SUNSET MANAGEMENT, INC. has sponsored the creation of one or more 401k plans.
| Measure | Date | Value |
|---|
| 2025 : SUNSET FINANCE 401(K) PLAN 2025 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2025-05-27 | 35940 |
| Net assets as of the end of the plan year | 2025-05-27 | 398931 |
| Total assets as of the beginning of the plan year | 2025-05-27 | 342985 |
| Value of plan covered by a fidelity bond | 2025-05-27 | 100000 |
| Participant contributions to plan in this plan year | 2025-05-27 | 56150 |
| Value of participant loans at end of plan year | 2025-05-27 | 17171 |
| Other income to plan in this plan year | 2025-05-27 | 35736 |
| Plan net income in this plan year | 2025-05-27 | 55946 |
| Net assets as of the end of the plan year | 2025-05-27 | 398931 |
| Net assets as of the beginning of the plan year | 2025-05-27 | 342985 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-05-27 | 1915 |
| 2024 : SUNSET FINANCE 401(K) PLAN 2024 401k financial data |
|---|
| Total liabilities as of the beginning of the plan year | 2024-07-22 | 0 |
| Total expenses incurred by plan in this plan year | 2024-07-22 | 19795 |
| Net assets as of the end of the plan year | 2024-07-22 | 342985 |
| Total assets as of the beginning of the plan year | 2024-07-22 | 275573 |
| Value of plan covered by a fidelity bond | 2024-07-22 | 100000 |
| Participant contributions to plan in this plan year | 2024-07-22 | 50565 |
| Value of participant loans at end of plan year | 2024-07-22 | 21109 |
| Other income to plan in this plan year | 2024-07-22 | 36642 |
| Plan net income in this plan year | 2024-07-22 | 67412 |
| Net assets as of the end of the plan year | 2024-07-22 | 342985 |
| Net assets as of the beginning of the plan year | 2024-07-22 | 275573 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-07-22 | 1914 |
| 2022 : SUNSET FINANCE 401(K) PLAN 2022 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
| Total income from all sources (including contributions) | 2022-12-31 | $31,184 |
| Total loss/gain on sale of assets | 2022-12-31 | $0 |
| Total of all expenses incurred | 2022-12-31 | $56,411 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $54,766 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $63,376 |
| Value of total assets at end of year | 2022-12-31 | $275,573 |
| Value of total assets at beginning of year | 2022-12-31 | $300,800 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $1,645 |
| Total interest from all sources | 2022-12-31 | $1,699 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $3 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $3 |
| Administrative expenses professional fees incurred | 2022-12-31 | $1,645 |
| Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
| Value of fidelity bond cover | 2022-12-31 | $10,000 |
| If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
| Contributions received from participants | 2022-12-31 | $63,376 |
| Participant contributions at end of year | 2022-12-31 | $19,247 |
| Participant contributions at beginning of year | 2022-12-31 | $0 |
| Assets. Loans (other than to participants) at end of year | 2022-12-31 | $0 |
| Assets. Loans (other than to participants) at beginning of year | 2022-12-31 | $0 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
| Value of net income/loss | 2022-12-31 | $-25,227 |
| Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $275,573 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $300,800 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
| Value of interest in pooled separate accounts at end of year | 2022-12-31 | $255,201 |
| Value of interest in pooled separate accounts at beginning of year | 2022-12-31 | $299,884 |
| Interest on participant loans | 2022-12-31 | $1,699 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-12-31 | $1,125 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-12-31 | $916 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-33,894 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
| Contributions received in cash from employer | 2022-12-31 | $0 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $54,766 |
| Did the plan have assets held for investment | 2022-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Disclaimer |
| Accountancy firm name | 2022-12-31 | KENNETH M. O'CONNELL, CPA |
| Accountancy firm EIN | 2022-12-31 | 562032291 |
| Total unrealized appreciation/depreciation of assets | 2022-01-01 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-01-01 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-01-01 | $0 |
| Total income from all sources (including contributions) | 2022-01-01 | $32,533 |
| Total loss/gain on sale of assets | 2022-01-01 | $0 |
| Total of all expenses incurred | 2022-01-01 | $57,760 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-01-01 | $54,016 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-01-01 | $63,376 |
| Value of total assets at end of year | 2022-01-01 | $275,573 |
| Value of total assets at beginning of year | 2022-01-01 | $300,800 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-01-01 | $3,744 |
| Total interest from all sources | 2022-01-01 | $1,699 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-01-01 | $3 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-01-01 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2022-01-01 | $3 |
| Administrative expenses professional fees incurred | 2022-01-01 | $3,744 |
| Was this plan covered by a fidelity bond | 2022-01-01 | Yes |
| Value of fidelity bond cover | 2022-01-01 | $30,000 |
| If this is an individual account plan, was there a blackout period | 2022-01-01 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-01-01 | No |
| Contributions received from participants | 2022-01-01 | $63,376 |
| Participant contributions at end of year | 2022-01-01 | $19,247 |
| Participant contributions at beginning of year | 2022-01-01 | $0 |
| Assets. Loans (other than to participants) at end of year | 2022-01-01 | $0 |
| Assets. Loans (other than to participants) at beginning of year | 2022-01-01 | $0 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-01-01 | No |
| Value of net income/loss | 2022-01-01 | $-25,227 |
| Value of net assets at end of year (total assets less liabilities) | 2022-01-01 | $275,573 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-01-01 | $300,800 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-01-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-01-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-01-01 | No |
| Value of interest in pooled separate accounts at end of year | 2022-01-01 | $255,201 |
| Value of interest in pooled separate accounts at beginning of year | 2022-01-01 | $299,884 |
| Interest on participant loans | 2022-01-01 | $1,699 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-01-01 | $1,125 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-01-01 | $916 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-01-01 | $-32,545 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-01-01 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-01-01 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-01-01 | No |
