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SUNLIGHT FOUNDATION ERISA 403(B) PLAN ERISA 403(B) PLAN 401k Plan overview

Plan NameSUNLIGHT FOUNDATION ERISA 403(B) PLAN ERISA 403(B) PLAN
Plan identification number 001

SUNLIGHT FOUNDATION ERISA 403(B) PLAN ERISA 403(B) 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.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • 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

SUNLIGHT FOUNDATION has sponsored the creation of one or more 401k plans.

Company Name:SUNLIGHT FOUNDATION
Employer identification number (EIN):203903427
NAIC Classification:611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SUNLIGHT FOUNDATION ERISA 403(B) PLAN ERISA 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01JOHN WONDERLICH2024-07-29
0012022-01-01WILLIAM SCOTT WELLS2023-07-14 WILLIAM SCOTT WELLS2023-07-14
0012021-01-01WILLIAM SCOTT WELLS2022-09-26 WILLIAM SCOTT WELLS2022-09-26
0012021-01-01WILLIAM SCOTT WELLS2022-09-26 WILLIAM SCOTT WELLS2022-09-26
0012020-01-01WILLIAM SCOTT WELLS2021-10-15 WILLIAM SCOTT WELLS2021-10-15
0012019-01-01WILLIAM SCOTT WELLS2020-10-15 WILLIAM SCOTT WELLS2020-10-15
0012018-01-01COURTNEY LEE2019-05-13 COURTNEY LEE2019-05-13
0012017-01-01COURTNEY LEE2018-07-13 COURTNEY LEE2018-07-13
0012016-01-01COURTNEY LEE2017-04-25 COURTNEY LEE2017-04-25
0012015-01-01WILLIAM SCOTT WELLS2016-07-07 WILLIAM SCOTT WELLS2016-07-07
0012014-01-01WILLIAM SCOTT WELLS2015-10-15 ELLEN S MILLER2015-10-15
0012013-01-01WILLIAM SCOTT WELLS2014-09-12 ELLEN S MILLER2014-09-12
0012012-01-01ELLEN S. MILLER2013-10-08

Plan Statistics for SUNLIGHT FOUNDATION ERISA 403(B) PLAN ERISA 403(B) PLAN

401k plan membership statisitcs for SUNLIGHT FOUNDATION ERISA 403(B) PLAN ERISA 403(B) PLAN

Measure Date Value
2025: SUNLIGHT FOUNDATION ERISA 403(B) PLAN ERISA 403(B) PLAN 2025 401k membership
Total number of particpants at beginning of year2025-01-2338
Total number of particpants at end of year2025-01-230
Number of Participants With Account Balances2025-01-230
2024: SUNLIGHT FOUNDATION ERISA 403(B) PLAN ERISA 403(B) PLAN 2024 401k membership
Total number of particpants at beginning of year2024-07-2941
Total number of particpants at end of year2024-07-2938
Number of Participants With Account Balances2024-07-2938
2022: SUNLIGHT FOUNDATION ERISA 403(B) PLAN ERISA 403(B) PLAN 2022 401k membership
Total number of particpants at beginning of year2022-09-2645
Total number of particpants at end of year2022-09-2643
Number of Participants With Account Balances2022-09-2643

Financial Data on SUNLIGHT FOUNDATION ERISA 403(B) PLAN ERISA 403(B) PLAN

Measure Date Value
2025 : SUNLIGHT FOUNDATION ERISA 403(B) PLAN ERISA 403(B) PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-01-23944188
Net assets as of the end of the plan year2025-01-230
Total assets as of the beginning of the plan year2025-01-23860404
Other income to plan in this plan year2025-01-2383784
Plan net income in this plan year2025-01-23-860404
Net assets as of the end of the plan year2025-01-230
Net assets as of the beginning of the plan year2025-01-23860404
Expensese paid to adminstrative service provicers from plan in this plan year2025-01-234194
2024 : SUNLIGHT FOUNDATION ERISA 403(B) PLAN ERISA 403(B) PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-07-29235594
Net assets as of the end of the plan year2024-07-29860404
Total assets as of the beginning of the plan year2024-07-29957185
Other income to plan in this plan year2024-07-29138813
Plan net income in this plan year2024-07-29-96781
Net assets as of the end of the plan year2024-07-29860404
Net assets as of the beginning of the plan year2024-07-29957185
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-292431
2022 : SUNLIGHT FOUNDATION ERISA 403(B) PLAN ERISA 403(B) PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-09-2627813
Net assets as of the end of the plan year2022-09-261235355
Total assets as of the beginning of the plan year2022-09-261110359
Participant contributions to plan in this plan year2022-09-260
Value of participant loans at end of plan year2022-09-2626967
Other contributions to plan in this plan year2022-09-260
Other income to plan in this plan year2022-09-26152809
Plan net income in this plan year2022-09-26124996
Net assets as of the end of the plan year2022-09-261235355
Net assets as of the beginning of the plan year2022-09-261110359
Employer contributions to plan in this plan year2022-09-260
Expensese paid to adminstrative service provicers from plan in this plan year2022-09-263179

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