Sonnenalp Properties Profit Sharing Plan — Form 5500 plan (Sonnenalp Properties 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, Sonnenalp Properties Profit Sharing Plan is a benefit plan reported by Sonnenalp Properties Inc. under EIN 84-0892418 and plan number 001. The latest loaded filing year is 2023. The filing reports 436 participants and $10,301,260 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Sonnenalp Properties Inc.
- EIN
- 84-0892418
- Plan number
- 001
- Plan type
- 2
- Location
- Vail, CO
- Latest filing year
- 2023
- Participants
- 436
- End-of-year plan assets
- $10,301,260
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 436 | H, C | 20241010095100NAL0019884849001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,301,260
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,301,260
- Net assets (BOY)
- $8,546,009
Income & contributions
- Employer contributions
- $358,158
- Participant contributions
- $860,069
- Total contributions
- $1,262,401
- Total income / additions
- $2,596,249
Expenses & distributions
- Benefits paid
- $838,938
- Administrative expenses
- $2,060
- Total expenses
- $840,998
- Net increase / (decrease)
- $1,755,251
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| American United Life Insurance Co | NONE | $1,664 | $54,439 | 2023 |