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SUNWEST EMPLOYER SERVICES 401(K) RETIREMENT PLAN 401k Plan overview

Plan NameSUNWEST EMPLOYER SERVICES 401(K) RETIREMENT PLAN
Plan identification number 001

SUNWEST EMPLOYER SERVICES 401(K) RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

ENTERPRISING SOLUTIONS, INC. DBA SUNWEST EMPLOYER SERVICES, INC. has sponsored the creation of one or more 401k plans.

Company Name:ENTERPRISING SOLUTIONS, INC. DBA SUNWEST EMPLOYER SERVICES, INC.
Employer identification number (EIN):880346948
NAIC Classification:541990
NAIC Description:All Other Professional, Scientific, and Technical Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SUNWEST EMPLOYER SERVICES 401(K) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01T R BICK2024-06-19
0012022-01-01T R BICK2023-07-14
0012021-01-01T R BICK2022-07-13
0012020-01-01T R BICK2021-07-16
0012019-01-01T R BICK2020-07-21
0012018-01-01T R BICK2019-07-29
0012017-01-01T R BICK2018-07-25
0012016-01-01T R BICK2017-07-26
0012015-01-01T R BICK2016-10-13
0012014-01-01LYNNE MCAULEY2015-05-26
0012013-01-01LYNNE MCAULEY2014-04-03
0012012-01-01LYNNE MCAULEY2013-06-19
0012011-01-01REBECCAH SOTELO2012-05-04
0012010-01-01REBECCAH SOTELO
0012009-01-01REBECCAH SOTELO

Financial Data on 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 year2025-07-250
Total liabilities as of the end of the plan year2025-07-250
Total liabilities as of the beginning of the plan year2025-07-250
Total expenses incurred by plan in this plan year2025-07-2519843
Net assets as of the end of the plan year2025-07-25511011
Total assets as of the beginning of the plan year2025-07-25379883
Value of plan covered by a fidelity bond2025-07-25500000
Participant contributions to plan in this plan year2025-07-2572489
Value of participant loans at end of plan year2025-07-2541152
Other expenses paid from plan in this plan year2025-07-250
Other contributions to plan in this plan year2025-07-250
Other income to plan in this plan year2025-07-2578482
Plan net income in this plan year2025-07-25131128
Net assets as of the end of the plan year2025-07-25511011
Net assets as of the beginning of the plan year2025-07-25379883
Employer contributions to plan in this plan year2025-07-250
Fees paid to broker by Benefit Provider2025-07-25260
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-251402
2024 : SUNWEST EMPLOYER SERVICES 401(K) RETIREMENT PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-06-190
Total liabilities as of the end of the plan year2024-06-190
Total liabilities as of the beginning of the plan year2024-06-190
Total expenses incurred by plan in this plan year2024-06-1934814
Net assets as of the end of the plan year2024-06-19379883
Total assets as of the beginning of the plan year2024-06-19293879
Value of plan covered by a fidelity bond2024-06-19500000
Participant contributions to plan in this plan year2024-06-1965959
Value of participant loans at end of plan year2024-06-1911444
Other expenses paid from plan in this plan year2024-06-190
Other contributions to plan in this plan year2024-06-190
Other income to plan in this plan year2024-06-1954859
Plan net income in this plan year2024-06-1986004
Net assets as of the end of the plan year2024-06-19379883
Net assets as of the beginning of the plan year2024-06-19293879
Employer contributions to plan in this plan year2024-06-190
Fees paid to broker by Benefit Provider2024-06-19243
Expensese paid to adminstrative service provicers from plan in this plan year2024-06-190
2010 : SUNWEST EMPLOYER SERVICES 401(K) RETIREMENT PLAN 2010 401k financial data
Transfers to/from the plan2010-12-31$-311
Total plan liabilities at end of year2010-12-31$0
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$45,399
Expenses. Total of all expenses incurred2010-12-31$50,633
Benefits paid (including direct rollovers)2010-12-31$50,633
Total plan assets at end of year2010-12-31$398,982
Total plan assets at beginning of year2010-12-31$404,527
Value of fidelity bond covering the plan2010-12-31$500,000
Total contributions received or receivable from participants2010-12-31$43,378
Expenses. Other expenses not covered elsewhere2010-12-31$0
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$2,021
Noncash contributions received2010-12-31$0
Net income (gross income less expenses)2010-12-31$-5,234
Net plan assets at end of year (total assets less liabilities)2010-12-31$398,982
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$404,527
Assets. Value of participant loans2010-12-31$6,331
Total contributions received or receivable from employer(s)2010-12-31$0
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$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 securities2010-12-31$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 securities2009-12-31$0

Form 5500 Responses for SUNWEST EMPLOYER SERVICES 401(K) RETIREMENT PLAN

2010: SUNWEST EMPLOYER SERVICES 401(K) RETIREMENT PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: SUNWEST EMPLOYER SERVICES 401(K) RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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