Civic Intelligence

Sunex Inc.

Plan context: SUNEX INC 401(K) PROFIT SHARING PLAN & TRUST

EIN 04-3359108 • Carlsbad, CA • 20 filings • 4 plans

3160 Lionshead Ave Ste BCarlsbad, CA 92010-4705
Current Snapshot

Latest Year

2025

2025 Participants

14

2025 Assets

$3,640,724

2025 Contributions

$263,480

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$3,982,301$1,991,151$0201420202025YearValue
$3,640,724Latest year 2025

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

1680201420202025YearValue
14Latest year 2025

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
2025114$3,640,724$263,480$18,820iApproximate average salary by contribution assumption: employee only about $470,500 at 4% or $313,667 at 6%; with 50% employer match about $313,667 at 4% or $209,111 at 6%; with 100% employer match about $235,250 at 4% or $156,833 at 6%.
SUNEX INC 401(K) PROFIT SHARING PLAN & TRUST-14$3,640,724$263,480$18,820iApproximate average salary by contribution assumption: employee only about $470,500 at 4% or $313,667 at 6%; with 50% employer match about $313,667 at 4% or $209,111 at 6%; with 100% employer match about $235,250 at 4% or $156,833 at 6%.
2024116$3,067,192$290,877$18,180iApproximate average salary by contribution assumption: employee only about $454,495 at 4% or $302,997 at 6%; with 50% employer match about $302,997 at 4% or $201,998 at 6%; with 100% employer match about $227,248 at 4% or $151,498 at 6%.
SUNEX INC 401(K) PROFIT SHARING PLAN & TRUST-16$3,067,192$290,877$18,180iApproximate average salary by contribution assumption: employee only about $454,495 at 4% or $302,997 at 6%; with 50% employer match about $302,997 at 4% or $201,998 at 6%; with 100% employer match about $227,248 at 4% or $151,498 at 6%.
2023116$2,491,345$289,214$18,076iApproximate average salary by contribution assumption: employee only about $451,897 at 4% or $301,265 at 6%; with 50% employer match about $301,265 at 4% or $200,843 at 6%; with 100% employer match about $225,948 at 4% or $150,632 at 6%.
SUNEX, INC. 401(K) PLAN-16$2,491,345$289,214$18,076iApproximate average salary by contribution assumption: employee only about $451,897 at 4% or $301,265 at 6%; with 50% employer match about $301,265 at 4% or $200,843 at 6%; with 100% employer match about $225,948 at 4% or $150,632 at 6%.
2022214$1,873,669$231,103$16,507iApproximate average salary by contribution assumption: employee only about $412,684 at 4% or $275,123 at 6%; with 50% employer match about $275,123 at 4% or $183,415 at 6%; with 100% employer match about $206,342 at 4% or $137,561 at 6%.
SUNEX, INC. 401(K) PLAN-14$1,873,669$231,103$16,507iApproximate average salary by contribution assumption: employee only about $412,684 at 4% or $275,123 at 6%; with 50% employer match about $275,123 at 4% or $183,415 at 6%; with 100% employer match about $206,342 at 4% or $137,561 at 6%.
Sunex Inc. Cash Balance Plan-0$0--
2021214$3,982,301$517,026$36,930iApproximate average salary by contribution assumption: employee only about $923,261 at 4% or $615,507 at 6%; with 50% employer match about $615,507 at 4% or $410,338 at 6%; with 100% employer match about $461,630 at 4% or $307,754 at 6%.
SUNEX, INC. 401(K) PLAN-14$1,995,386$210,513$15,037iApproximate average salary by contribution assumption: employee only about $375,916 at 4% or $250,611 at 6%; with 50% employer match about $250,611 at 4% or $167,074 at 6%; with 100% employer match about $187,958 at 4% or $125,305 at 6%.
Sunex Inc. Cash Balance Plan-14$1,986,915$306,513$21,894iApproximate average salary by contribution assumption: employee only about $547,345 at 4% or $364,896 at 6%; with 50% employer match about $364,896 at 4% or $243,264 at 6%; with 100% employer match about $273,672 at 4% or $182,448 at 6%.
2020214$3,131,379$193,800$13,843iApproximate average salary by contribution assumption: employee only about $346,071 at 4% or $230,714 at 6%; with 50% employer match about $230,714 at 4% or $153,810 at 6%; with 100% employer match about $173,036 at 4% or $115,357 at 6%.
Sunex Inc. Cash Balance Plan-12$1,588,088$0-
SUNEX, INC. 401(K) PLAN-14$1,543,291$193,800$13,843iApproximate average salary by contribution assumption: employee only about $346,071 at 4% or $230,714 at 6%; with 50% employer match about $230,714 at 4% or $153,810 at 6%; with 100% employer match about $173,036 at 4% or $115,357 at 6%.
2019210$2,699,332$386,527$38,653iApproximate average salary by contribution assumption: employee only about $966,317 at 4% or $644,212 at 6%; with 50% employer match about $644,212 at 4% or $429,474 at 6%; with 100% employer match about $483,159 at 4% or $322,106 at 6%.
Sunex Inc. Cash Balance Plan-10$1,496,983$227,100$22,710iApproximate average salary by contribution assumption: employee only about $567,750 at 4% or $378,500 at 6%; with 50% employer match about $378,500 at 4% or $252,333 at 6%; with 100% employer match about $283,875 at 4% or $189,250 at 6%.
SUNEX, INC. 401(K) PLAN-9$1,202,349$159,427$17,714iApproximate average salary by contribution assumption: employee only about $442,853 at 4% or $295,235 at 6%; with 50% employer match about $295,235 at 4% or $196,823 at 6%; with 100% employer match about $221,426 at 4% or $147,618 at 6%.
201828$1,979,621$501,560$62,695iApproximate average salary by contribution assumption: employee only about $1,567,375 at 4% or $1,044,917 at 6%; with 50% employer match about $1,044,917 at 4% or $696,611 at 6%; with 100% employer match about $783,688 at 4% or $522,458 at 6%.
Sunex Inc. Cash Balance Plan-8$1,156,065$326,000$40,750iApproximate average salary by contribution assumption: employee only about $1,018,750 at 4% or $679,167 at 6%; with 50% employer match about $679,167 at 4% or $452,778 at 6%; with 100% employer match about $509,375 at 4% or $339,583 at 6%.
SUNEX, INC. 401(K) PLAN-8$823,556$175,560$21,945iApproximate average salary by contribution assumption: employee only about $548,625 at 4% or $365,750 at 6%; with 50% employer match about $365,750 at 4% or $243,833 at 6%; with 100% employer match about $274,313 at 4% or $182,875 at 6%.
2017211$1,723,421$414,165$37,651iApproximate average salary by contribution assumption: employee only about $941,284 at 4% or $627,523 at 6%; with 50% employer match about $627,523 at 4% or $418,348 at 6%; with 100% employer match about $470,642 at 4% or $313,761 at 6%.
SUNEX, INC. 401(K) PLAN-11$865,599$143,144$13,013iApproximate average salary by contribution assumption: employee only about $325,327 at 4% or $216,885 at 6%; with 50% employer match about $216,885 at 4% or $144,590 at 6%; with 100% employer match about $162,664 at 4% or $108,442 at 6%.
Sunex Inc. Cash Balance Plan-6$857,822$271,021$45,170iApproximate average salary by contribution assumption: employee only about $1,129,254 at 4% or $752,836 at 6%; with 50% employer match about $752,836 at 4% or $501,891 at 6%; with 100% employer match about $564,627 at 4% or $376,418 at 6%.
2016211$1,140,590$580,507$52,773iApproximate average salary by contribution assumption: employee only about $1,319,334 at 4% or $879,556 at 6%; with 50% employer match about $879,556 at 4% or $586,371 at 6%; with 100% employer match about $659,667 at 4% or $439,778 at 6%.
SUNEX, INC. 401(K) PLAN-11$587,085$310,690$28,245iApproximate average salary by contribution assumption: employee only about $706,114 at 4% or $470,742 at 6%; with 50% employer match about $470,742 at 4% or $313,828 at 6%; with 100% employer match about $353,057 at 4% or $235,371 at 6%.
Sunex Inc. Cash Balance Plan-8$553,505$269,817$33,727iApproximate average salary by contribution assumption: employee only about $843,178 at 4% or $562,119 at 6%; with 50% employer match about $562,119 at 4% or $374,746 at 6%; with 100% employer match about $421,589 at 4% or $281,059 at 6%.
201529$494,488$389,064$43,229iApproximate average salary by contribution assumption: employee only about $1,080,733 at 4% or $720,489 at 6%; with 50% employer match about $720,489 at 4% or $480,326 at 6%; with 100% employer match about $540,367 at 4% or $360,244 at 6%.
Sunex Inc. Cash Balance Plan-8$269,282$269,282$33,660iApproximate average salary by contribution assumption: employee only about $841,506 at 4% or $561,004 at 6%; with 50% employer match about $561,004 at 4% or $374,003 at 6%; with 100% employer match about $420,753 at 4% or $280,502 at 6%.
SUNEX, INC. 401(K) PLAN-9$225,206$119,782$13,309iApproximate average salary by contribution assumption: employee only about $332,728 at 4% or $221,819 at 6%; with 50% employer match about $221,819 at 4% or $147,879 at 6%; with 100% employer match about $166,364 at 4% or $110,909 at 6%.
201419$109,896$108,764$12,085iApproximate average salary by contribution assumption: employee only about $302,122 at 4% or $201,415 at 6%; with 50% employer match about $201,415 at 4% or $134,277 at 6%; with 100% employer match about $151,061 at 4% or $100,707 at 6%.
SUNEX, INC. 401(K) PLAN-9$109,896$108,764$12,085iApproximate average salary by contribution assumption: employee only about $302,122 at 4% or $201,415 at 6%; with 50% employer match about $201,415 at 4% or $134,277 at 6%; with 100% employer match about $151,061 at 4% or $100,707 at 6%.