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, Sun Valley Community School, Inc. 403(B) Plan is a benefit plan reported by Sun Valley Community School, Inc. under EIN 82-0307094 and plan number 001. The latest loaded filing year is 2023. The filing reports 243 participants and $24,785,009 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $24,785,009
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $24,785,009
- Net assets (BOY)
- $21,519,295
Income & contributions
- Employer contributions
- $444,092
- Participant contributions
- $439,486
- Total contributions
- $1,716,412
- Total income / additions
- $5,133,921
Expenses & distributions
- Benefits paid
- $1,836,426
- Administrative expenses
- $31,781
- Total expenses
- $1,868,207
- Net increase / (decrease)
- $3,265,714