Sun Mountain Sports, Inc. 401(K) & Profit Sharing Plan — Form 5500 plan (Sun Mountain Sports, Inc.)
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, Sun Mountain Sports, Inc. 401(K) & Profit Sharing Plan is a benefit plan reported by Sun Mountain Sports, Inc. under EIN 81-0456127 and plan number 002. The latest loaded filing year is 2023. The filing reports 115 participants and $0 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Sun Mountain Sports, Inc.
- EIN
- 81-0456127
- Plan number
- 002
- Plan type
- 2
- Location
- Missoula, MT
- Latest filing year
- 2023
- Participants
- 115
- End-of-year plan assets
- $0
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 115 | H, C | 20240909102500NAL0002710307001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $0
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $0
- Net assets (BOY)
- $8,589,238
Income & contributions
- Employer contributions
- $168,898
- Participant contributions
- $280,500
- Total contributions
- $811,704
- Total income / additions
- $1,835,952
Expenses & distributions
- Benefits paid
- $602,250
- Administrative expenses
- $21,459
- Total expenses
- $623,709
- Net increase / (decrease)
- $1,212,243
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Da Davidson & Co | INVESTMENT ADVISOR | $20,509 | not reported in the loaded dataset | 2023 |
| Capital Group Retirement Plan Svcs. | RECORDKEEPER | $950 | $0 | 2023 |