2023 Form 5500 filing — Sonora West Development, 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 20241009122544NAL0009187459001) for Sonora West Development, Inc. 401(K) Profit Sharing Plan, reported by Sonora West Development, Inc. under EIN 86-1023573 and plan number 001. It reports 38 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$3.2MReported net assets$3,202,375
Participants38
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20241009122544NAL0009187459001
Plan sponsor
Sonora West Development, Inc.
EIN
86-1023573
Plan number
001
Location
Scottsdale, AZ
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)$3.2M total assets
Net assets$3.2MLiabilities
Money in vs. money out
Total income / additions$539K
Total expenses$98.8K
Benefits paid / distributions$74.8K
Contributions
Employer$102.2K
Participant$120.7K
Full reported line items
Total assets (EOY)
$3,202,375
Net assets (EOY)
$3,202,375
Employer contributions
$102,184
Participant contributions
$120,688
Total income / additions
$539,038
Benefits paid
$74,772
Administrative expenses
$24,071
Total expenses
$98,843
Net increase / (decrease)
$440,195

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241009122544NAL0009187459001 cover?
It is the 2023 Form 5500 filing for Sonora West Development, Inc. 401(K) Profit Sharing Plan, reported by Sonora West Development, Inc. (EIN 86-1023573).
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