SUNRISE COMPANY TAX DEFERRED INVESTMENT AND PROFIT SHARING PLAN

Plan Contact

  • Address: 300 EAGLE DANCE CIRCLE,PALM DESERT,CA
  • Contact person: ANN STEVENSON
  • Phone: (760) 772-7227

Plan General Information

SUNRISE COMPANY TAX DEFERRED INVESTMENT AND PROFIT SHARING PLAN Total Retirement Plan Assets

At the end of 2017, the total retirement plan assets of SUNRISE COMPANY TAX DEFERRED INVESTMENT AND PROFIT SHARING PLAN is $16,434,319.00.This plan was established in 1985.

SUNRISE COMPANY TAX DEFERRED INVESTMENT AND PROFIT SHARING PLAN Total Number of Retirement Plan Participants

At the end of 2017, the total number of retirement plan participants in SUNRISE COMPANY TAX DEFERRED INVESTMENT AND PROFIT SHARING PLAN is 201

SUNRISE COMPANY TAX DEFERRED INVESTMENT AND PROFIT SHARING PLAN Average Participant Retirement Account Value

In 2017, the average participant retirement account value for SUNRISE COMPANY TAX DEFERRED INVESTMENT AND PROFIT SHARING PLAN is $81,762.00

SUNRISE COMPANY TAX DEFERRED INVESTMENT AND PROFIT SHARING PLAN Estimated Average Employee Contribution Amount

In 2017, the estimated average employee contribution amount per participant for SUNRISE COMPANY TAX DEFERRED INVESTMENT AND PROFIT SHARING PLAN is $6,468.00.

SUNRISE COMPANY TAX DEFERRED INVESTMENT AND PROFIT SHARING PLAN Estimated Average Employer Match

In 2017, the estimated average employer match for an employee in SUNRISE COMPANY TAX DEFERRED INVESTMENT AND PROFIT SHARING PLAN is approximately $1,720.00
Investing in this additonal $1,720.00 for 20 years would give you extra $110,134.00, assuming a 10% annual return.

SUNRISE COMPANY TAX DEFERRED INVESTMENT AND PROFIT SHARING PLAN Total Employer Contribution and Match Rate

In 2017, SUNRISE COMPANY TAX DEFERRED INVESTMENT AND PROFIT SHARING PLAN allocates $345,892.00 to match its employees' contributions, providing an employer match rate of 53.21% of their contributions

SUNRISE COMPANY TAX DEFERRED INVESTMENT AND PROFIT SHARING PLAN Total Retirement Plan Asset Growth Rate

In 2017, the total retirement plan asset growth rate of SUNRISE COMPANY TAX DEFERRED INVESTMENT AND PROFIT SHARING PLAN is 115.99%.

SUNRISE COMPANY TAX DEFERRED INVESTMENT AND PROFIT SHARING PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2017, the estimated aggregate retirement account investment gain/loss for SUNRISE COMPANY TAX DEFERRED INVESTMENT AND PROFIT SHARING PLAN is 130.31%. This measures the effectiveness of the plan participants' investments in the year.

SUNRISE COMPANY TAX DEFERRED INVESTMENT AND PROFIT SHARING PLAN Expense Ratio

In 2017, the investment and administrative expense ratio of SUNRISE COMPANY TAX DEFERRED INVESTMENT AND PROFIT SHARING PLAN is 0.00%.

Enrollment Features

SUNRISE COMPANY TAX DEFERRED INVESTMENT AND PROFIT SHARING PLAN has the following features:
    Default Investments: It uses a default investment account for participants or employees who fail to direct assets in their account.


Free newsletters

High quality resources for 401k, 403b, 529 retirement plans on investment, contribution, fees, retirement planning and much more …

Puzzled on what to invest?

  • We ask a few questions to decide your personal return and risk expectations
  • We build a custom portfolio for your plan (401(k), 403(b), 529 …) or for a  brokerage account
  • We monitor and send timely rebalance emails on what investment funds to buy and sell

Looking for ideas to generate income?

  • ETF or mutual fund income portfolios for 4-7% annual income
  • Dividend stock funds
  • Passive real estate investments
  • more …

Portfolio Calculator (Simulator)

Quickly enter fund allocation and get a back test result on the performance of this ‘lazy’ portfolio.

Customize Asset Allocation Portfolios

Build a custom model portfolio using our asset strategic or tactical strategies, tailored to a 401(k) plan or for a brokerage account.

Retirement Calculator

See how much you can save for retirement.

Investment Calculator

Grow your wealth and see the power of compounding.


Looking for a (forgotten) 401(k)?

Find plan contact info, plan expenses, investment options, rollover your old plan, or learn how to select investments on your 401k plan …