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SUN VALLEY 401(K) PLAN 401k Plan overview

Plan NameSUN VALLEY 401(K) PLAN
Plan identification number 001

SUN VALLEY 401(K) 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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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

SUN VALLEY SKYLIGHTS, INC. has sponsored the creation of one or more 401k plans.

Company Name:SUN VALLEY SKYLIGHTS, INC.
Employer identification number (EIN):954701126
NAIC Classification:238100

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SUN VALLEY 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01NATHANIEL REAL2024-07-01
0012022-01-01NATHANIEL REAL2023-05-05
0012021-01-01ABBI WITTY2022-06-01
0012020-01-01ABBI WITTY2021-05-07
0012019-01-01SHANNON MILLS2020-04-22
0012018-01-01SHANNON MILLS2019-04-02
0012017-01-01SHANNON MILLS2018-04-26
0012016-01-01SHANNON MILLS2017-08-16
0012015-01-01SHANNON MILLS2016-05-24
0012014-01-01SHANNON MILLS2015-10-14

Plan Statistics for SUN VALLEY 401(K) PLAN

401k plan membership statisitcs for SUN VALLEY 401(K) PLAN

Measure Date Value
2025: SUN VALLEY 401(K) PLAN 2025 401k membership
Total number of particpants at beginning of year2025-06-1013
Total number of particpants at end of year2025-06-1013
Number of Participants With Account Balances2025-06-103
2024: SUN VALLEY 401(K) PLAN 2024 401k membership
Total number of particpants at beginning of year2024-07-0112
Total number of particpants at end of year2024-07-0110
Number of Participants With Account Balances2024-07-011
2022: SUN VALLEY 401(K) PLAN 2022 401k membership
Total number of particpants at beginning of year2022-06-0113
Total number of particpants at end of year2022-06-0112
Number of Participants With Account Balances2022-06-012

Financial Data on SUN VALLEY 401(K) PLAN

Measure Date Value
2025 : SUN VALLEY 401(K) PLAN 2025 401k financial data
Total liabilities as of the end of the plan year2025-06-100
Total liabilities as of the beginning of the plan year2025-06-100
Total expenses incurred by plan in this plan year2025-06-1066
Net assets as of the end of the plan year2025-06-1013225
Total assets as of the beginning of the plan year2025-06-104083
Value of plan covered by a fidelity bond2025-06-1050000
Participant contributions to plan in this plan year2025-06-104950
Other expenses paid from plan in this plan year2025-06-100
Other contributions to plan in this plan year2025-06-100
Other income to plan in this plan year2025-06-10443
Plan net income in this plan year2025-06-109142
Net assets as of the end of the plan year2025-06-1013225
Net assets as of the beginning of the plan year2025-06-104083
Employer contributions to plan in this plan year2025-06-103815
Expensese paid to adminstrative service provicers from plan in this plan year2025-06-1066
2024 : SUN VALLEY 401(K) PLAN 2024 401k financial data
Total liabilities as of the end of the plan year2024-07-010
Total liabilities as of the beginning of the plan year2024-07-010
Total expenses incurred by plan in this plan year2024-07-01469564
Net assets as of the end of the plan year2024-07-014083
Total assets as of the beginning of the plan year2024-07-01469833
Value of plan covered by a fidelity bond2024-07-0150000
Participant contributions to plan in this plan year2024-07-011500
Other expenses paid from plan in this plan year2024-07-010
Other contributions to plan in this plan year2024-07-010
Other income to plan in this plan year2024-07-01888
Plan net income in this plan year2024-07-01-465750
Net assets as of the end of the plan year2024-07-014083
Net assets as of the beginning of the plan year2024-07-01469833
Employer contributions to plan in this plan year2024-07-011426
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-01446
2022 : SUN VALLEY 401(K) PLAN 2022 401k financial data
Total liabilities as of the end of the plan year2022-06-010
Total liabilities as of the beginning of the plan year2022-06-010
Total expenses incurred by plan in this plan year2022-06-0135116
Net assets as of the end of the plan year2022-06-01447904
Total assets as of the beginning of the plan year2022-06-01422791
Value of plan covered by a fidelity bond2022-06-0145000
Participant contributions to plan in this plan year2022-06-0152000
Value of participant loans at end of plan year2022-06-0121314
Other expenses paid from plan in this plan year2022-06-010
Other contributions to plan in this plan year2022-06-011929
Other income to plan in this plan year2022-06-01-700
Plan net income in this plan year2022-06-0125113
Net assets as of the end of the plan year2022-06-01447904
Net assets as of the beginning of the plan year2022-06-01422791
Employer contributions to plan in this plan year2022-06-017000
Expensese paid to adminstrative service provicers from plan in this plan year2022-06-011136

Potentially related plans

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