2023 Form 5500 filing — Sonitrol Pacific 401(K) Retirement Plan

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241003122602NAL0005709187001) for Sonitrol Pacific 401(K) Retirement Plan, reported by Sound Security, Inc. under EIN 91-1107170 and plan number 001. It reports 204 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$5.8MReported net assets$5,842,540
Participants204
Provider compensation$49.2K2 Schedule C row(s)$49,188
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241003122602NAL0005709187001
Plan sponsor
Sound Security, Inc.
EIN
91-1107170
Plan number
001
Location
Portland, OR
Received date
not reported in the loaded dataset
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$5.8M total assets
Net assets$5.8MLiabilities$0
Money in vs. money out
Total income / additions$1.5M
Total expenses$538.9K
Benefits paid / distributions$502.3K
Contributions
Employer$87.5K
Participant$531.5K
Full reported line items
Total assets (EOY)
$5,842,540
Total liabilities (EOY)
$0
Net assets (EOY)
$5,842,540
Employer contributions
$87,537
Participant contributions
$531,453
Total income / additions
$1,476,690
Benefits paid
$502,293
Administrative expenses
$36,646
Total expenses
$538,939
Net increase / (decrease)
$937,751

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Voya Retirement Insurance & AnnuityRECORDKEEPER$35,965$0
Lion Street Advisors LLCSERVICE PROVIDER$0$13,223

Related Form 5500 pages