401k Plan data: THE SUNRISE GROUP OF COMPANIES 401(K) PLAN plan

THE SUNRISE GROUP OF COMPANIES 401(K) PLAN 401k Plan overview

Plan Name	THE SUNRISE GROUP OF COMPANIES 401(K) PLAN
Plan identification number	002

THE SUNRISE GROUP OF COMPANIES 401(K) PLAN Benefits

401k Plan Type

Defined 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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

SUNRISE MECHANICAL, INC has sponsored the creation of one or more 401k plans.

Company Name: SUNRISE MECHANICAL, INC

Employer identification number (EIN): 880306594

NAIC Classification: 238220
NAIC Description: Plumbing, Heating, and Air-Conditioning Contractors

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE SUNRISE GROUP OF COMPANIES 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01
002 2021-01-01
002 2020-01-01
002 2019-01-01
002 2018-01-01
002 2017-01-01 BONNIE L. HILTS 2018-10-02
002 2016-01-01 BONNIE L. HILTS 2017-09-19
002 2015-01-01 BONNIE L. HILTS 2016-08-22
002 2014-01-01 BONNIE L. HILTS 2015-09-22
002 2013-01-01 BONNIE L. HILTS 2014-09-05
002 2012-01-01 BONNIE L. REAVES 2013-05-20

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2022-01-01
002	2021-01-01
002	2020-01-01
002	2019-01-01
002	2018-01-01
002	2017-01-01	BONNIE L. HILTS	2018-10-02
002	2016-01-01	BONNIE L. HILTS	2017-09-19
002	2015-01-01	BONNIE L. HILTS	2016-08-22
002	2014-01-01	BONNIE L. HILTS	2015-09-22
002	2013-01-01	BONNIE L. HILTS	2014-09-05
002	2012-01-01	BONNIE L. REAVES	2013-05-20

Plan Statistics for THE SUNRISE GROUP OF COMPANIES 401(K) PLAN

401k plan membership statisitcs for THE SUNRISE GROUP OF COMPANIES 401(K) PLAN

Measure Date Value
2022: THE SUNRISE GROUP OF COMPANIES 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 126
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 109
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 21
Total of all active and inactive participants 2022-01-01 130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 130
Number of participants with account balances 2022-01-01 62
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 2
2021: THE SUNRISE GROUP OF COMPANIES 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 123
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 94
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 20
Total of all active and inactive participants 2021-01-01 114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 114
Number of participants with account balances 2021-01-01 62
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 1
2020: THE SUNRISE GROUP OF COMPANIES 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 128
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 92
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 19
Total of all active and inactive participants 2020-01-01 111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 111
Number of participants with account balances 2020-01-01 60
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 1
2019: THE SUNRISE GROUP OF COMPANIES 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 133
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 99
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 19
Total of all active and inactive participants 2019-01-01 118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 118
Number of participants with account balances 2019-01-01 57
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 4
2018: THE SUNRISE GROUP OF COMPANIES 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 123
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 105
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 19
Total of all active and inactive participants 2018-01-01 124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 124
Number of participants with account balances 2018-01-01 48
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 1

Measure	Date	Value
2022: THE SUNRISE GROUP OF COMPANIES 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	126
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	109
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	21
Total of all active and inactive participants	2022-01-01	130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	130
Number of participants with account balances	2022-01-01	62
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	2
2021: THE SUNRISE GROUP OF COMPANIES 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	123
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	94
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	20
Total of all active and inactive participants	2021-01-01	114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	114
Number of participants with account balances	2021-01-01	62
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	1
2020: THE SUNRISE GROUP OF COMPANIES 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	128
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	92
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	19
Total of all active and inactive participants	2020-01-01	111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	111
Number of participants with account balances	2020-01-01	60
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	1
2019: THE SUNRISE GROUP OF COMPANIES 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	133
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	99
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	19
Total of all active and inactive participants	2019-01-01	118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	118
Number of participants with account balances	2019-01-01	57
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	4
2018: THE SUNRISE GROUP OF COMPANIES 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	123
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	105
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	19
Total of all active and inactive participants	2018-01-01	124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	124
Number of participants with account balances	2018-01-01	48
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	1

