Sun City Palm Springs Communit 401(K) Profit Sharing Plan & Trust — Form 5500 plan (Sun City Palm Springs Communit)
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 City Palm Springs Communit 401(K) Profit Sharing Plan & Trust is a benefit plan reported by Sun City Palm Springs Communit under EIN 94-3200731 and plan number 001. The latest loaded filing year is 2023. The filing reports 184 participants and $4,098,493 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Sun City Palm Springs Communit
- EIN
- 94-3200731
- Plan number
- 001
- Plan type
- 2
- Location
- Palm Desert, CA
- Latest filing year
- 2023
- Participants
- 184
- End-of-year plan assets
- $4,098,493
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 184 | H, C | 20240903140651NAL0009224915001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,098,493
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,098,493
- Net assets (BOY)
- $3,839,536
Income & contributions
- Employer contributions
- $148,405
- Participant contributions
- $408,105
- Total contributions
- $556,510
- Total income / additions
- $1,171,214
Expenses & distributions
- Benefits paid
- $895,308
- Administrative expenses
- $16,949
- Total expenses
- $912,257
- Net increase / (decrease)
- $258,957
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fortem Financial | ADVISOR | $9,916 | not reported in the loaded dataset | 2023 |