Sunset Oaks, INC. 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Sunset Oaks, INC.
  • Sponsor EIN: 844696173
  • Sponsor Address: 13622 COUNTY ROAD 4200, LINDALE, TX, 75771
  • Plan Type: 401(k)
  • Total Participants: 3
  • Total Assets: $210,397

Key Plan Design Features

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

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20243$210,397$23,021$21,200
20233$126,817$0$18,000
20222$75,462$0$29,350

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