Sunshine Village Retirement Plan — Form 5500 plan (Sunshine Village)
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, Sunshine Village Retirement Plan is a benefit plan reported by Sunshine Village under EIN 04-6190469 and plan number 002. The latest loaded filing year is 2023. The filing reports 263 participants and $5,138,267 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Sunshine Village
- EIN
- 04-6190469
- Plan number
- 002
- Plan type
- 2
- Location
- Chicopee, MA
- Latest filing year
- 2023
- Participants
- 263
- End-of-year plan assets
- $5,138,267
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 263 | H, C | 20250128114500NAL0013539729001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,138,267
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,138,267
- Net assets (BOY)
- $4,556,089
Income & contributions
- Employer contributions
- $413,163
- Participant contributions
- $344,595
- Total contributions
- $757,758
- Total income / additions
- $1,266,329
Expenses & distributions
- Benefits paid
- $678,986
- Administrative expenses
- $5,165
- Total expenses
- $684,151
- Net increase / (decrease)
- $582,178
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Pasi, LLC | N/A | $5,165 | $2,265 | 2023 |