Plan Snapshot
- Plan Sponsor: Sunset Oaks, INC.
- Sponsor EIN: 844696173
- Sponsor Address: 13622 COUNTY ROAD 4200, LINDALE, TX, 75771
- Plan Type: 401(k)
- Plan Number: 001
- 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
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 3 | $210,397 | $23,021 | $21,200 |
| 2023 | 3 | $126,817 | $0 | $18,000 |
| 2022 | 2 | $75,462 | $0 | $29,350 |
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