Financial Data on THE SUNRISE GROUP OF COMPANIES 401(K) PLAN

Measure	Date	Value
2022 : THE SUNRISE GROUP OF COMPANIES 401(K) PLAN 2022 401k financial data
Total income from all sources (including contributions)	2022-12-31	$-149,228
Total of all expenses incurred	2022-12-31	$214,624
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$171,376
Value of total corrective distributions	2022-12-31	$20,882
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$247,447
Value of total assets at end of year	2022-12-31	$2,216,513
Value of total assets at beginning of year	2022-12-31	$2,580,365
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$22,366
Total interest from all sources	2022-12-31	$1,091
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Administrative expenses professional fees incurred	2022-12-31	$585
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$258,036
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$210,641
Participant contributions at end of year	2022-12-31	$18,573
Participant contributions at beginning of year	2022-12-31	$25,352
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-363,852
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$2,216,513
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$2,580,365
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Investment advisory and management fees	2022-12-31	$21,781
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$2,160,299
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$2,520,209
Interest on participant loans	2022-12-31	$1,091
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$1,335
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$2,193
Net investment gain/loss from pooled separate accounts	2022-12-31	$-397,766
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$36,806
Employer contributions (assets) at end of year	2022-12-31	$36,306
Employer contributions (assets) at beginning of year	2022-12-31	$32,611
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$171,376
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	RICH WIGHTMAN & COMPANY, CPAS, LLC
Accountancy firm EIN	2022-12-31	481266910
2021 : THE SUNRISE GROUP OF COMPANIES 401(K) PLAN 2021 401k financial data
Total income from all sources (including contributions)	2021-12-31	$517,428
Total of all expenses incurred	2021-12-31	$163,889
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$128,818
Value of total corrective distributions	2021-12-31	$11,483
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$255,552
Value of total assets at end of year	2021-12-31	$2,580,365
Value of total assets at beginning of year	2021-12-31	$2,226,826
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$23,588
Total interest from all sources	2021-12-31	$1,457
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Administrative expenses professional fees incurred	2021-12-31	$440
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$222,683
If this is an individual account plan, was there a blackout period	2021-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$222,941
Participant contributions at end of year	2021-12-31	$25,352
Participant contributions at beginning of year	2021-12-31	$33,796
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$353,539
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$2,580,365
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$2,226,826
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Investment advisory and management fees	2021-12-31	$23,148
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$2,520,209
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$2,159,014
Interest on participant loans	2021-12-31	$1,457
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$2,193
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$1,784
Net investment gain/loss from pooled separate accounts	2021-12-31	$260,419
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$32,611
Employer contributions (assets) at end of year	2021-12-31	$32,611
Employer contributions (assets) at beginning of year	2021-12-31	$32,232
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$128,818
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	RICH WIGHTMAN & COMPANY, CPAS, LLC
Accountancy firm EIN	2021-12-31	481266910
2020 : THE SUNRISE GROUP OF COMPANIES 401(K) PLAN 2020 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$60
Total income from all sources (including contributions)	2020-12-31	$537,665
Total of all expenses incurred	2020-12-31	$101,330
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$71,738
Value of total corrective distributions	2020-12-31	$10,297
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$224,822
Value of total assets at end of year	2020-12-31	$2,226,826
Value of total assets at beginning of year	2020-12-31	$1,790,551
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$19,295
Total interest from all sources	2020-12-31	$2,720
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Administrative expenses professional fees incurred	2020-12-31	$845
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$179,049
If this is an individual account plan, was there a blackout period	2020-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$188,093
Participant contributions at end of year	2020-12-31	$33,796
Participant contributions at beginning of year	2020-12-31	$45,732
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$4,553
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$436,335
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$2,226,826
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$1,790,491
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Investment advisory and management fees	2020-12-31	$18,450
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$2,159,014
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$1,714,981
Interest on participant loans	2020-12-31	$2,720
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$1,784
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$56
Net investment gain/loss from pooled separate accounts	2020-12-31	$310,123
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$32,176
Employer contributions (assets) at end of year	2020-12-31	$32,232
Employer contributions (assets) at beginning of year	2020-12-31	$29,782
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$71,738
Liabilities. Value of benefit claims payable at beginning of year	2020-12-31	$60
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	RICH WIGHTMAN & COMPANY, CPAS, LLC
Accountancy firm EIN	2020-12-31	481266910
2019 : THE SUNRISE GROUP OF COMPANIES 401(K) PLAN 2019 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$60
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$60
Total income from all sources (including contributions)	2019-12-31	$543,929
Total income from all sources (including contributions)	2019-12-31	$543,929
Total of all expenses incurred	2019-12-31	$255,618
Total of all expenses incurred	2019-12-31	$255,618
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$231,539
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$231,539
Value of total corrective distributions	2019-12-31	$13,146
Value of total corrective distributions	2019-12-31	$13,146
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$193,734
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$193,734
Value of total assets at end of year	2019-12-31	$1,790,551
Value of total assets at end of year	2019-12-31	$1,790,551
Value of total assets at beginning of year	2019-12-31	$1,502,180
Value of total assets at beginning of year	2019-12-31	$1,502,180
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$10,933
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$10,933
Total interest from all sources	2019-12-31	$2,237
Total interest from all sources	2019-12-31	$2,237
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$3,358
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$3,358
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$3,358
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$3,358
Administrative expenses professional fees incurred	2019-12-31	$320
Administrative expenses professional fees incurred	2019-12-31	$320
Was this plan covered by a fidelity bond	2019-12-31	Yes
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$150,218
Value of fidelity bond cover	2019-12-31	$150,218
If this is an individual account plan, was there a blackout period	2019-12-31	Yes
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$163,952
Contributions received from participants	2019-12-31	$163,952
Participant contributions at end of year	2019-12-31	$45,732
Participant contributions at end of year	2019-12-31	$45,732
Participant contributions at beginning of year	2019-12-31	$26,544
Participant contributions at beginning of year	2019-12-31	$26,544
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$288,311
Value of net income/loss	2019-12-31	$288,311
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$1,790,491
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$1,790,491
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$1,502,180
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$1,502,180
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Investment advisory and management fees	2019-12-31	$10,613
Investment advisory and management fees	2019-12-31	$10,613
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$1,714,981
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$1,714,981
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$1,456,148
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$1,456,148
Interest on participant loans	2019-12-31	$2,237
Interest on participant loans	2019-12-31	$2,237
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$56
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$56
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$344,600
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$344,600
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$29,782
Contributions received in cash from employer	2019-12-31	$29,782
Employer contributions (assets) at end of year	2019-12-31	$29,782
Employer contributions (assets) at end of year	2019-12-31	$29,782
Employer contributions (assets) at beginning of year	2019-12-31	$19,488
Employer contributions (assets) at beginning of year	2019-12-31	$19,488
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$231,539
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$231,539
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2019-12-31	Yes
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2019-12-31	Yes
Liabilities. Value of benefit claims payable at end of year	2019-12-31	$60
Liabilities. Value of benefit claims payable at end of year	2019-12-31	$60
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	RICH WIGHTMAN & COMPANY, CPAS, LLC
Accountancy firm name	2019-12-31	RICH WIGHTMAN & COMPANY, CPAS, LLC
Accountancy firm EIN	2019-12-31	481266910
Accountancy firm EIN	2019-12-31	481266910
2018 : THE SUNRISE GROUP OF COMPANIES 401(K) PLAN 2018 401k financial data
Total income from all sources (including contributions)	2018-12-31	$21,835
Total of all expenses incurred	2018-12-31	$34,934
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$18,394
Value of total corrective distributions	2018-12-31	$16,540
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$128,823
Value of total assets at end of year	2018-12-31	$1,502,180
Value of total assets at beginning of year	2018-12-31	$1,515,279
Total interest from all sources	2018-12-31	$853
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$103,142
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$103,142
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$120,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$109,335
Participant contributions at end of year	2018-12-31	$26,544
Participant contributions at beginning of year	2018-12-31	$16,658
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-13,099
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$1,502,180
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$1,515,279
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$1,456,148
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$1,483,634
Interest on participant loans	2018-12-31	$853
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-210,983
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$19,488
Employer contributions (assets) at end of year	2018-12-31	$19,488
Employer contributions (assets) at beginning of year	2018-12-31	$14,987
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$18,394
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	RICH WIGHTMAN & COMPANY, CPAS, LLC
Accountancy firm EIN	2018-12-31	481266910

