources2022-12-31$4,861
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Administrative expenses professional fees incurred2022-12-31$1,925
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,358,049
Participant contributions at end of year2022-12-31$70,170
Participant contributions at beginning of year2022-12-31$152,789
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$326,410
Liabilities. Value of operating payables at end of year2022-12-31$0
Liabilities. Value of operating payables at beginning of year2022-12-31$0
Total non interest bearing cash at end of year2022-12-31$13,481
Total non interest bearing cash at beginning of year2022-12-31$41,992
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-2,852,390
Value of net assets at end of year (total assets less liabilities)2022-12-31$19,777,239
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$22,629,629
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in pooled separate accounts at end of year2022-12-31$19,664,077
Value of interest in pooled separate accounts at beginning of year2022-12-31$22,406,311
Interest on participant loans2022-12-31$4,861
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$29,511
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$28,537
Net investment gain/loss from pooled separate accounts2022-12-31$-4,325,191
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$630,967
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$750,822
Contract administrator fees2022-12-31$93,936
Liabilities. Value of benefit claims payable at end of year2022-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$0
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Disclaimer
Accountancy firm name2022-12-31GLS CERTIFIED PUBLIC ACCOUNTANTS,PC
Accountancy firm EIN2022-12-31273754613
2021 : SUNRISE ENGINEERING 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$3,105
Total income from all sources (including contributions)2021-12-31$4,736,681
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$977,576
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$840,892
Value of total corrective distributions2021-12-31$29,127
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$2,089,113
Value of total assets at end of year2021-12-31$22,629,629
Value of total assets at beginning of year2021-12-31$18,873,629
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$107,557
Total interest from all sources2021-12-31$4,709
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Administrative expenses professional fees incurred2021-12-31$1,699
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,204,864
Participant contributions at end of year2021-12-31$152,789
Participant contributions at beginning of year2021-12-31$66,978
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$273,383
Liabilities. Value of operating payables at end of year2021-12-31$0
Liabilities. Value of operating payables at beginning of year2021-12-31$3,105
Total non interest bearing cash at end of year2021-12-31$41,992
Total non interest bearing cash at beginning of year2021-12-31$27,681
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$3,759,105
Value of net assets at end of year (total assets less liabilities)2021-12-31$22,629,629
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$18,870,524
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in pooled separate accounts at end of year2021-12-31$22,406,311
Value of interest in pooled separate accounts at beginning of year2021-12-31$18,752,003
Interest on participant loans2021-12-31$4,709
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$28,537
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$26,967
Net investment gain/loss from pooled separate accounts2021-12-31$2,642,859
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$610,866
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$840,892
Contract administrator fees2021-12-31$105,858
Liabilities. Value of benefit claims payable at end of year2021-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$0
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Disclaimer
Accountancy firm name2021-12-31GLS CERTIFIED PUBLIC ACCOUNTANTS,PC
Accountancy firm EIN2021-12-31273754613
2020 : SUNRISE ENGINEERING 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$3,105
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$12,245
Total income from all sources (including contributions)2020-12-31$4,460,824
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$948,322
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$848,231
Value of total corrective distributions2020-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,322,267
Value of total assets at end of year2020-12-31$18,873,629
Value of total assets at beginning of year2020-12-31$15,370,267
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$100,091
Total interest from all sources2020-12-31$4,557
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Administrative expenses professional fees incurred2020-12-31$800
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$983,629
Participant contributions at end of year2020-12-31$66,978
Participant contributions at beginning of year2020-12-31$117,768
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$9,774
Liabilities. Value of operating payables at end of year2020-12-31$3,105
Liabilities. Value of operating payables at beginning of year2020-12-31$12,245
Total non interest bearing cash at end of year2020-12-31$27,681
Total non interest bearing cash at beginning of year2020-12-31$10,722
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$3,512,502
Value of net assets at end of year (total assets less liabilities)2020-12-31$18,870,524
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$15,358,022
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in pooled separate accounts at end of year2020-12-31$18,752,003
