· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
SUN MEDICAL EQUIPMENT, INC. — SUN MEDICAL EQUIPMENT, INC. DEFINED BENEFIT PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20251009145753NAL0006765873001
SUN MEDICAL EQUIPMENT, INC.
Form 5500-SF
FILING_RECEIVED
SUN MEDICAL EQUIPMENT, INC. DEFINED BENEFIT PLAN
Defined-benefit pension plan
Active participants
17
Accounts w/ balance
—
Plan assets (EOY)
$1.1M
Net assets (EOY)
$1.1M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
SUN MEDICAL EQUIPMENT, INC.
.
Find decision makers
Plan sponsor
Name
SUN MEDICAL EQUIPMENT, INC.
EIN
20-1106262
Address
1915 W. REDLANDS BLVD. SUITE 101 · REDLANDS, CA · 92373
Phone
(909) 307-8090
Industry
Manufacturing
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-09
Pension benefit codes
1A · Pay-related DB formula
1D · Floor-offset DB
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Manufacturing plans
ACL HAWAII, INC.
ACL HAWAII, INC 401(K) PLAN
$1.1M · 21 participants
CRYSTALASER
CRYSTALASER PROFIT SHARING PLAN
$1.1M · 10 participants
REHAB SYSTEMS, INC DBA COYOTE PROSTHETICS & ORTHOTICS
COYOTE DESIGN 401(K) PLAN
$1.1M · 22 participants
JB DENTAL LAB LLC
DENTAL 401(K) PLAN
$1.1M · 131 participants
VALUEMED INC
VALUEMED INC 401(K) PROFIT SHARING PLAN & TRUST
$1.1M · 8 participants
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
KAZMIRA LLC
KAZMIRA LLC 401(K) PLAN
$1.1M · 13 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B