Bear Lake Sunrise, INC. 401(k) Plan

Form 5500 filing data for plan year 2023.

Plan Snapshot

  • Plan Sponsor: Bear Lake Sunrise, INC.
  • Sponsor EIN: 452499535
  • Sponsor Address: 862 MILESTONE DRIVE, SMITHFIELD, UT, 84335
  • Plan Type: 401(k)
  • Total Participants: 0
  • Total Assets: $0

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

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20240$0$0$0
20232$830,231$1,370$1,370
20222$683,040$1,741$1,741
202014$561,058$3,019$3,019
201911$352,518$2,726$2,726

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