Value of interest in pooled separate accounts at beginning of year2020-12-31$15,216,424
Interest on participant loans2020-12-31$4,557
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$26,967
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$25,353
Net investment gain/loss from pooled separate accounts2020-12-31$3,134,000
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$328,864
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$848,231
Contract administrator fees2020-12-31$99,291
Liabilities. Value of benefit claims payable at end of year2020-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$0
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31GLS CERTIFIED PUBLIC ACCOUNTANTS,PC
Accountancy firm EIN2020-12-31273754613
2019 : SUNRISE ENGINEERING 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$12,245
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$12,245
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$7,885
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$7,885
Total income from all sources (including contributions)2019-12-31$4,178,568
Total income from all sources (including contributions)2019-12-31$4,178,568
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$524,586
Total of all expenses incurred2019-12-31$524,586
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$473,082
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$473,082
Value of total corrective distributions2019-12-31$7,886
Value of total corrective distributions2019-12-31$7,886
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,300,884
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,300,884
Value of total assets at end of year2019-12-31$15,370,267
Value of total assets at end of year2019-12-31$15,370,267
Value of total assets at beginning of year2019-12-31$11,711,925
Value of total assets at beginning of year2019-12-31$11,711,925
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$43,618
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$43,618
Total interest from all sources2019-12-31$5,999
Total interest from all sources2019-12-31$5,999
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Administrative expenses professional fees incurred2019-12-31$925
Administrative expenses professional fees incurred2019-12-31$925
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$872,153
Contributions received from participants2019-12-31$872,153
Participant contributions at end of year2019-12-31$117,768
Participant contributions at end of year2019-12-31$117,768
Participant contributions at beginning of year2019-12-31$99,758
Participant contributions at beginning of year2019-12-31$99,758
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$119,814
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$119,814
Liabilities. Value of operating payables at end of year2019-12-31$12,245
Liabilities. Value of operating payables at end of year2019-12-31$12,245
Liabilities. Value of operating payables at beginning of year2019-12-31$7,885
Liabilities. Value of operating payables at beginning of year2019-12-31$7,885
Total non interest bearing cash at end of year2019-12-31$10,722
Total non interest bearing cash at end of year2019-12-31$10,722
Total non interest bearing cash at beginning of year2019-12-31$5,681
Total non interest bearing cash at beginning of year2019-12-31$5,681
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$3,653,982
Value of net income/loss2019-12-31$3,653,982
Value of net assets at end of year (total assets less liabilities)2019-12-31$15,358,022
Value of net assets at end of year (total assets less liabilities)2019-12-31$15,358,022
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$11,704,040
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$11,704,040
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in pooled separate accounts at end of year2019-12-31$15,216,424
Value of interest in pooled separate accounts at end of year2019-12-31$15,216,424
Value of interest in pooled separate accounts at beginning of year2019-12-31$11,581,688
Value of interest in pooled separate accounts at beginning of year2019-12-31$11,581,688
Interest on participant loans2019-12-31$5,999
Interest on participant loans2019-12-31$5,999
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$25,353
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$25,353
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$24,798
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$24,798
Net investment gain/loss from pooled separate accounts2019-12-31$2,871,685
Net investment gain/loss from pooled separate accounts2019-12-31$2,871,685
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$308,917
Contributions received in cash from employer2019-12-31$308,917
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$473,082
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$473,082
Contract administrator fees2019-12-31$42,693
Contract administrator fees2019-12-31$42,693
Liabilities. Value of benefit claims payable at end of year2019-12-31$0
Liabilities. Value of benefit claims payable at end of year2019-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$0
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31GLS CERTIFIED PUBLIC ACCOUNTANTS,PC
Accountancy firm name2019-12-31GLS CERTIFIED PUBLIC ACCOUNTANTS,PC
Accountancy firm EIN2019-12-31273754613
Accountancy firm EIN2019-12-31273754613
2018 : SUNRISE ENGINEERING 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$7,885
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$1,461
Total income from all sources (including contributions)2018-12-31$807,585
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$283,263
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$249,240
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,698,626
Value of total assets at end of year2018-12-31$11,711,925
Value of total assets at beginning of year2018-12-31$11,181,179
