MOONEY, WRIGHT, AND MOORE, PLLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan SUNWEST EMPLOYER SERVICES 401(K) RETIREMENT PLAN
| Measure | Date | Value |
|---|
| 2025 : SUNWEST EMPLOYER SERVICES 401(K) RETIREMENT PLAN 2025 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2025-09-19 | 0 |
| Total liabilities as of the end of the plan year | 2025-09-19 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-09-19 | 0 |
| Total expenses incurred by plan in this plan year | 2025-09-19 | 1640840 |
| Net assets as of the end of the plan year | 2025-09-19 | 3559442 |
| Total assets as of the beginning of the plan year | 2025-09-19 | 4039852 |
| Value of plan covered by a fidelity bond | 2025-09-19 | 500000 |
| Participant contributions to plan in this plan year | 2025-09-19 | 100980 |
| Value of participant loans at end of plan year | 2025-09-19 | 0 |
| Other expenses paid from plan in this plan year | 2025-09-19 | 0 |
| Other contributions to plan in this plan year | 2025-09-19 | 0 |
| Other income to plan in this plan year | 2025-09-19 | 1025411 |
| Plan net income in this plan year | 2025-09-19 | -480410 |
| Net assets as of the end of the plan year | 2025-09-19 | 3559442 |
| Net assets as of the beginning of the plan year | 2025-09-19 | 4039852 |
| Employer contributions to plan in this plan year | 2025-09-19 | 34039 |
| Fees paid to broker by Benefit Provider | 2025-09-19 | 1809 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-09-19 | 3873 |
| 2024 : SUNWEST EMPLOYER SERVICES 401(K) RETIREMENT PLAN 2024 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2024-07-26 | 0 |
| Total liabilities as of the end of the plan year | 2024-07-26 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-07-26 | 0 |
| Total expenses incurred by plan in this plan year | 2024-07-26 | 0 |
| Net assets as of the end of the plan year | 2024-07-26 | 4039852 |
| Total assets as of the beginning of the plan year | 2024-07-26 | 2922090 |
| Value of plan covered by a fidelity bond | 2024-07-26 | 500000 |
| Participant contributions to plan in this plan year | 2024-07-26 | 90116 |
| Value of participant loans at end of plan year | 2024-07-26 | 21182 |
| Other expenses paid from plan in this plan year | 2024-07-26 | 0 |
| Other contributions to plan in this plan year | 2024-07-26 | 0 |
| Other income to plan in this plan year | 2024-07-26 | 992243 |
| Plan net income in this plan year | 2024-07-26 | 1117762 |
| Net assets as of the end of the plan year | 2024-07-26 | 4039852 |
| Net assets as of the beginning of the plan year | 2024-07-26 | 2922090 |
| Employer contributions to plan in this plan year | 2024-07-26 | 35403 |
| Fees paid to broker by Benefit Provider | 2024-07-26 | 2575 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-07-26 | 0 |
| 2010 : SUNWEST EMPLOYER SERVICES 401(K) RETIREMENT PLAN 2010 401k financial data |
|---|
| Transfers to/from the plan | 2010-12-31 | $0 |
| Total plan liabilities at end of year | 2010-12-31 | $0 |
| Total plan liabilities at beginning of year | 2010-12-31 | $0 |
| Total income from all sources | 2010-12-31 | $107,569 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $0 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $0 |
| Total plan assets at end of year | 2010-12-31 | $145,307 |
| Total plan assets at beginning of year | 2010-12-31 | $37,738 |
| Value of fidelity bond covering the plan | 2010-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $63,754 |
| Expenses. Other expenses not covered elsewhere | 2010-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2010-12-31 | $0 |
| Other income received | 2010-12-31 | $11,161 |
| Noncash contributions received | 2010-12-31 | $0 |
| Net income (gross income less expenses) | 2010-12-31 | $107,569 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $145,307 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $37,738 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $32,654 |
| Value of certain deemed distributions of participant loans | 2010-12-31 | $0 |
| Value of corrective distributions | 2010-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
| 2009 : SUNWEST EMPLOYER SERVICES 401(K) RETIREMENT PLAN 2009 401k financial data |
|---|
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
| 2010: SUNWEST EMPLOYER SERVICES 401(K) RETIREMENT PLAN 2010 form 5500 responses |
|---|
| 2010-01-01 | Type of plan entity | Single employer plan |
| 2010-01-01 | Submission has been amended | No |
| 2010-01-01 | This submission is the final filing | No |
| 2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2010-01-01 | Plan is a collectively bargained plan | No |
| 2010-01-01 | Plan funding arrangement – Trust | Yes |
| 2010-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: SUNWEST EMPLOYER SERVICES 401(K) RETIREMENT PLAN 2009 form 5500 responses |
|---|
| 2009-07-01 | Type of plan entity | Single employer plan |
| 2009-07-01 | First time form 5500 has been submitted | Yes |
| 2009-07-01 | Submission has been amended | No |
| 2009-07-01 | This submission is the final filing | No |
| 2009-07-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
| 2009-07-01 | Plan is a collectively bargained plan | No |
| 2009-07-01 | Plan funding arrangement – Trust | Yes |
| 2009-07-01 | Plan benefit arrangement - Trust | Yes |
