Sunrise Medical Group, P.C. 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Sunrise Medical Group, P.C.
  • Sponsor EIN: 850465392
  • Sponsor Address: 552 US HWY 54, SANTA ROSA, NM, 88435
  • Plan Type: 401(k)
  • Total Participants: 2
  • Total Assets: $1.9M

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.
20242$1.9M$676$676
20233$2.3M$14,544$22,055
202212$2.2M$16,295$23,672

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