2023 Form 5500 filing — Sun West Mortgage Co 1081. 01(D) Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240418120755NAL0005157328001) for Sun West Mortgage Co 1081. 01(D) Plan, reported by Sun West Mortgage Company, Inc. under EIN 95-3523796 and plan number 002. It reports 83 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20240418120755NAL0005157328001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Sun West Mortgage Company, Inc.
- EIN
- 95-3523796
- Plan number
- 002
- Location
- Guaynabo, PR
- Participants
- 83
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,105,070
- Net assets (EOY)
- $1,105,070
- Employer contributions
- $26,925
- Participant contributions
- $138,404
- Total income / additions
- $329,749
- Benefits paid
- $150,643
- Total expenses
- $159,953
- Net increase / (decrease)
- $169,796
- Schedule source
- Schedule I