Plan5500

Sunflower Medical Group, P.A. Profit Sharing 401(K) Plan — Form 5500 plan (Sunflower Medical Group, P.A.)

Plain-English plan summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Sunflower Medical Group, P.A. Profit Sharing 401(K) Plan is a benefit plan reported by Sunflower Medical Group, P.A. under EIN 48-1152958 and plan number 001. The latest loaded filing year is 2023. The filing reports 208 participants and $25,984,728 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Sunflower Medical Group, P.A.
EIN
48-1152958
Plan number
001
Plan type
2
Location
Roeland Park, KS
Latest filing year
2023
Participants
208
End-of-year plan assets
$25,984,728

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023208H, C20241008114854NAL0009607651001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$25,984,728
Total liabilities (EOY)
$0
Net assets (EOY)
$25,984,728
Net assets (BOY)
$22,761,454

Income & contributions

Employer contributions
$847,486
Participant contributions
$744,309
Total contributions
$1,593,045
Total income / additions
$5,004,845

Expenses & distributions

Benefits paid
$1,711,496
Administrative expenses
$70,075
Total expenses
$1,781,571
Net increase / (decrease)
$3,223,274

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
North American Ktrade AllianceRECORD KEEPER$41,641not reported in the loaded dataset2023
Steffes FinancialINVESTMENT ADVISOR$20,891not reported in the loaded dataset2023
Demars Pension Consulting ServicesNONE$7,542not reported in the loaded dataset2023

Related Form 5500 pages