2023 Form 5500 filing — Sunshine Village Retirement 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 20250128114500NAL0013539729001) for Sunshine Village Retirement Plan, reported by Sunshine Village under EIN 04-6190469 and plan number 002. It reports 263 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20250128114500NAL0013539729001
Filing year
2023
Form type
2
Plan sponsor
Sunshine Village
EIN
04-6190469
Plan number
002
Location
Chicopee, MA
Participants
263
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$5,138,267
Total liabilities (EOY)
$0
Net assets (EOY)
$5,138,267
Employer contributions
$413,163
Participant contributions
$344,595
Total income / additions
$1,266,329
Benefits paid
$678,986
Administrative expenses
$5,165
Total expenses
$684,151
Net increase / (decrease)
$582,178
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Pasi, LLCN/A$5,165$2,265

Related Form 5500 pages