Plan5500

Sightglass Mgmt, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Sightglass Mgmt, Inc. (EIN 47-1850549) is a plan sponsor located in Alameda, CA with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
47-1850549
Location
Alameda, CA
Loaded plans
1
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Sightglass Mgmt, Inc.

  • 1 loaded plans hold $2.9M in reported assets.
  • The largest, Kiva Brands Retirement Plan, holds 100% of this company's reported plan assets.
  • Plans cover 367 reported participants.
  • 1 of 1 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$2.8MSummed across loaded plans$2,831,624
Total reported assets$2.9M$2,859,790
Total reported participants367
Total reported liabilities$28.2K$28,166

Reported net position

Reported assets = net assets + liabilities (summed)$2.9M total assets
Net assets$2.8MLiabilities$28.2K
Contributions & income
Employer contributionsNot reported
Participant contributions$1.2M
Total income / additions$1.6M
Expenses & distributions
Benefits paid / distributions$366.1K
Total expenses$418.2K
Net increase / (decrease)$1.2M

Data coverage

Plans with financial statements1 / 1 (100%)
Plans with provider compensation1 / 1 (100%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Kiva Brands Retirement Plan
Participants per plan367Average across loaded plans
Loaded plans1
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Kiva Brands Retirement Plan$2.9M
    Plan #001 · 367 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Sightglass Mgmt, Inc.. Open one for its full reported snapshot.

  1. 2023
    Kiva Brands Retirement Plan367 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Sightglass Mgmt, Inc. report on Form 5500?
Sightglass Mgmt, Inc. (EIN 47-1850549) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Sightglass Mgmt, Inc.?
The Employer Identification Number (EIN) reported for Sightglass Mgmt, Inc. is 47-1850549.
What is the latest Form 5500 filing year for Sightglass Mgmt, Inc.?
The latest loaded Form 5500 filing year for Sightglass Mgmt, Inc. is 2023.

Related Form 5500 pages