How many benefit plans does The Sun Valley Group, Inc. report on Form 5500?

The Sun Valley Group, Inc. (EIN 68-0265986) reports 1 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for The Sun Valley Group, Inc.?

The Employer Identification Number (EIN) reported for The Sun Valley Group, Inc. is 68-0265986.

What is the latest Form 5500 filing year for The Sun Valley Group, Inc.?

The latest loaded Form 5500 filing year for The Sun Valley Group, Inc. is 2023.

The Sun Valley Group, Inc. — 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 Sun Valley Group, Inc. (EIN 68-0265986) is a plan sponsor located in Arcata, CA with 1 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: 68-0265986
Location: Arcata, CA
Loaded plans: 2
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $3,731,257
Total reported liabilities (EOY): $0
Total reported net assets (EOY): $3,731,257

Contributions & income

Participant contributions: $172,009
Total income / additions: $707,090

Expenses & distributions

Benefits paid / distributions: $701,361
Total expenses: $737,862
Net increase / (decrease): -$30,772

Coverage

Total reported participants: 496
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 Sun Valley Group, Inc. plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
The Sun Valley Group, Inc. 401(K) Plan	001	322	$3,731,257	2023
The Sun Valley Group, Inc. Group Health And Welfare Plan	501	174	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 Sun Valley Group, Inc.
Year	Plan	Participants	Schedules	Filing
2023	The Sun Valley Group, Inc. Group Health And Welfare Plan	174	—	20240515174547NAL0048994144001
2023	The Sun Valley Group, Inc. 401(K) Plan	322	H, C	20250416145823NAL0005080241001