Civic Intelligence

Sunrise Manor

Plan context: Tax Deferred Annuity Plan of Sunrise Manor

EIN 42-0805391 • Sioux City, IA • 26 filings • 3 plans

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5501 Gordon DriveSioux City, IA 51106
Current Snapshot

Latest Year

2024

2024 Participants

118

2024 Assets

$1,012,031

2024 Contributions

$151,945

Historical Graphs

Total Assets Over Time

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

$1,012,031$506,016$0200920172024YearValue
$1,012,031Latest year 2024

Participants Over Time

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

2371190200920172024YearValue
118Latest year 2024

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
20242118$1,012,031$151,945$1,288iApproximate average salary by contribution assumption: employee only about $32,192 at 4% or $21,461 at 6%; with 50% employer match about $21,461 at 4% or $14,307 at 6%; with 100% employer match about $16,096 at 4% or $10,731 at 6%.
Tax Deferred Annuity Plan of Sunrise Manor-64$1,012,031$151,945$2,374iApproximate average salary by contribution assumption: employee only about $59,354 at 4% or $39,569 at 6%; with 50% employer match about $39,569 at 4% or $26,379 at 6%; with 100% employer match about $29,677 at 4% or $19,785 at 6%.
Sunrise Retirement Community Health and Welfare Benefit Plans-118---
20232233$807,362$116,708$501iApproximate average salary by contribution assumption: employee only about $12,522 at 4% or $8,348 at 6%; with 50% employer match about $8,348 at 4% or $5,565 at 6%; with 100% employer match about $6,261 at 4% or $4,174 at 6%.
Tax Deferred Annuity Plan of Sunrise Manor-49$807,362$116,708$2,382iApproximate average salary by contribution assumption: employee only about $59,545 at 4% or $39,697 at 6%; with 50% employer match about $39,697 at 4% or $26,464 at 6%; with 100% employer match about $29,772 at 4% or $19,848 at 6%.
Sunrise Retirement Community Health and Welfare Benefit Plans-233---
20221237$652,565$110,047$464iApproximate average salary by contribution assumption: employee only about $11,608 at 4% or $7,739 at 6%; with 50% employer match about $7,739 at 4% or $5,159 at 6%; with 100% employer match about $5,804 at 4% or $3,869 at 6%.
Tax Deferred Annuity Plan of Sunrise Manor-237$652,565$110,047$464iApproximate average salary by contribution assumption: employee only about $11,608 at 4% or $7,739 at 6%; with 50% employer match about $7,739 at 4% or $5,159 at 6%; with 100% employer match about $5,804 at 4% or $3,869 at 6%.
20211235$894,772$116,522$496iApproximate average salary by contribution assumption: employee only about $12,396 at 4% or $8,264 at 6%; with 50% employer match about $8,264 at 4% or $5,509 at 6%; with 100% employer match about $6,198 at 4% or $4,132 at 6%.
Tax Deferred Annuity Plan of Sunrise Manor-235$894,772$116,522$496iApproximate average salary by contribution assumption: employee only about $12,396 at 4% or $8,264 at 6%; with 50% employer match about $8,264 at 4% or $5,509 at 6%; with 100% employer match about $6,198 at 4% or $4,132 at 6%.
20201222$826,316$113,904$513iApproximate average salary by contribution assumption: employee only about $12,827 at 4% or $8,551 at 6%; with 50% employer match about $8,551 at 4% or $5,701 at 6%; with 100% employer match about $6,414 at 4% or $4,276 at 6%.
Tax Deferred Annuity Plan of Sunrise Manor-222$826,316$113,904$513iApproximate average salary by contribution assumption: employee only about $12,827 at 4% or $8,551 at 6%; with 50% employer match about $8,551 at 4% or $5,701 at 6%; with 100% employer match about $6,414 at 4% or $4,276 at 6%.
20191222$671,130$114,227$515iApproximate average salary by contribution assumption: employee only about $12,863 at 4% or $8,576 at 6%; with 50% employer match about $8,576 at 4% or $5,717 at 6%; with 100% employer match about $6,432 at 4% or $4,288 at 6%.
Tax Deferred Annuity Plan of Sunrise Manor-222$671,130$114,227$515iApproximate average salary by contribution assumption: employee only about $12,863 at 4% or $8,576 at 6%; with 50% employer match about $8,576 at 4% or $5,717 at 6%; with 100% employer match about $6,432 at 4% or $4,288 at 6%.
20181215$508,580$128,782$599iApproximate average salary by contribution assumption: employee only about $14,975 at 4% or $9,983 at 6%; with 50% employer match about $9,983 at 4% or $6,655 at 6%; with 100% employer match about $7,487 at 4% or $4,992 at 6%.
Tax Deferred Annuity Plan of Sunrise Manor-215$508,580$128,782$599iApproximate average salary by contribution assumption: employee only about $14,975 at 4% or $9,983 at 6%; with 50% employer match about $9,983 at 4% or $6,655 at 6%; with 100% employer match about $7,487 at 4% or $4,992 at 6%.
20171212$460,533$101,316$478iApproximate average salary by contribution assumption: employee only about $11,948 at 4% or $7,965 at 6%; with 50% employer match about $7,965 at 4% or $5,310 at 6%; with 100% employer match about $5,974 at 4% or $3,983 at 6%.
