2023 Form 5500 filing — Sonata Health Care, LLC 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 20241012100547NAL0024384465001) for Sonata Health Care, LLC 401(K) Plan, reported by Sonata Health Care, LLC under EIN 26-3743890 and plan number 001. It reports 488 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)$2.8MReported net assets$2,789,908
Participants488
Provider compensation$19.9K2 Schedule C row(s)$19,947
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241012100547NAL0024384465001
Plan sponsor
Sonata Health Care, LLC
EIN
26-3743890
Plan number
001
Location
Orlando, FL
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
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)$2.8M total assets
Net assets$2.8MLiabilities$0
Money in vs. money out
Total income / additions$1.2M
Total expenses$876.3K
Benefits paid / distributions$856.4K
Contributions
Employer$107.3K
Participant$445.3K
Full reported line items
Total assets (EOY)
$2,789,908
Total liabilities (EOY)
$0
Net assets (EOY)
$2,789,908
Employer contributions
$107,329
Participant contributions
$445,287
Total income / additions
$1,206,692
Benefits paid
$856,395
Administrative expenses
$19,953
Total expenses
$876,348
Net increase / (decrease)
$330,344
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    Bokf, Na$16.9K
    TRUSTEE · Direct $16.9K · Indirect $0
  2. 2
    AUDIT FIRM · Direct $3K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241012100547NAL0024384465001 cover?
It is the 2023 Form 5500 filing for Sonata Health Care, LLC 401(K) Plan, reported by Sonata Health Care, LLC (EIN 26-3743890).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages