2023 Form 5500 filing — Sunview Management Inc 401(K) 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 20241015142535NAL0016619459001) for Sunview Management Inc 401(K) Plan, reported by Sunview Management Inc under EIN 84-1946625 and plan number 001. It reports 9 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$516KReported net assets$515,965
Participants9
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20241015142535NAL0016619459001
Plan sponsor
Sunview Management Inc
EIN
84-1946625
Plan number
001
Location
Spring Valley, CA
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)$516K total assets
Net assets$516KLiabilities
Money in vs. money out
Total income / additions$14.5K
Total expenses$0
Benefits paid / distributions$0
Contributions
Employer$1.7K
Participant$3.9K
Full reported line items
Total assets (EOY)
$515,965
Net assets (EOY)
$515,965
Employer contributions
$1,658
Participant contributions
$3,900
Total income / additions
$14,477
Benefits paid
$0
Administrative expenses
$0
Total expenses
$0
Net increase / (decrease)
$14,477

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015142535NAL0016619459001 cover?
It is the 2023 Form 5500 filing for Sunview Management Inc 401(K) Plan, reported by Sunview Management Inc (EIN 84-1946625).
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