2023 Form 5500 filing — Daywest Management, Inc. 401(K) 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 20240804185702NAL0000352611001) for Daywest Management, Inc. 401(K) Plan, reported by Daywest Management, Inc. under EIN 20-8058906 and plan number 001. It reports 123 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$6.3MReported net assets$6,307,584
Participants123
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240804185702NAL0000352611001
Plan sponsor
Daywest Management, Inc.
EIN
20-8058906
Plan number
001
Location
Ogden, UT
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$6.3M total assets
Net assets$6.3MLiabilities$0
Money in vs. money out
Total income / additions$1.2M
Total expenses$136.2K
Benefits paid / distributions$114.9K
Contributions
Employer$65.5K
Participant$202.9K
Full reported line items
Total assets (EOY)
$6,307,584
Total liabilities (EOY)
$0
Net assets (EOY)
$6,307,584
Employer contributions
$65,550
Participant contributions
$202,862
Total income / additions
$1,164,602
Benefits paid
$114,861
Administrative expenses
$21,377
Total expenses
$136,238
Net increase / (decrease)
$1,028,364

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240804185702NAL0000352611001 cover?
It is the 2023 Form 5500 filing for Daywest Management, Inc. 401(K) Plan, reported by Daywest Management, Inc. (EIN 20-8058906).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages