Sunland Tax, Inc. Retirement Plan — Form 5500 plan (Sunland Tax, Inc.)
Plain-English plan 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, Sunland Tax, Inc. Retirement Plan is a benefit plan reported by Sunland Tax, Inc. under EIN 04-3755239 and plan number 001. The latest loaded filing year is 2023. The filing reports 2 participants and $6,411 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Sunland Tax, Inc.
- EIN
- 04-3755239
- Plan number
- 001
- Plan type
- 2
- Location
- Goodyear, AZ
- Latest filing year
- 2023
- Participants
- 2
- End-of-year plan assets
- $6,411
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2 | I | 20240501171959NAL0008974467001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $6,411
- Net assets (EOY)
- $6,411
- Net assets (BOY)
- $51,586
Income & contributions
- Total income / additions
- -$45,175
Expenses & distributions
- Total expenses
- $0
- Net increase / (decrease)
- -$45,175
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.