How many benefit plans does The Annenberg Foundation Trust At Sunnylands report on Form 5500?

The Annenberg Foundation Trust At Sunnylands (EIN 25-6774871) reports 2 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for The Annenberg Foundation Trust At Sunnylands?

The Employer Identification Number (EIN) reported for The Annenberg Foundation Trust At Sunnylands is 25-6774871.

What is the latest Form 5500 filing year for The Annenberg Foundation Trust At Sunnylands?

The latest loaded Form 5500 filing year for The Annenberg Foundation Trust At Sunnylands is 2023.

The Annenberg Foundation Trust At Sunnylands — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, The Annenberg Foundation Trust At Sunnylands (EIN 25-6774871) is a plan sponsor located in Rancho Mirage, CA with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN: 25-6774871
Location: Rancho Mirage, CA
Loaded plans: 2
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $6,777,751
Total reported liabilities (EOY): $0
Total reported net assets (EOY): $6,777,751

Contributions & income

Employer contributions: $357,187
Participant contributions: $527,184
Total income / additions: $1,988,583

Expenses & distributions

Benefits paid / distributions: $1,376,906
Total expenses: $1,377,887
Net increase / (decrease): $610,696

Coverage

Total reported participants: 240
Plans with financial statements: 1
Plans with provider compensation: 1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's 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

The Annenberg Foundation Trust At Sunnylands plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
The Annenberg Foundation Trust At Sunnylands 403(B) Plan	001	145	$6,777,751	2023
The Annenberg Foundation Trust At Sunnylands Benefits Plan	501	95	not reported in the loaded dataset	2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for The Annenberg Foundation Trust At Sunnylands
Year	Plan	Participants	Schedules	Filing
2023	The Annenberg Foundation Trust At Sunnylands 403(B) Plan	145	H, C	20240926155812NAL0000563843001
2023	The Annenberg Foundation Trust At Sunnylands Benefits Plan	95	—	20241106101327NAL0005845059001