Summit At Palisades Highlands 401(K) Profit Sharing Plan & Trust — Form 5500 plan (Summit At Palisades Highlands)
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, Summit At Palisades Highlands 401(K) Profit Sharing Plan & Trust is a benefit plan reported by Summit At Palisades Highlands under EIN 95-4239244 and plan number 001. The latest loaded filing year is 2023. The filing reports 10 participants and $48,959 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Summit At Palisades Highlands
- EIN
- 95-4239244
- Plan number
- 001
- Plan type
- 2
- Location
- West Hills, CA
- Latest filing year
- 2023
- Participants
- 10
- End-of-year plan assets
- $48,959
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 10 | I | 20240612131155NAL0029186401001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $48,959
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $48,959
- Net assets (BOY)
- $11,814
Income & contributions
- Employer contributions
- $2,777
- Participant contributions
- $32,688
- Total income / additions
- $37,198
Expenses & distributions
- Benefits paid
- $0
- Administrative expenses
- $53
- Total expenses
- $53
- Net increase / (decrease)
- $37,145
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.