| Contributions received in cash from employer | 2022-01-01 | $0 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-01-01 | $54,016 |
| Did the plan have assets held for investment | 2022-01-01 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-01-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-01-01 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-01-01 | 3 |
| Accountancy firm name | 2022-01-01 | KENNETH M. O'CONNELL, CPA |
| Accountancy firm EIN | 2022-01-01 | 562032291 |
| 2021 : SUNSET FINANCE 401(K) PLAN 2021 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
| Total income from all sources (including contributions) | 2021-12-31 | $116,781 |
| Total loss/gain on sale of assets | 2021-12-31 | $0 |
| Total of all expenses incurred | 2021-12-31 | $58,620 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $55,824 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $70,217 |
| Value of total assets at end of year | 2021-12-31 | $300,800 |
| Value of total assets at beginning of year | 2021-12-31 | $242,639 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $2,796 |
| Total interest from all sources | 2021-12-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
| Administrative expenses professional fees incurred | 2021-12-31 | $2,796 |
| Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
| Value of fidelity bond cover | 2021-12-31 | $10,000 |
| If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
| Contributions received from participants | 2021-12-31 | $70,217 |
| Assets. Loans (other than to participants) at end of year | 2021-12-31 | $0 |
| Assets. Loans (other than to participants) at beginning of year | 2021-12-31 | $15,870 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
| Value of net income/loss | 2021-12-31 | $58,161 |
| Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $300,800 |
| Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $242,639 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
| Value of interest in pooled separate accounts at end of year | 2021-12-31 | $299,884 |
| Value of interest in pooled separate accounts at beginning of year | 2021-12-31 | $225,994 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2021-12-31 | $916 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2021-12-31 | $775 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $46,564 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $55,824 |
| Did the plan have assets held for investment | 2021-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Disclaimer |
| Accountancy firm name | 2021-12-31 | KENNETH M. O'CONNELL, CPA |
| Accountancy firm EIN | 2021-12-31 | 562032291 |
| 2020 : SUNSET FINANCE 401(K) PLAN 2020 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
| Total income from all sources (including contributions) | 2020-12-31 | $66,934 |
| Total loss/gain on sale of assets | 2020-12-31 | $0 |
| Total of all expenses incurred | 2020-12-31 | $9,151 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $6,127 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $55,994 |
| Value of total assets at end of year | 2020-12-31 | $242,639 |
| Value of total assets at beginning of year | 2020-12-31 | $184,856 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $3,024 |
| Total interest from all sources | 2020-12-31 | $126 |
| Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $50 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $50 |
| Administrative expenses professional fees incurred | 2020-12-31 | $3,024 |
| Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
| Value of fidelity bond cover | 2020-12-31 | $10,000 |
| If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
| Contributions received from participants | 2020-12-31 | $55,994 |
| Assets. Loans (other than to participants) at end of year | 2020-12-31 | $15,870 |
| Assets. Loans (other than to participants) at beginning of year | 2020-12-31 | $10,215 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
| Value of net income/loss | 2020-12-31 | $57,783 |
| Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $242,639 |
| Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $184,856 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
| Value of interest in pooled separate accounts at end of year | 2020-12-31 | $225,994 |
| Value of interest in pooled separate accounts at beginning of year | 2020-12-31 | $172,868 |
| Income. Interest from loans (other than to participants) | 2020-12-31 | $126 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2020-12-31 | $775 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2020-12-31 | $1,773 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $10,764 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $6,127 |
| Did the plan have assets held for investment | 2020-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
| Accountancy firm name | 2020-12-31 | KENNETH M. O'CONNELL, CPA |
| Accountancy firm EIN | 2020-12-31 | 562032291 |
| 2019 : SUNSET FINANCE 401(K) PLAN 2019 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
| Total income from all sources (including contributions) | 2019-12-31 | $72,624 |
| Total loss/gain on sale of assets | 2019-12-31 | $0 |
| Total of all expenses incurred | 2019-12-31 | $18,832 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $15,795 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $42,285 |
| Value of total assets at end of year | 2019-12-31 | $184,856 |
| Value of total assets at beginning of year | 2019-12-31 | $131,064 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $3,037 |
| Total interest from all sources | 2019-12-31 | $55 |
| Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | Yes |
| Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan | 2019-12-31 | $0 |
| Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
| Value of fidelity bond cover | 2019-12-31 | $10,000 |
| If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
| Contributions received from participants | 2019-12-31 | $42,285 |
| Assets. Loans (other than to participants) at end of year | 2019-12-31 | $10,215 |
| Assets. Loans (other than to participants) at beginning of year | 2019-12-31 | $11,181 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
| Value of net income/loss | 2019-12-31 | $53,792 |
| Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $184,856 |
| Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $131,064 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
| Investment advisory and management fees | 2019-12-31 | $3,037 |
| Value of interest in pooled separate accounts at end of year | 2019-12-31 | $172,868 |
| Value of interest in pooled separate accounts at beginning of year | 2019-12-31 | $118,844 |
| Interest on participant loans | 2019-12-31 | $55 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2019-12-31 | $1,773 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2019-12-31 | $1,039 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $30,284 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $15,795 |
| Did the plan have assets held for investment | 2019-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
| Accountancy firm name | 2019-12-31 | KENNETH M. O'CONNELL, CPA |
| Accountancy firm EIN | 2019-12-31 | 562032291 |
