401(k)
2023 plan-year 401(k) DOL Form 5500

Silver Lining Investment Management Retirement Plan

ERISA Form 5500 plan record drawn from DOL EBSA β€” verify with linked source filings below.

Sponsored by Silver Lining Investment Management Inc Β· Arizona Β· Transportation & Warehousing

What the 2023 filing shows

Silver Lining Investment Management Retirement Plan holds N/A for 3 participants.

N/A
total plan assets (2023 EOY)
3
covered participants
Total Assets (2023)
N/A
Participants
3
State
Industry
Transportation & Warehousing

What the Filing Says About Silver Lining Investment Management Retirement Plan

Silver Lining Investment Management Retirement Plan is a 401(k) retirement plan sponsored by Silver Lining Investment Management Inc, headquartered in Arizona. As of the 2023 Form 5500 filing, the plan reports N/A in total end-of-year assets and covers 3 participants across the Transportation & Warehousing industry. The sponsor's EIN on file with the U.S. Department of Labor is 834078372, and the plan has been effective since 2019-03-21. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from N/A at the beginning of 2023 to N/A at year-end. Net assets (after liabilities) closed the year at N/A. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows β€” a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)N/A
Total Assets (End of Year)N/A
Net Assets (End of Year)N/A
Plan Type401(k)
Employer EIN834078372
Plan Effective Date2019-03-21
Filing StatusFILING RECEIVED

Sponsor Plan History (Silver Lining Investment Management Inc)

Year Plans Participants Total Assets
2022 1 3 N/A
2023 1 3 N/A
2024 1 3 N/A

Nearby 401(k) Plans in Arizona

Peer 401(k) plans β€” same state, same plan type β€” ranked by total assets.

Frequently Asked Questions

How much money is in the Silver Lining Investment Management Retirement Plan?
As of the 2023 Form 5500 filing, Silver Lining Investment Management Retirement Plan holds N/A in total assets with 3 participants. It is sponsored by Silver Lining Investment Management Inc.
What type of plan is Silver Lining Investment Management Retirement Plan?
Silver Lining Investment Management Retirement Plan is a 401(k) plan. It has been effective since 2019-03-21. The plan is filed with the U.S. Department of Labor under EIN 834078372.
Who sponsors the Silver Lining Investment Management Retirement Plan?
Silver Lining Investment Management Retirement Plan is sponsored by Silver Lining Investment Management Inc, located in Arizona. The sponsor's EIN is 834078372 and the plan operates in the Transportation & Warehousing industry.
How did Silver Lining Investment Management Retirement Plan perform in 2023?
Silver Lining Investment Management Retirement Plan held N/A in total assets at the end of 2023.
Where can I find official filings for Silver Lining Investment Management Retirement Plan?
Official Form 5500 filings for Silver Lining Investment Management Retirement Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 834078372 or plan name at efast.dol.gov.
How does Silver Lining Investment Management Retirement Plan compare to other plans?
You can compare Silver Lining Investment Management Retirement Plan against other 401(k) plans on the plan type page, or view plans in Arizona on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) β€” original filing retrieval by EIN 834078372.

Reference: IRS Publication 560 β€” Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B β€” Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.