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| Plan Name | SUN WEST MORTGAGE CO. 1081.01(D) PLAN |
| Plan identification number | 002 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
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| Company Name: | SUN WEST MORTGAGE COMPANY, INC. |
| Employer identification number (EIN): | 953523796 |
| NAIC Classification: | 522292 |
| NAIC Description: | Real Estate Credit |
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 002 | 2022-01-01 | ||||
| 002 | 2021-01-01 | POONKUZHALI VALLINAYAGAM | 2023-02-16 | ||
| 002 | 2020-01-01 | POONKUZHALI VALLINAYAGAM | 2021-07-30 | ||
| 002 | 2019-01-01 | POONKUZHALI VALLINAYAGAM | 2020-10-15 | ||
| 002 | 2018-01-01 | POONKUZHALI VALLINAYAGAM | 2019-07-31 | ||
| 002 | 2017-01-01 | POONKUZHALI VALLINAYAGAM | 2018-10-15 | ||
| 002 | 2016-01-01 | JENNIFER VALLINAYAGAM | 2018-01-31 | ||
| 002 | 2015-01-01 | POONKUZHALI VALLINAYAGAM | 2016-10-14 | ||
| 002 | 2014-01-01 | POONKUZHALI VALLINAYAGAM | 2015-10-15 | ||
| 002 | 2013-01-01 | POONKUZHALI VALLINAYAGAM | 2014-10-15 | ||
| 002 | 2012-10-01 | LUKE AOE | 2013-08-08 |
| Measure | Date | Value |
|---|---|---|
| 2022: SUN WEST MORTGAGE CO. 1081.01(D) PLAN 2022 401k membership | ||
| Total participants, beginning-of-year | 2022-01-01 | 42 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 75 |
| Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 8 |
| Total of all active and inactive participants | 2022-01-01 | 83 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
| Total participants | 2022-01-01 | 83 |
| Number of participants with account balances | 2022-01-01 | 40 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
| Measure | Date | Value |
|---|---|---|
| 2022 : SUN WEST MORTGAGE CO. 1081.01(D) PLAN 2022 401k financial data | ||
| Total income from all sources | 2022-12-31 | $-543 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $16,860 |
| Benefits paid (including direct rollovers) | 2022-12-31 | $16,860 |
| Total plan assets at end of year | 2022-12-31 | $935,274 |
| Total plan assets at beginning of year | 2022-12-31 | $952,677 |
| Value of fidelity bond covering the plan | 2022-12-31 | $650,000 |
| Total contributions received or receivable from participants | 2022-12-31 | $178,864 |
| Other income received | 2022-12-31 | $-208,901 |
| Net income (gross income less expenses) | 2022-12-31 | $-17,403 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $935,274 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $952,677 |
| Assets. Value of employer securities | 2022-12-31 | $11,129 |
| Total contributions received or receivable from employer(s) | 2022-12-31 | $29,494 |
| 2022: SUN WEST MORTGAGE CO. 1081.01(D) PLAN 2022 form 5500 responses | ||
|---|---|---|
| 2022-01-01 | Type of plan entity | Single employer plan |
| 2022-01-01 | Submission has been amended | No |
| 2022-01-01 | This submission is the final filing | No |
| 2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2022-01-01 | Plan is a collectively bargained plan | No |
| 2022-01-01 | Plan funding arrangement – Insurance | Yes |
| 2022-01-01 | Plan funding arrangement – Trust | Yes |
| 2022-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2022-01-01 | Plan benefit arrangement - Trust | Yes |
| GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 ) | |||||||||||||||||||||||||||||||||||||||||||
| Policy contract number | 317845-P1 | ||||||||||||||||||||||||||||||||||||||||||
| Policy instance | 1 | ||||||||||||||||||||||||||||||||||||||||||
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