Plain-English plan 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, Sonalysts, Inc. Retirement And Savings Plan is a benefit plan reported by Sonalysts, Inc. under EIN 06-0902362 and plan number 003. The latest loaded filing year is 2023. The filing reports 687 participants and $133,729,393 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $133,729,393
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $133,729,393
- Net assets (BOY)
- $117,837,310
Income & contributions
- Employer contributions
- $753,745
- Participant contributions
- $4,772,357
- Total contributions
- $5,526,102
- Total income / additions
- $35,165,937
Expenses & distributions
- Benefits paid
- $19,518,428
- Administrative expenses
- $29,360
- Total expenses
- $19,615,585
- Net increase / (decrease)
- $15,550,352