2023 Form 5500 filing — Sonnenalp Properties 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 20241010095100NAL0019884849001) for Sonnenalp Properties Profit Sharing Plan, reported by Sonnenalp Properties Inc. under EIN 84-0892418 and plan number 001. It reports 436 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$10.3MReported net assets$10,301,260
Participants436
Provider compensation$56.1K1 Schedule C row(s)$56,103
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241010095100NAL0019884849001
Plan sponsor
Sonnenalp Properties Inc.
EIN
84-0892418
Plan number
001
Location
Vail, CO
Received date
not reported in the loaded dataset
Schedule H · 2023

Reported financial snapshot

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

Reported balance (end of year)$10.3M total assets
Net assets$10.3MLiabilities$0
Money in vs. money out
Total income / additions$2.6M
Total expenses$841K
Benefits paid / distributions$838.9K
Contributions
Employer$358.2K
Participant$860.1K
Full reported line items
Total assets (EOY)
$10,301,260
Total liabilities (EOY)
$0
Net assets (EOY)
$10,301,260
Employer contributions
$358,158
Participant contributions
$860,069
Total income / additions
$2,596,249
Benefits paid
$838,938
Administrative expenses
$2,060
Total expenses
$840,998
Net increase / (decrease)
$1,755,251

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
American United Life Insurance CoNONE$1,664$54,439

Related Form 5500 pages