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SUNSET ADVENTURES WEALTH ADVISORS 401(K) PLAN 401k Plan overview

Plan NameSUNSET ADVENTURES WEALTH ADVISORS 401(K) PLAN
Plan identification number 001

SUNSET ADVENTURES WEALTH ADVISORS 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Plan covering Self-Employed individuals.
  • 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.
  • Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.

401k Sponsoring company profile

SUNSET ADVENTURES WEALTH ADVISORS has sponsored the creation of one or more 401k plans.

Company Name:SUNSET ADVENTURES WEALTH ADVISORS
Employer identification number (EIN):331192897
NAIC Classification:523900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SUNSET ADVENTURES WEALTH ADVISORS 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01CHRISTOPHER C. CROTTY2023-06-01 CHRISTOPHER C. CROTTY2023-06-01
0012021-01-01CHRISTOPHER C. CROTTY2022-04-15 CHRISTOPHER C. CROTTY2022-04-15
0012020-01-01CHRISTOPHER C. CROTTY2021-07-27 CHRISTOPHER C. CROTTY2021-07-27
0012019-01-01CHRISTOPHER CROTTY2020-10-12 CHRISTOPHER CROTTY2020-10-12
0012018-01-01CHRISTOPHER CROTTY2019-10-02 CHRISTOPHER CROTTY2019-10-02
0012017-01-01
0012016-01-01
0012015-01-01

Plan Statistics for SUNSET ADVENTURES WEALTH ADVISORS 401(K) PLAN

401k plan membership statisitcs for SUNSET ADVENTURES WEALTH ADVISORS 401(K) PLAN

Measure Date Value
2022: SUNSET ADVENTURES WEALTH ADVISORS 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-014
Total number of active participants reported on line 7a of the Form 55002022-01-012
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-011
Total of all active and inactive participants2022-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-013
Number of participants with account balances2022-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: SUNSET ADVENTURES WEALTH ADVISORS 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-014
Total number of active participants reported on line 7a of the Form 55002021-01-013
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-011
Total of all active and inactive participants2021-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-014
Number of participants with account balances2021-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-011
2020: SUNSET ADVENTURES WEALTH ADVISORS 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-013
Total number of active participants reported on line 7a of the Form 55002020-01-013
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-013
Number of participants with account balances2020-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: SUNSET ADVENTURES WEALTH ADVISORS 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-013
Total number of active participants reported on line 7a of the Form 55002019-01-013
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-013
Number of participants with account balances2019-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: SUNSET ADVENTURES WEALTH ADVISORS 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-013
Total number of active participants reported on line 7a of the Form 55002018-01-013
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-013
Number of participants with account balances2018-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: SUNSET ADVENTURES WEALTH ADVISORS 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-013
Total number of active participants reported on line 7a of the Form 55002017-01-013
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-013
Number of participants with account balances2017-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: SUNSET ADVENTURES WEALTH ADVISORS 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-013
Total number of active participants reported on line 7a of the Form 55002016-01-013
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-013
Number of participants with account balances2016-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: SUNSET ADVENTURES WEALTH ADVISORS 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-012
Total number of active participants reported on line 7a of the Form 55002015-01-012
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-012
Number of participants with account balances2015-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010