Form 5500 Responses for THE SUNRISE GROUP OF COMPANIES 401(K) PLAN

2022: THE SUNRISE GROUP OF COMPANIES 401(K) PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: THE SUNRISE GROUP OF COMPANIES 401(K) PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: THE SUNRISE GROUP OF COMPANIES 401(K) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: THE SUNRISE GROUP OF COMPANIES 401(K) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: THE SUNRISE GROUP OF COMPANIES 401(K) PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

139762

Policy instance

Insurance contract or identification number	139762
Number of Individuals Covered	63
Total amount of commissions paid to insurance broker	USD $13,243
Total amount of fees paid to insurance company	USD $1,702
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $13,243
Insurance broker organization code?	3
Amount paid for insurance broker fees	1702
Additional information about fees paid to insurance broker	FEES AND TPA COMPENSATION

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

139762

Policy instance

Insurance contract or identification number	139762
Number of Individuals Covered	62
Total amount of commissions paid to insurance broker	USD $13,799
Total amount of fees paid to insurance company	USD $1,606
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $13,799
Insurance broker organization code?	3
Amount paid for insurance broker fees	1606
Additional information about fees paid to insurance broker	FEES AND TPA COMPENSATION

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

139762

Policy instance

Insurance contract or identification number	139762
Number of Individuals Covered	60
Total amount of commissions paid to insurance broker	USD $10,758
Total amount of fees paid to insurance company	USD $2,767
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $10,758
Insurance broker organization code?	3
Amount paid for insurance broker fees	2767
Additional information about fees paid to insurance broker	FEES AND TPA COMPENSATION

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

139762

Policy instance

Insurance contract or identification number	139762
Number of Individuals Covered	56
Total amount of commissions paid to insurance broker	USD $5,363
Total amount of fees paid to insurance company	USD $5,099
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $5,363
Insurance broker organization code?	3
Amount paid for insurance broker fees	5099
Additional information about fees paid to insurance broker	FEES AND TPA COMPENSATION

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Company Name:	SUNRISE MECHANICAL, INC
Employer identification number (EIN):	880306594
NAIC Classification:	238220
NAIC Description:	Plumbing, Heating, and Air-Conditioning Contractors