Sun Valley, ID Form 5500 retirement and benefit plan filings
City Form 5500 summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Sun Valley, ID has 3 loaded benefit plan(s) reported by 3 plan sponsor(s), with $28,707,954 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 3
- Plan sponsors
- 3
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $28,707,954
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $28,707,954
Contributions & income
- Employer contributions
- $634,145
- Participant contributions
- $871,033
- Total income / additions
- $6,385,754
Expenses & distributions
- Benefits paid / distributions
- $2,852,186
- Total expenses
- $2,892,585
- Net increase / (decrease)
- $3,493,169
Coverage
- Total reported participants
- 339
- Plans with financial statements
- 3
- Plans with provider compensation
- 1
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Sun Valley, ID plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.
Largest loaded plans by reported assets
| Plan | Sponsor | Reported assets (EOY) | Year |
|---|---|---|---|
| Sun Valley Community School, Inc. 403(B) Plan | Sun Valley Community School, Inc. | $24,785,009 | 2023 |
| The Valley Club, Inc. 401(K) Plan | The Valley Club, Inc. | $2,425,577 | 2023 |
| Tugboat Management, LLC 401(K) Plan | Tugboat Management, LLC | $1,497,368 | 2023 |
Largest plans in Sun Valley → · Sun Valley plans by participants → · Sun Valley plans with financial data → · Sun Valley plans with provider compensation → · $1B+ plans in Sun Valley →
Related Form 5500 pages
- All ID Form 5500 filings
- Sun Valley Community School, Inc. 403(B) Plan (plan 001)
- Sun Valley Community School, Inc. — all reported plans
- The Valley Club, Inc. 401(K) Plan (plan 001)
- The Valley Club, Inc. — all reported plans
- Tugboat Management, LLC 401(K) Plan (plan 001)
- Tugboat Management, LLC — all reported plans
- Methodology
- Data sources