2023 Form 5500 filing — Suncrest Homes LLC 401k 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 20241011152143NAL0011113699001) for Suncrest Homes LLC 401k Plan, reported by Suncrest Homes LLC under EIN 91-1758452 and plan number 001. It reports 10 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$2.5MReported net assets$2,466,249
Participants10
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20241011152143NAL0011113699001
Plan sponsor
Suncrest Homes LLC
EIN
91-1758452
Plan number
001
Location
Talent, OR
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)$2.5M total assets
Net assets$2.5MLiabilities
Money in vs. money out
Total income / additions$177.2K
Total expenses$305.5K
Benefits paid / distributions$299.9K
Contributions
Employer$102.6K
Participant$31.1K
Full reported line items
Total assets (EOY)
$2,466,249
Net assets (EOY)
$2,466,249
Employer contributions
$102,576
Participant contributions
$31,094
Total income / additions
$177,153
Benefits paid
$299,875
Administrative expenses
$5,653
Total expenses
$305,528
Net increase / (decrease)
-$128,375

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241011152143NAL0011113699001 cover?
It is the 2023 Form 5500 filing for Suncrest Homes LLC 401k Plan, reported by Suncrest Homes LLC (EIN 91-1758452).
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