2023 Form 5500 filing — Sunview 401(K) Plan
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 20240722130526NAL0022810690001) for Sunview 401(K) Plan, reported by Sunview Vineyards Of California, Inc. under EIN 77-0199908 and plan number 001. It reports 3,190 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240722130526NAL0022810690001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Sunview Vineyards Of California, Inc.
- EIN
- 77-0199908
- Plan number
- 001
- Location
- Delano, CA
- Participants
- 3,190
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,144,859
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,144,859
- Employer contributions
- $1,176,560
- Participant contributions
- $1,947,585
- Total income / additions
- $4,575,512
- Benefits paid
- $255,613
- Administrative expenses
- $82,318
- Total expenses
- $337,931
- Net increase / (decrease)
- $4,237,581
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $67,221 | $0 |
| Equitable Advisors LLC | BROKER/ADVISE R | $0 | $36,778 |
| Empower Advisory Group LLC | INVESTMENT MGMT | $9,578 | $0 |
| Envestnet Retirement Solutions LLC | OTHER | $3,865 | $0 |
| Hicks Pension Services | CONTRACT ADMIN | $1,650 | $0 |
| Envestnet Retirement Solutions, LLC | OTHER | $3 | $0 |