2023 Form 5500 filing — Sun West Mortgage Co., 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 20241011134719NAL0022866737001) for Sun West Mortgage Co., 401(K) Plan, reported by Sun West Mortgage Company, Inc. under EIN 95-3523796 and plan number 001. It reports 621 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011134719NAL0022866737001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Sun West Mortgage Company, Inc.
- EIN
- 95-3523796
- Plan number
- 001
- Location
- Cerritos, CA
- Participants
- 621
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $13,500,234
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,500,234
- Employer contributions
- $0
- Participant contributions
- $1,126,328
- Total income / additions
- $3,702,889
- Benefits paid
- $2,078,374
- Administrative expenses
- $85,014
- Total expenses
- $2,223,433
- Net increase / (decrease)
- $1,479,456
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Burnham Gibson Wealth Advisors LLC | ADVISOR | $42,647 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $38,693 | $0 |