How big is Suntree Internal Medicine's plan?

Suntree Internal Medicine's plan reported $85K in assets and 77 participants for 2024.

Original filing (PDF)20250718114409NAL0003025074001

Suntree Internal Medicine

Name: Suntree Internal Medicine — Suntree 401(k), Form 5500 (2024)
Creator: Suntree Internal Medicine
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Suntree 401(k)

401(k) retirement plan · Suntree Internal Medicine's Suntree 401(k) held $85K in plan assets for 77 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$85K

Net assets (EOY)

$85K

People on this filing

Shirley Horner signed Suntree Internal Medicine's 2024 Form 5500 as plan administrator.

Shirley Horner — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Suntree Internal Medicine's EIN is 11-3646276.

EIN 11-3646276

Plan number 001

Plan year 2024

ACK ID 20250718114409NAL0003025074001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Suntree Internal Medicine from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Suntree Internal Medicine's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SUNTREE INTERNAL MEDICINE.

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Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score