2023 Form 5500 filing — Sun City Palm Springs Communit 401(K) Profit Sharing Plan & Trust
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 20240903140651NAL0009224915001) for Sun City Palm Springs Communit 401(K) Profit Sharing Plan & Trust, reported by Sun City Palm Springs Communit under EIN 94-3200731 and plan number 001. It reports 184 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240903140651NAL0009224915001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Sun City Palm Springs Communit
- EIN
- 94-3200731
- Plan number
- 001
- Location
- Palm Desert, CA
- Participants
- 184
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,098,493
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,098,493
- Employer contributions
- $148,405
- Participant contributions
- $408,105
- Total income / additions
- $1,171,214
- Benefits paid
- $895,308
- Administrative expenses
- $16,949
- Total expenses
- $912,257
- Net increase / (decrease)
- $258,957
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fortem Financial | ADVISOR | $9,916 | not reported in the loaded dataset |