2023 Form 5500 filing — Sun Valley Community School, Inc. 403(B) 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 20241014110337NAL0045724176001) for Sun Valley Community School, Inc. 403(B) Plan, reported by Sun Valley Community School, Inc. under EIN 82-0307094 and plan number 001. It reports 243 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014110337NAL0045724176001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Sun Valley Community School, Inc.
- EIN
- 82-0307094
- Plan number
- 001
- Location
- Sun Valley, ID
- Participants
- 243
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $24,785,009
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $24,785,009
- Employer contributions
- $444,092
- Participant contributions
- $439,486
- Total income / additions
- $5,133,921
- Benefits paid
- $1,836,426
- Administrative expenses
- $31,781
- Total expenses
- $1,868,207
- Net increase / (decrease)
- $3,265,714
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mercer Global Advisors | ADVISOR | $35,311 | not reported in the loaded dataset |
| Tiaa | RECORDKEEPER | $5,548 | $0 |