Sunrise Bank 401(k) Plan

Form 5500 filing data for plan year 2025.

Plan Snapshot

  • Plan Sponsor: Sunrise Bank
  • Sponsor EIN: 203037210
  • Sponsor Address: 5604 N. ATLANITC AVE, COCOA BEACH, FL, 32931
  • Plan Type: 401(k)
  • Plan Number: 001
  • Total Participants: 82
  • Total Assets: $6.9M

Key Plan Design Features

  • Auto-Enrollment: Yes
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: Yes
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202582$6.9M$0$0
202457$6.0M$184,737$293,076
202356$4.9M$171,122$333,298
202255$4.5M$151,907$269,499

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