Financial Data on SUNSET ADVENTURES WEALTH ADVISORS 401(K) PLAN

Measure Date Value
2022 : SUNSET ADVENTURES WEALTH ADVISORS 401(K) PLAN 2022 401k financial data
Total plan liabilities at end of year2022-12-31$0
Total plan liabilities at beginning of year2022-12-31$0
Total income from all sources2022-12-31$-70,720
Expenses. Total of all expenses incurred2022-12-31$5,399
Benefits paid (including direct rollovers)2022-12-31$5,399
Total plan assets at end of year2022-12-31$599,961
Total plan assets at beginning of year2022-12-31$676,080
Value of fidelity bond covering the plan2022-12-31$100,000
Total contributions received or receivable from participants2022-12-31$33,426
Expenses. Other expenses not covered elsewhere2022-12-31$0
Contributions received from other sources (not participants or employers)2022-12-31$0
Other income received2022-12-31$-152,833
Noncash contributions received2022-12-31$0
Net income (gross income less expenses)2022-12-31$-76,119
Net plan assets at end of year (total assets less liabilities)2022-12-31$599,961
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$676,080
Total contributions received or receivable from employer(s)2022-12-31$48,687
Value of certain deemed distributions of participant loans2022-12-31$0
Value of corrective distributions2022-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$0
2021 : SUNSET ADVENTURES WEALTH ADVISORS 401(K) PLAN 2021 401k financial data
Total plan liabilities at end of year2021-12-31$0
Total plan liabilities at beginning of year2021-12-31$0
Total income from all sources2021-12-31$74,430
Expenses. Total of all expenses incurred2021-12-31$2,005
Benefits paid (including direct rollovers)2021-12-31$0
Total plan assets at end of year2021-12-31$676,080
Total plan assets at beginning of year2021-12-31$603,655
Value of fidelity bond covering the plan2021-12-31$100,000
Total contributions received or receivable from participants2021-12-31$39,791
Expenses. Other expenses not covered elsewhere2021-12-31$0
Contributions received from other sources (not participants or employers)2021-12-31$0
Other income received2021-12-31$-16,615
Noncash contributions received2021-12-31$0
Net income (gross income less expenses)2021-12-31$72,425
Net plan assets at end of year (total assets less liabilities)2021-12-31$676,080
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$603,655
Total contributions received or receivable from employer(s)2021-12-31$51,254
Value of certain deemed distributions of participant loans2021-12-31$0
Value of corrective distributions2021-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$2,005
2020 : SUNSET ADVENTURES WEALTH ADVISORS 401(K) PLAN 2020 401k financial data
Total plan liabilities at end of year2020-12-31$0
Total plan liabilities at beginning of year2020-12-31$0
Total income from all sources2020-12-31$218,026
Expenses. Total of all expenses incurred2020-12-31$16,705
Benefits paid (including direct rollovers)2020-12-31$15,666
Total plan assets at end of year2020-12-31$603,655
Total plan assets at beginning of year2020-12-31$402,334
Value of fidelity bond covering the plan2020-12-31$100,000
Total contributions received or receivable from participants2020-12-31$33,820
Expenses. Other expenses not covered elsewhere2020-12-31$0
Contributions received from other sources (not participants or employers)2020-12-31$0
Other income received2020-12-31$136,584
Noncash contributions received2020-12-31$0
Net income (gross income less expenses)2020-12-31$201,321
Net plan assets at end of year (total assets less liabilities)2020-12-31$603,655
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$402,334
Total contributions received or receivable from employer(s)2020-12-31$47,622
Value of certain deemed distributions of participant loans2020-12-31$0
Value of corrective distributions2020-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$1,039
2019 : SUNSET ADVENTURES WEALTH ADVISORS 401(K) PLAN 2019 401k financial data
Total plan liabilities at end of year2019-12-31$0
Total plan liabilities at beginning of year2019-12-31$0
Total income from all sources2019-12-31$165,724
Expenses. Total of all expenses incurred2019-12-31$26
Benefits paid (including direct rollovers)2019-12-31$0
Total plan assets at end of year2019-12-31$402,334
Total plan assets at beginning of year2019-12-31$236,636
Value of fidelity bond covering the plan2019-12-31$100,000
Total contributions received or receivable from participants2019-12-31$31,383
Expenses. Other expenses not covered elsewhere2019-12-31$0
Contributions received from other sources (not participants or employers)2019-12-31$0
Other income received2019-12-31$88,827
Noncash contributions received2019-12-31$0
Net income (gross income less expenses)2019-12-31$165,698
Net plan assets at end of year (total assets less liabilities)2019-12-31$402,334
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$236,636
Total contributions received or receivable from employer(s)2019-12-31$45,514
Value of certain deemed distributions of participant loans2019-12-31$0
Value of corrective distributions2019-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$26
2018 : SUNSET ADVENTURES WEALTH ADVISORS 401(K) PLAN 2018 401k financial data
Total plan liabilities at end of year2018-12-31$0
Total plan liabilities at beginning of year2018-12-31$0
Total income from all sources2018-12-31$33,882
Expenses. Total of all expenses incurred2018-12-31$3,325