Tax Deferred Annuity Plan of Sunrise Manor-212$460,533$101,316$478iApproximate average salary by contribution assumption: employee only about $11,948 at 4% or $7,965 at 6%; with 50% employer match about $7,965 at 4% or $5,310 at 6%; with 100% employer match about $5,974 at 4% or $3,983 at 6%.
20161206$343,825$35,520$172iApproximate average salary by contribution assumption: employee only about $4,311 at 4% or $2,874 at 6%; with 50% employer match about $2,874 at 4% or $1,916 at 6%; with 100% employer match about $2,155 at 4% or $1,437 at 6%.
Tax Deferred Annuity Plan of Sunrise Manor-206$343,825$35,520$172iApproximate average salary by contribution assumption: employee only about $4,311 at 4% or $2,874 at 6%; with 50% employer match about $2,874 at 4% or $1,916 at 6%; with 100% employer match about $2,155 at 4% or $1,437 at 6%.
20151178$469,341$43,991$247iApproximate average salary by contribution assumption: employee only about $6,179 at 4% or $4,119 at 6%; with 50% employer match about $4,119 at 4% or $2,746 at 6%; with 100% employer match about $3,089 at 4% or $2,060 at 6%.
Tax Deferred Annuity Plan of Sunrise Manor-178$469,341$43,991$247iApproximate average salary by contribution assumption: employee only about $6,179 at 4% or $4,119 at 6%; with 50% employer match about $4,119 at 4% or $2,746 at 6%; with 100% employer match about $3,089 at 4% or $2,060 at 6%.
20141171$486,437$105,920$619iApproximate average salary by contribution assumption: employee only about $15,485 at 4% or $10,324 at 6%; with 50% employer match about $10,324 at 4% or $6,882 at 6%; with 100% employer match about $7,743 at 4% or $5,162 at 6%.
Tax Deferred Annuity Plan of Sunrise Manor-171$486,437$105,920$619iApproximate average salary by contribution assumption: employee only about $15,485 at 4% or $10,324 at 6%; with 50% employer match about $10,324 at 4% or $6,882 at 6%; with 100% employer match about $7,743 at 4% or $5,162 at 6%.
20131164$380,734$64,016$390iApproximate average salary by contribution assumption: employee only about $9,759 at 4% or $6,506 at 6%; with 50% employer match about $6,506 at 4% or $4,337 at 6%; with 100% employer match about $4,879 at 4% or $3,253 at 6%.
Tax Deferred Annuity Plan of Sunrise Manor-164$380,734$64,016$390iApproximate average salary by contribution assumption: employee only about $9,759 at 4% or $6,506 at 6%; with 50% employer match about $6,506 at 4% or $4,337 at 6%; with 100% employer match about $4,879 at 4% or $3,253 at 6%.
20121217$270,425$79,393$366iApproximate average salary by contribution assumption: employee only about $9,147 at 4% or $6,098 at 6%; with 50% employer match about $6,098 at 4% or $4,065 at 6%; with 100% employer match about $4,573 at 4% or $3,049 at 6%.
Tax Deferred Annuity Plan of Sunrise Manor-217$270,425$79,393$366iApproximate average salary by contribution assumption: employee only about $9,147 at 4% or $6,098 at 6%; with 50% employer match about $6,098 at 4% or $4,065 at 6%; with 100% employer match about $4,573 at 4% or $3,049 at 6%.
20111197$174,322$65,425$332iApproximate average salary by contribution assumption: employee only about $8,303 at 4% or $5,535 at 6%; with 50% employer match about $5,535 at 4% or $3,690 at 6%; with 100% employer match about $4,151 at 4% or $2,768 at 6%.
Tax Deferred Annuity Plan of Sunrise Manor-197$174,322$65,425$332iApproximate average salary by contribution assumption: employee only about $8,303 at 4% or $5,535 at 6%; with 50% employer match about $5,535 at 4% or $3,690 at 6%; with 100% employer match about $4,151 at 4% or $2,768 at 6%.
20101175$113,795$50,240$287iApproximate average salary by contribution assumption: employee only about $7,177 at 4% or $4,785 at 6%; with 50% employer match about $4,785 at 4% or $3,190 at 6%; with 100% employer match about $3,589 at 4% or $2,392 at 6%.
Tax Deferred Annuity Plan of Sunrise Manor-175$113,795$50,240$287iApproximate average salary by contribution assumption: employee only about $7,177 at 4% or $4,785 at 6%; with 50% employer match about $4,785 at 4% or $3,190 at 6%; with 100% employer match about $3,589 at 4% or $2,392 at 6%.
20091172$61,334$23,850$139iApproximate average salary by contribution assumption: employee only about $3,467 at 4% or $2,311 at 6%; with 50% employer match about $2,311 at 4% or $1,541 at 6%; with 100% employer match about $1,733 at 4% or $1,156 at 6%.
Tax Deferred Annuity Plan of Sunrise Manor-172$61,334$23,850$139iApproximate average salary by contribution assumption: employee only about $3,467 at 4% or $2,311 at 6%; with 50% employer match about $2,311 at 4% or $1,541 at 6%; with 100% employer match about $1,733 at 4% or $1,156 at 6%.
200810$0$0-
Tax Deferred Annuity Plan of Sunrise Manor-0---
200710$0$0-
Tax Deferred Annuity Plan of Sunrise Manor-0---
200610$0$0-
Tax Deferred Annuity Plan of Sunrise Manor-0---
200310$0$0-
Tax Deferred Annuity Plan of Sunrise Manor-0---
200210$0$0-
Tax Deferred Annuity Plan of Sunrise Manor-0---
200110$0$0-
Tax Deferred Annuity Plan of Sunrise Manor-0---
200010$0$0-
Tax Deferred Annuity Plan of Sunrise Manor-0---
199910$0$0-
Tax Deferred Annuity Plan of Sunrise Manor-0---