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 West Mortgage Co., 401(K) Plan is a benefit plan reported by Sun West Mortgage Company, Inc. under EIN 95-3523796 and plan number 001. The latest loaded filing year is 2023. The filing reports 621 participants and $13,500,234 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $13,500,234
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,500,234
- Net assets (BOY)
- $12,020,778
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $1,126,328
- Total contributions
- $1,455,160
- Total income / additions
- $3,702,889
Expenses & distributions
- Benefits paid
- $2,078,374
- Administrative expenses
- $85,014
- Total expenses
- $2,223,433
- Net increase / (decrease)
- $1,479,456