Benefits paid (including direct rollovers)2018-12-31$3,325
Total plan assets at end of year2018-12-31$236,636
Total plan assets at beginning of year2018-12-31$206,079
Value of fidelity bond covering the plan2018-12-31$30,000
Total contributions received or receivable from participants2018-12-31$27,669
Expenses. Other expenses not covered elsewhere2018-12-31$0
Contributions received from other sources (not participants or employers)2018-12-31$0
Other income received2018-12-31$-37,697
Noncash contributions received2018-12-31$0
Net income (gross income less expenses)2018-12-31$30,557
Net plan assets at end of year (total assets less liabilities)2018-12-31$236,636
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$206,079
Total contributions received or receivable from employer(s)2018-12-31$43,910
Value of certain deemed distributions of participant loans2018-12-31$0
Value of corrective distributions2018-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$0
2017 : SUNSET ADVENTURES WEALTH ADVISORS 401(K) PLAN 2017 401k financial data
Total plan liabilities at end of year2017-12-31$0
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$99,193
Expenses. Total of all expenses incurred2017-12-31$10,000
Benefits paid (including direct rollovers)2017-12-31$10,000
Total plan assets at end of year2017-12-31$206,079
Total plan assets at beginning of year2017-12-31$116,886
Value of fidelity bond covering the plan2017-12-31$20,000
Total contributions received or receivable from participants2017-12-31$25,977
Expenses. Other expenses not covered elsewhere2017-12-31$0
Contributions received from other sources (not participants or employers)2017-12-31$0
Other income received2017-12-31$30,137
Noncash contributions received2017-12-31$0
Net income (gross income less expenses)2017-12-31$89,193
Net plan assets at end of year (total assets less liabilities)2017-12-31$206,079
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$116,886
Total contributions received or receivable from employer(s)2017-12-31$43,079
Value of certain deemed distributions of participant loans2017-12-31$0
Value of corrective distributions2017-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$0
2016 : SUNSET ADVENTURES WEALTH ADVISORS 401(K) PLAN 2016 401k financial data
Total plan liabilities at end of year2016-12-31$0
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$70,446
Expenses. Total of all expenses incurred2016-12-31$0
Benefits paid (including direct rollovers)2016-12-31$0
Total plan assets at end of year2016-12-31$116,886
Total plan assets at beginning of year2016-12-31$46,440
Value of fidelity bond covering the plan2016-12-31$20,000
Total contributions received or receivable from participants2016-12-31$25,459
Expenses. Other expenses not covered elsewhere2016-12-31$0
Contributions received from other sources (not participants or employers)2016-12-31$0
Other income received2016-12-31$5,067
Noncash contributions received2016-12-31$0
Net income (gross income less expenses)2016-12-31$70,446
Net plan assets at end of year (total assets less liabilities)2016-12-31$116,886
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$46,440
Total contributions received or receivable from employer(s)2016-12-31$39,920
Value of certain deemed distributions of participant loans2016-12-31$0
Value of corrective distributions2016-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$0
2015 : SUNSET ADVENTURES WEALTH ADVISORS 401(K) PLAN 2015 401k financial data
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$46,440
Expenses. Total of all expenses incurred2015-12-31$0
Benefits paid (including direct rollovers)2015-12-31$0
Total plan assets at end of year2015-12-31$46,440
Total plan assets at beginning of year2015-12-31$0
Value of fidelity bond covering the plan2015-12-31$20,000
Total contributions received or receivable from participants2015-12-31$18,000
Expenses. Other expenses not covered elsewhere2015-12-31$0
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$-10,368
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$46,440
Net plan assets at end of year (total assets less liabilities)2015-12-31$46,440
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$0
Total contributions received or receivable from employer(s)2015-12-31$38,808
Value of certain deemed distributions of participant loans2015-12-31$0
Value of corrective distributions2015-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$0

Form 5500 Responses for SUNSET ADVENTURES WEALTH ADVISORS 401(K) PLAN

2022: SUNSET ADVENTURES WEALTH ADVISORS 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: SUNSET ADVENTURES WEALTH ADVISORS 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: SUNSET ADVENTURES WEALTH ADVISORS 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: SUNSET ADVENTURES WEALTH ADVISORS 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: SUNSET ADVENTURES WEALTH ADVISORS 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: SUNSET ADVENTURES WEALTH ADVISORS 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: SUNSET ADVENTURES WEALTH ADVISORS 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: SUNSET ADVENTURES WEALTH ADVISORS 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01First time form 5500 has been submittedYes
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes

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