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$34,023
Total interest from all sources2018-12-31$6,924
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Administrative expenses professional fees incurred2018-12-31$650
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$740,476
Participant contributions at end of year2018-12-31$99,758
Participant contributions at beginning of year2018-12-31$167,560
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$709,856
Liabilities. Value of operating payables at end of year2018-12-31$7,885
Liabilities. Value of operating payables at beginning of year2018-12-31$1,461
Total non interest bearing cash at end of year2018-12-31$5,681
Total non interest bearing cash at beginning of year2018-12-31$14,892
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$524,322
Value of net assets at end of year (total assets less liabilities)2018-12-31$11,704,040
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$11,179,718
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in pooled separate accounts at end of year2018-12-31$11,581,688
Value of interest in pooled separate accounts at beginning of year2018-12-31$10,971,606
Interest on participant loans2018-12-31$6,924
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$24,798
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$27,121
Net investment gain/loss from pooled separate accounts2018-12-31$-897,965
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$248,294
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$249,240
Contract administrator fees2018-12-31$33,373
Liabilities. Value of benefit claims payable at end of year2018-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$0
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31GLS CERTIFIED PUBLIC ACCOUNTANTS,PC
Accountancy firm EIN2018-12-31273754613
2017 : SUNRISE ENGINEERING 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$1,461
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$175
Total income from all sources (including contributions)2017-12-31$2,449,997
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$342,690
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$296,200
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$846,639
Value of total assets at end of year2017-12-31$11,181,179
Value of total assets at beginning of year2017-12-31$9,072,586
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$46,490
Total interest from all sources2017-12-31$6,737
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Administrative expenses professional fees incurred2017-12-31$729
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$581,836
Participant contributions at end of year2017-12-31$167,560
Participant contributions at beginning of year2017-12-31$178,769
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$32,485
Liabilities. Value of operating payables at end of year2017-12-31$1,461
Liabilities. Value of operating payables at beginning of year2017-12-31$175
Total non interest bearing cash at end of year2017-12-31$14,892
Total non interest bearing cash at beginning of year2017-12-31$6,830
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$2,107,307
Value of net assets at end of year (total assets less liabilities)2017-12-31$11,179,718
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$9,072,411
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in pooled separate accounts at end of year2017-12-31$10,971,606
Value of interest in pooled separate accounts at beginning of year2017-12-31$8,741,680
Interest on participant loans2017-12-31$6,737
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$27,121
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$145,307
Net investment gain/loss from pooled separate accounts2017-12-31$1,596,621
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$232,318
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$296,200
Contract administrator fees2017-12-31$45,761
Liabilities. Value of benefit claims payable at end of year2017-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$0
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31GLS CERTIFIED PUBLIC ACCOUNTANTS,PC
Accountancy firm EIN2017-12-31273754613
2016 : SUNRISE ENGINEERING 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$175
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$1,408,143
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$450,656
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$401,795
Expenses. Certain deemed distributions of participant loans2016-12-31$1,321
Value of total corrective distributions2016-12-31$6,897
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$786,941
Value of total assets at end of year2016-12-31$9,072,586
Value of total assets at beginning of year2016-12-31$8,114,924
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$40,643
Total interest from all sources2016-12-31$5,812
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Administrative expenses professional fees incurred2016-12-31$925
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$551,920
Participant contributions at end of year2016-12-31$178,769
Participant contributions at beginning of year2016-12-31$161,893
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$12,020
Liabilities. Value of operating payables at end of year2016-12-31$175
Liabilities. Value of operating payables at beginning of year2016-12-31$0
Total non interest bearing cash at end of year2016-12-31$6,830
Total non interest bearing cash at beginning of year2016-12-31$3,174
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$957,487
Value of net assets at end of year (total assets less liabilities)2016-12-31$9,072,411
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$8,114,924
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in pooled separate accounts at end of year2016-12-31$8,741,680
Value of interest in pooled separate accounts at beginning of year2016-12-31$7,810,616
