2023 Form 5500 filing — Serendipity Hearing, Inc. Dba Sonus 401(K) 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 20241011190201NAL0023462513001) for Serendipity Hearing, Inc. Dba Sonus 401(K) Plan, reported by Serendipity Hearing, Inc. Dba Sonus under EIN 27-3716562 and plan number 001. It reports 190 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011190201NAL0023462513001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Serendipity Hearing, Inc. Dba Sonus
- EIN
- 27-3716562
- Plan number
- 001
- Location
- Huntington Beach, CA
- Participants
- 190
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,794,700
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,794,700
- Employer contributions
- $163,856
- Participant contributions
- $427,245
- Total income / additions
- $1,087,950
- Benefits paid
- $203,605
- Administrative expenses
- $17,221
- Total expenses
- $220,826
- Net increase / (decrease)
- $867,124
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $9,486 | $0 |
| Ascensus Holdings Inc Dba | CONTRACT ADMIN | $7,810 | not reported in the loaded dataset |
| Ascensus Inc | OTHER | $0 | $2,008 |