Plan Snapshot
- Plan Sponsor: Bear Lake Sunrise, INC.
- Sponsor EIN: 452499535
- Sponsor Address: 862 MILESTONE DRIVE, SMITHFIELD, UT, 84335
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 2
- Total Assets: $830,231
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2023 | 2 | $830,231 | $1,370 | $1,370 |
| 2022 | 2 | $683,040 | $1,741 | $1,741 |
| 2020 | 14 | $561,058 | $3,019 | $3,019 |
| 2019 | 11 | $352,518 | $2,726 | $2,726 |
| 2018 | 14 | $186,575 | $2,973 | $3,285 |