Search public Form 5500 filings

Plans

• planSunrise Company 401(K) PlanFinancial statementProvider compensation2023 filing
  $30.9Mreported assets (EOY)
  Sponsor: Toscana Limited, L.P.EIN: 20-0080804Plan: 001Participants: 381Assets: $30,915,757Net assets: $30.9MAssets / participant: $81.1KLocation: Palm Desert, CALatest: 2023
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• planThe Fairfield Homes Title Holding Co., Inc. Defined Benefit Pension PlanFinancial statement2023 filing
  $20.6Mreported assets (EOY)
  Sponsor: The Fairfield Homes Title Holding Co., Inc.EIN: 95-1416326Plan: 001Participants: 22Assets: $20,565,656Net assets: $20.6MAssets / participant: $934.8KLocation: Palm Desert, CALatest: 2023
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• planBighorn Golf Club 401(K) PlanFinancial statementProvider compensation2023 filing
  $17.6Mreported assets (EOY)
  Sponsor: Bighorn Golf ClubEIN: 33-0440671Plan: 001Participants: 328Assets: $17,601,816Net assets: $17.6MAssets / participant: $53.7KLocation: Palm Desert, CALatest: 2023
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• planWest Coast Turf 401(K) Profit Sharing PlanFinancial statementProvider compensation2023 filing
  $16.2Mreported assets (EOY)
  Sponsor: West Coast TurfEIN: 33-0424659Plan: 001Participants: 212Assets: $16,233,021Net assets: $16.2MAssets / participant: $76.6KLocation: Palm Desert, CALatest: 2023
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• planIronsmith, Inc. Employee Stock Ownership PlanFinancial statement2023 filing
  $10.4Mreported assets (EOY)
  Sponsor: Ironsmith, Inc.EIN: 33-0474205Plan: 001Participants: 11Assets: $10,440,663Net assets: $8.3MAssets / participant: $949.2KLocation: Palm Desert, CALatest: 2023
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• planFranklin Loan Center 401(K) PlanFinancial statementProvider compensation2023 filing
  $8.7Mreported assets (EOY)
  Sponsor: Franklin Loan CenterEIN: 33-0397503Plan: 002Participants: 180Assets: $8,699,633Net assets: $8.7MAssets / participant: $48.3KLocation: Palm Desert, CALatest: 2023
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• planThe Lakes Country Club Association, Inc. 401(K) PlanFinancial statementProvider compensation2023 filing
  $5.7Mreported assets (EOY)
  Sponsor: The Lakes Country Club Association, Inc.EIN: 95-3792265Plan: 001Participants: 208Assets: $5,664,604Net assets: $5.7MAssets / participant: $27.2KLocation: Palm Desert, CALatest: 2023
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• planSun City Palm Springs Communit 401(K) Profit Sharing Plan & TrustFinancial statementProvider compensation2023 filing
  $4.1Mreported assets (EOY)
  Sponsor: Sun City Palm Springs CommunitEIN: 94-3200731Plan: 001Participants: 184Assets: $4,098,493Net assets: $4.1MAssets / participant: $22.3KLocation: Palm Desert, CALatest: 2023
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