Plan5500

Sun West Financial Services International 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, Sun West Financial Services International Inc (EIN 66-0800214) is a plan sponsor located in Guaynabo, PR 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
66-0800214
Location
Guaynabo, PR
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 Sun West Financial Services International Inc

  • 1 loaded plans hold $123.1K in reported assets.
  • The largest, Sun West Financial Services International Inc 1081. 01(D) Plan, holds 100% of this company's reported plan assets.
  • Plans cover 49 reported participants.
  • 1 of 1 plans report full financial statements.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$123.1KSummed across loaded plans$123,149
Total reported assets$123.1K$123,149
Total reported participants49
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$123.1K total assets
Net assets$123.1KLiabilities—
Contributions & income
Employer contributions$11K
Participant contributions$36.1K
Total income / additions$63K
Expenses & distributions
Benefits paid / distributions$4.9K
Total expenses$7.3K
Net increase / (decrease)$55.7K

Data coverage

Plans with financial statements1 / 1 (100%)
Plans with provider compensation0 / 1 ()

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%Sun West Financial Services International Inc 1081. 01(D) Plan
Participants per plan49Average 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
    Sun West Financial Services International Inc 1081. 01(D) Plan$123.1K
    Plan #003 · 49 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 Sun West Financial Services International Inc. Open one for its full reported snapshot.

  1. 2023
    Sun West Financial Services International Inc 1081. 01(D) Plan49 participants · 2Sch I
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Sun West Financial Services International Inc report on Form 5500?
Sun West Financial Services International Inc (EIN 66-0800214) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Sun West Financial Services International Inc?
The Employer Identification Number (EIN) reported for Sun West Financial Services International Inc is 66-0800214.
What is the latest Form 5500 filing year for Sun West Financial Services International Inc?
The latest loaded Form 5500 filing year for Sun West Financial Services International Inc is 2023.

Related Form 5500 pages