Original filing (PDF)20250723084552NAL0003187089001

SUNRISE SPRINGS WATER COMPANY

Name: SUNRISE SPRINGS WATER COMPANY — SUNRISE SPRINGS WATER COMPANY DEFINED BENEFIT PENSION PLAN, Form 5500 (2024)
Creator: SUNRISE SPRINGS WATER COMPANY

Form 5500-SF

FILING_RECEIVED

SUNRISE SPRINGS WATER COMPANY DEFINED BENEFIT PENSION PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SUNRISE SPRINGS WATER COMPANY.

Plan sponsor

Name

SUNRISE SPRINGS WATER COMPANY

EIN

34-1645088

Address

P.O. BOX 232 · NEWBURY, OH · 44065

Phone

(440) 564-9743

Industry

Retail Tradesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-23

Pension benefit codes

1A · Pay-related DB formula

1C · Cash balance or similar hybrid DB

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Retail Trade plans

HGS ENTERPRISES, INC.

HGS ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN AND TRUST

$1.1M · 51 participants

HODERMANN, INC.

HODERMANN, INC. 401(K) RETIREMENT PLAN

$1.0M · 14 participants

HARMON & SON INC.

HARMON & SON INC. 401(K) PLAN

$1.1M · 56 participants

SOMERSET CREAMERY INC.

SOMERSET CREAMERY INC. 401(K) PLAN

$1.0M · 8 participants

KOMATSU ENTERPRISES, INC. DBA K & K DISTRIBUTORS

K & K DISTRIBUTORS 401(K) PROFIT SHARING PLAN

$1.0M · 25 participants