Sun West Mortgage Co 1081. 01(D) Plan — Form 5500 plan (Sun West Mortgage Company, 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 West Mortgage Co 1081. 01(D) Plan is a benefit plan reported by Sun West Mortgage Company, Inc. under EIN 95-3523796 and plan number 002. The latest loaded filing year is 2023. The filing reports 83 participants and $1,105,070 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Sun West Mortgage Company, Inc.
- EIN
- 95-3523796
- Plan number
- 002
- Plan type
- 2
- Location
- Guaynabo, PR
- Latest filing year
- 2023
- Participants
- 83
- End-of-year plan assets
- $1,105,070
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 83 | I | 20240418120755NAL0005157328001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $1,105,070
- Net assets (EOY)
- $1,105,070
- Net assets (BOY)
- $935,274
Income & contributions
- Employer contributions
- $26,925
- Participant contributions
- $138,404
- Total income / additions
- $329,749
Expenses & distributions
- Benefits paid
- $150,643
- Total expenses
- $159,953
- Net increase / (decrease)
- $169,796
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.