Sunrise Wealth Management Inc.
Plan context: Sunrise Wealth Management Inc. Profit Sharing Plan
EIN 27-1709939 • 8 filings • 1 plans
Current Snapshot
Latest Year
2018
2018 Participants
2
2018 Assets
$5,059
2018 Contributions
$4,500
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2018 | 1 | 2 | $5,059 | $0 | - |
| Sunrise Wealth Management Inc. Profit Sharing Plan | - | 2 | $5,059 | - | - |
| 2017 | 1 | 2 | $5,476 | $0 | - |
| Sunrise Wealth Management Inc. Profit Sharing Plan | - | 2 | $5,476 | - | - |
| 2016 | 1 | 2 | $5,420 | $0 | - |
| Sunrise Wealth Management Inc. Profit Sharing Plan | - | 2 | $5,420 | - | - |
| 2015 | 1 | 2 | $4,840 | $0 | - |
| Sunrise Wealth Management Inc. Profit Sharing Plan | - | 2 | $4,840 | - | - |
| 2014 | 1 | 2 | $5,323 | $4,500 | $2,250iApproximate average salary by contribution assumption: employee only about $56,250 at 4% or $37,500 at 6%; with 50% employer match about $37,500 at 4% or $25,000 at 6%; with 100% employer match about $28,125 at 4% or $18,750 at 6%. |
| Sunrise Wealth Management Inc. Profit Sharing Plan | - | 2 | $5,323 | $4,500 | $2,250iApproximate average salary by contribution assumption: employee only about $56,250 at 4% or $37,500 at 6%; with 50% employer match about $37,500 at 4% or $25,000 at 6%; with 100% employer match about $28,125 at 4% or $18,750 at 6%. |
| 2013 | 1 | 2 | $777 | $0 | - |
| Sunrise Wealth Management Inc. Profit Sharing Plan | - | 2 | $777 | - | - |
| 2012 | 1 | 2 | $652 | $0 | - |
| Sunrise Wealth Management Inc. Profit Sharing Plan | - | 2 | $652 | - | - |
| 2011 | 1 | 2 | $625 | $625 | $313iApproximate average salary by contribution assumption: employee only about $7,813 at 4% or $5,208 at 6%; with 50% employer match about $5,208 at 4% or $3,472 at 6%; with 100% employer match about $3,906 at 4% or $2,604 at 6%. |
| Sunrise Wealth Management Inc. Profit Sharing Plan | - | 2 | $625 | $625 | $313iApproximate average salary by contribution assumption: employee only about $7,813 at 4% or $5,208 at 6%; with 50% employer match about $5,208 at 4% or $3,472 at 6%; with 100% employer match about $3,906 at 4% or $2,604 at 6%. |