2023 Form 5500 filing — The Sun Valley Group, Inc. 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 20250416145823NAL0005080241001) for The Sun Valley Group, Inc. 401(K) Plan, reported by The Sun Valley Group, Inc. under EIN 68-0265986 and plan number 001. It reports 322 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250416145823NAL0005080241001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Sun Valley Group, Inc.
- EIN
- 68-0265986
- Plan number
- 001
- Location
- Arcata, CA
- Participants
- 322
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,731,257
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,731,257
- Participant contributions
- $172,009
- Total income / additions
- $707,090
- Benefits paid
- $701,361
- Administrative expenses
- $28,640
- Total expenses
- $737,862
- Net increase / (decrease)
- -$30,772
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Voya Retirement Insurance & Annuity | SERVICE PROVIDER | $28,640 | $0 |
| Wells Fargo Clearing Services, LLC | SERVICE PROVIDER | $0 | $18,387 |