Interest on participant loans2016-12-31$5,812
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$145,307
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$139,241
Net investment gain/loss from pooled separate accounts2016-12-31$615,390
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$223,001
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$401,795
Contract administrator fees2016-12-31$39,718
Liabilities. Value of benefit claims payable at end of year2016-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$0
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31GLS CERTIFIED PUBLIC ACCOUNTANTS,PC
Accountancy firm EIN2016-12-31273754613
2015 : SUNRISE ENGINEERING 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$512,006
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$434,436
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$382,495
Value of total corrective distributions2015-12-31$13,180
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$684,630
Value of total assets at end of year2015-12-31$8,114,924
Value of total assets at beginning of year2015-12-31$8,037,354
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$38,761
Total interest from all sources2015-12-31$7,140
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$450
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$480,223
Participant contributions at end of year2015-12-31$161,893
Participant contributions at beginning of year2015-12-31$211,826
Total non interest bearing cash at end of year2015-12-31$3,174
Total non interest bearing cash at beginning of year2015-12-31$10,990
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$77,570
Value of net assets at end of year (total assets less liabilities)2015-12-31$8,114,924
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$8,037,354
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in pooled separate accounts at end of year2015-12-31$7,810,616
Value of interest in pooled separate accounts at beginning of year2015-12-31$7,697,691
Interest on participant loans2015-12-31$7,140
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$139,241
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$116,847
Net investment gain/loss from pooled separate accounts2015-12-31$-179,764
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$204,407
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$382,495
Contract administrator fees2015-12-31$38,311
Liabilities. Value of benefit claims payable at end of year2015-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$0
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31GLS CERTIFIED PUBLIC ACCOUNTANTS,PC
Accountancy firm EIN2015-12-31273754613
2014 : SUNRISE ENGINEERING 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$999,849
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$721,564
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$678,850
Value of total corrective distributions2014-12-31$5,319
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$646,973
Value of total assets at end of year2014-12-31$8,037,354
Value of total assets at beginning of year2014-12-31$7,759,069
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$37,395
Total interest from all sources2014-12-31$8,888
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$775
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$455,351
Participant contributions at end of year2014-12-31$211,826
Participant contributions at beginning of year2014-12-31$236,884
Total non interest bearing cash at end of year2014-12-31$10,990
Total non interest bearing cash at beginning of year2014-12-31$7,035
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$278,285
Value of net assets at end of year (total assets less liabilities)2014-12-31$8,037,354
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$7,759,069
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in pooled separate accounts at end of year2014-12-31$7,697,691
Value of interest in pooled separate accounts at beginning of year2014-12-31$7,390,522
Interest on participant loans2014-12-31$8,888
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$116,847
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$124,628
Net investment gain/loss from pooled separate accounts2014-12-31$343,988
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$191,622
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$678,850
Contract administrator fees2014-12-31$36,620
Liabilities. Value of benefit claims payable at end of year2014-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$0
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31GLS CERTIFIED PUBLIC ACCOUNTANTS,PC
Accountancy firm EIN2014-12-31273754613
2013 : SUNRISE ENGINEERING 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$9,687
Total income from all sources (including contributions)2013-12-31$1,880,581
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$239,240
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$177,757
Expenses. Certain deemed distributions of participant loans2013-12-31$20,026
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$693,548
Value of total assets at end of year2013-12-31$7,757,915
Value of total assets at beginning of year2013-12-31$6,126,261
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$41,457
Total interest from all sources2013-12-31$10,386
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$4,051
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$430,765
Participant contributions at end of year2013-12-31$236,884
Participant contributions at beginning of year2013-12-31$193,378
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$83,469
Total non interest bearing cash at end of year2013-12-31$7,035
Total non interest bearing cash at beginning of year2013-12-31$4,907
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$1,641,341
