SUGAR VALLEY LODGE has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan 403(B) THRIFT PLAN OF SUGAR VALLEY LODGE
| Measure | Date | Value |
|---|
| 2025 : 403(B) THRIFT PLAN OF SUGAR VALLEY LODGE 2025 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2025-10-01 | 0 |
| Total liabilities as of the end of the plan year | 2025-10-01 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-10-01 | 0 |
| Total expenses incurred by plan in this plan year | 2025-10-01 | 22363 |
| Net assets as of the end of the plan year | 2025-10-01 | 174541 |
| Total assets as of the beginning of the plan year | 2025-10-01 | 151405 |
| Value of plan covered by a fidelity bond | 2025-10-01 | 100000 |
| Participant contributions to plan in this plan year | 2025-10-01 | 12997 |
| Value of participant loans at end of plan year | 2025-10-01 | 2561 |
| Other expenses paid from plan in this plan year | 2025-10-01 | 0 |
| Other contributions to plan in this plan year | 2025-10-01 | 0 |
| Other income to plan in this plan year | 2025-10-01 | 10719 |
| Plan net income in this plan year | 2025-10-01 | 23136 |
| Net assets as of the end of the plan year | 2025-10-01 | 174541 |
| Net assets as of the beginning of the plan year | 2025-10-01 | 151405 |
| Employer contributions to plan in this plan year | 2025-10-01 | 21783 |
| Fees paid to broker by Benefit Provider | 2025-10-01 | 28 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-10-01 | 403 |
| 2024 : 403(B) THRIFT PLAN OF SUGAR VALLEY LODGE 2024 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2024-07-29 | 0 |
| Total liabilities as of the end of the plan year | 2024-07-29 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-07-29 | 0 |
| Total expenses incurred by plan in this plan year | 2024-07-29 | 37512 |
| Net assets as of the end of the plan year | 2024-07-29 | 151405 |
| Total assets as of the beginning of the plan year | 2024-07-29 | 152897 |
| Value of plan covered by a fidelity bond | 2024-07-29 | 100000 |
| Participant contributions to plan in this plan year | 2024-07-29 | 12218 |
| Value of participant loans at end of plan year | 2024-07-29 | 1693 |
| Other expenses paid from plan in this plan year | 2024-07-29 | 0 |
| Other contributions to plan in this plan year | 2024-07-29 | 0 |
| Other income to plan in this plan year | 2024-07-29 | 9919 |
| Plan net income in this plan year | 2024-07-29 | -1492 |
| Net assets as of the end of the plan year | 2024-07-29 | 151405 |
| Net assets as of the beginning of the plan year | 2024-07-29 | 152897 |
| Employer contributions to plan in this plan year | 2024-07-29 | 13883 |
| Fees paid to broker by Benefit Provider | 2024-07-29 | 162 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-07-29 | 209 |
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