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Original filing (PDF)20251014151322NAL0001596435001
SUNFLOWER MEDICAL GROUP, P.A.
Form 5500
FILING_RECEIVED
SUNFLOWER MEDICAL GROUP, P.A. PROFIT SHARING 401(K) PLAN
401(k) retirement plan
Active participants
140
Accounts w/ balance
182
Plan assets (EOY)
$29.8M
Net assets (EOY)
$29.8M
Plan health score (directional)
95
/ 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
100
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SUNFLOWER MEDICAL GROUP, P.A..
Plan sponsor
Name
SUNFLOWER MEDICAL GROUP, P.A.
EIN
48-1152958
Address
5675 ROE BLVD., SUITE 100 · ROELAND PARK, KS · 66205
Phone
(913) 432-2080
Industry
Offices of Physicians· Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
PICKETT, CHANEY & MCMULLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NORTH AMERICAN KTRADE ALLIANCE | 32-0169227 | PLYMOUTH, IN | RECORD KEEPER | $41K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STEFFES FINANCIAL | 74-2834375 | OVERLAND PARK, KS | INVESTMENT ADVISOR | $23K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DEMARS PENSION CONSULTING SERVICES | 48-0890241 | OVERLAND PARK, KS | NONE | $10K | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.