Plain-English plan 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. 401(K) Plan is a benefit plan reported by The Sun Valley Group, Inc. under EIN 68-0265986 and plan number 001. The latest loaded filing year is 2023. The filing reports 322 participants and $3,731,257 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,731,257
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,731,257
- Net assets (BOY)
- $3,762,029
Income & contributions
- Participant contributions
- $172,009
- Total contributions
- $172,009
- Total income / additions
- $707,090
Expenses & distributions
- Benefits paid
- $701,361
- Administrative expenses
- $28,640
- Total expenses
- $737,862
- Net increase / (decrease)
- -$30,772