2023 Form 5500 filing — Sun Mountain Sports, Inc. 401(K) & Profit Sharing 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 20240909102500NAL0002710307001) for Sun Mountain Sports, Inc. 401(K) & Profit Sharing Plan, reported by Sun Mountain Sports, Inc. under EIN 81-0456127 and plan number 002. It reports 115 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240909102500NAL0002710307001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Sun Mountain Sports, Inc.
- EIN
- 81-0456127
- Plan number
- 002
- Location
- Missoula, MT
- Participants
- 115
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $0
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $0
- Employer contributions
- $168,898
- Participant contributions
- $280,500
- Total income / additions
- $1,835,952
- Benefits paid
- $602,250
- Administrative expenses
- $21,459
- Total expenses
- $623,709
- Net increase / (decrease)
- $1,212,243
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Da Davidson & Co | INVESTMENT ADVISOR | $20,509 | not reported in the loaded dataset |
| Capital Group Retirement Plan Svcs. | RECORDKEEPER | $950 | $0 |