2023 Form 5500 filing — Sacred Wind Employee Stock Ownership 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 20241008124721NAL0033695202001) for Sacred Wind Employee Stock Ownership Plan, reported by Sacred Wind Enterprises, Inc. under EIN 20-1387164 and plan number 002. It reports 58 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$1.2MReported net assets$1,169,258
Participants58
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20241008124721NAL0033695202001
Plan sponsor
Sacred Wind Enterprises, Inc.
EIN
20-1387164
Plan number
002
Location
Albuquerque, NM
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)$1.2M total assets
Net assets$1.2MLiabilities$0
Money in vs. money out
Total income / additions$105.4K
Total expenses$5.8M
Benefits paid / distributions$5.7M
Full reported line items
Total assets (EOY)
$1,169,258
Total liabilities (EOY)
$0
Net assets (EOY)
$1,169,258
Total income / additions
$105,416
Benefits paid
$5,747,826
Administrative expenses
$46,386
Total expenses
$5,794,212
Net increase / (decrease)
-$5,688,796

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241008124721NAL0033695202001 cover?
It is the 2023 Form 5500 filing for Sacred Wind Employee Stock Ownership Plan, reported by Sacred Wind Enterprises, Inc. (EIN 20-1387164).
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