Value of net assets at end of year (total assets less liabilities)2013-12-31$7,757,915
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$6,116,574
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in pooled separate accounts at end of year2013-12-31$7,390,522
Value of interest in pooled separate accounts at beginning of year2013-12-31$5,833,518
Interest on participant loans2013-12-31$9,376
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$1,010
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$123,474
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$94,458
Net investment gain/loss from pooled separate accounts2013-12-31$1,176,647
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$179,314
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$177,757
Contract administrator fees2013-12-31$37,406
Liabilities. Value of benefit claims payable at end of year2013-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$9,687
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31GLS CERTIFIED PUBLIC ACCOUNTANTS,PC
Accountancy firm EIN2013-12-31273754613
2012 : SUNRISE ENGINEERING 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$9,687
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$2,413
Total income from all sources (including contributions)2012-12-31$1,359,405
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$714,380
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$679,881
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$692,461
Value of total assets at end of year2012-12-31$6,126,261
Value of total assets at beginning of year2012-12-31$5,473,962
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$34,499
Total interest from all sources2012-12-31$7,521
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$700
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$428,953
Participant contributions at end of year2012-12-31$193,378
Participant contributions at beginning of year2012-12-31$203,237
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$91,698
Total non interest bearing cash at end of year2012-12-31$4,907
Total non interest bearing cash at beginning of year2012-12-31$16,356
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$645,025
Value of net assets at end of year (total assets less liabilities)2012-12-31$6,116,574
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$5,471,549
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in pooled separate accounts at end of year2012-12-31$5,833,518
Value of interest in pooled separate accounts at beginning of year2012-12-31$5,174,892
Interest on participant loans2012-12-31$7,521
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$94,458
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$79,477
Net investment gain/loss from pooled separate accounts2012-12-31$659,423
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$171,810
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$679,881
Contract administrator fees2012-12-31$33,799
Liabilities. Value of benefit claims payable at end of year2012-12-31$9,687
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$2,413
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31GLS CERTIFIED PUBLIC ACCOUNTANTS,PC
Accountancy firm EIN2012-12-31273754613
2011 : SUNRISE ENGINEERING 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$2,413
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$6,230
Total income from all sources (including contributions)2011-12-31$393,214
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$492,000
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$453,286
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$595,656
Value of total assets at end of year2011-12-31$5,473,962
Value of total assets at beginning of year2011-12-31$5,576,565
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$38,714
Total interest from all sources2011-12-31$11,523
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$425,553
Participant contributions at end of year2011-12-31$203,237
Participant contributions at beginning of year2011-12-31$315,176
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$1,072
Administrative expenses (other) incurred2011-12-31$640
Total non interest bearing cash at end of year2011-12-31$16,356
Total non interest bearing cash at beginning of year2011-12-31$14,738
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-98,786
Value of net assets at end of year (total assets less liabilities)2011-12-31$5,471,549
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$5,570,335
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$37,149
Value of interest in pooled separate accounts at end of year2011-12-31$5,174,892
Value of interest in pooled separate accounts at beginning of year2011-12-31$5,181,396
Interest on participant loans2011-12-31$9,949
Interest earned on other investments2011-12-31$1,574
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$79,477
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$65,255
Net investment gain/loss from pooled separate accounts2011-12-31$-213,965
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$169,031
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$453,286
Contract administrator fees2011-12-31$925
Liabilities. Value of benefit claims payable at end of year2011-12-31$2,413
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$6,230
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31GLS CERTIFIED PUBLIC ACCOUNTANTS,PC
Accountancy firm EIN2011-12-31273754613
2010 : SUNRISE ENGINEERING 401(K) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$6,230
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$3,400
Total income from all sources (including contributions)2010-12-31$1,235,222
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$258,457
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$221,165
Value of total corrective distributions2010-12-31$3,817
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$614,059
