2023 Form 5500 filing — Summit At Palisades Highlands 401(K) Profit Sharing Plan & Trust
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240612131155NAL0029186401001) for Summit At Palisades Highlands 401(K) Profit Sharing Plan & Trust, reported by Summit At Palisades Highlands under EIN 95-4239244 and plan number 001. It reports 10 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20240612131155NAL0029186401001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Summit At Palisades Highlands
- EIN
- 95-4239244
- Plan number
- 001
- Location
- West Hills, CA
- Participants
- 10
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $48,959
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $48,959
- Employer contributions
- $2,777
- Participant contributions
- $32,688
- Total income / additions
- $37,198
- Benefits paid
- $0
- Administrative expenses
- $53
- Total expenses
- $53
- Net increase / (decrease)
- $37,145
- Schedule source
- Schedule I