Value of total assets at end of year2010-12-31$5,576,565
Value of total assets at beginning of year2010-12-31$4,596,970
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$33,475
Total interest from all sources2010-12-31$11,153
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$427,793
Participant contributions at end of year2010-12-31$315,176
Participant contributions at beginning of year2010-12-31$111,959
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$2,328
Administrative expenses (other) incurred2010-12-31$368
Total non interest bearing cash at end of year2010-12-31$14,738
Total non interest bearing cash at beginning of year2010-12-31$7,521
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$976,765
Value of net assets at end of year (total assets less liabilities)2010-12-31$5,570,335
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$4,593,570
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$31,977
Value of interest in pooled separate accounts at end of year2010-12-31$5,181,396
Value of interest in pooled separate accounts at beginning of year2010-12-31$4,409,137
Income. Interest from loans (other than to participants)2010-12-31$9,375
Interest earned on other investments2010-12-31$1,778
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$65,255
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$68,353
Net investment gain/loss from pooled separate accounts2010-12-31$610,010
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$183,938
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$221,165
Contract administrator fees2010-12-31$1,130
Liabilities. Value of benefit claims payable at end of year2010-12-31$6,230
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$3,400
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31GLS CERTIFIED PUBLIC ACCOUNTANTS,PC
Accountancy firm EIN2010-12-31273754613
2009 : SUNRISE ENGINEERING 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for SUNRISE ENGINEERING 401(K) PLAN

2022: SUNRISE ENGINEERING 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: SUNRISE ENGINEERING 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: SUNRISE ENGINEERING 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: SUNRISE ENGINEERING 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: SUNRISE ENGINEERING 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: SUNRISE ENGINEERING 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: SUNRISE ENGINEERING 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedYes
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: SUNRISE ENGINEERING 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: SUNRISE ENGINEERING 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: SUNRISE ENGINEERING 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: SUNRISE ENGINEERING 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: SUNRISE ENGINEERING 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: SUNRISE ENGINEERING 401(K) PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: SUNRISE ENGINEERING 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number73693
Policy instance 1
Insurance contract or identification number73693
Number of Individuals Covered331
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $40,242
Total amount of fees paid to insurance companyUSD $11,951
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $40,242
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerINVESTMENT ADVISOR
Insurance broker organization code?3
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number73693
Policy instance 1
Insurance contract or identification number73693
Number of Individuals Covered288
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $45,765
Total amount of fees paid to insurance companyUSD $12,152
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $45,765
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerINVESTMENT ADVISOR
Insurance broker organization code?3
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number73693
Policy instance 1
Insurance contract or identification number73693
Number of Individuals Covered268
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $38,203
Total amount of fees paid to insurance companyUSD $8,577
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $38,203
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerINVESTMENT ADVISOR
Insurance broker organization code?3
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number73693
Policy instance 1
Insurance contract or identification number73693
Number of Individuals Covered239
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $36,465
Total amount of fees paid to insurance companyUSD $7,685
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $36,465
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerINVESTMENT ADVISOR
Insurance broker organization code?3
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number73693
Policy instance 1
Insurance contract or identification number73693
Number of Individuals Covered218
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $34,422
Total amount of fees paid to insurance companyUSD $9,809
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $34,422
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerINVESTMENT ADVISOR
Insurance broker organization code?3
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number73693
Policy instance 1
Insurance contract or identification number73693
Number of Individuals Covered188
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $46,039
Total amount of fees paid to insurance companyUSD $5,733
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $46,039
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerINVESTMENT ADVISOR
Insurance broker organization code?3
Insurance broker nameROCKY MOUNTAIN EMPL BENEFITS, INC.

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