Southern New England Healthcare Organization, Inc. 401(K) Plan — Form 5500 plan (Southern New England Healthcare Organization, Inc. Dba Sone Health)
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, Southern New England Healthcare Organization, Inc. 401(K) Plan is a benefit plan reported by Southern New England Healthcare Organization, Inc. Dba Sone Health under EIN 06-1391257 and plan number 001. The latest loaded filing year is 2023. The filing reports 119 participants and $6,390,764 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Southern New England Healthcare Organization, Inc. Dba Sone Health
- EIN
- 06-1391257
- Plan number
- 001
- Plan type
- 2
- Location
- Windsor, CT
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 119 | H, C | 20241015145935NAL0016691923001 |
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Full reported line items
Net assets
- Total assets (EOY)
- $6,390,764
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,390,764
- Net assets (BOY)
- $6,191,198
Income & contributions
- Employer contributions
- $638,592
- Participant contributions
- $716,679
- Total contributions
- $1,355,271
- Total income / additions
- $2,365,890
Expenses & distributions
- Benefits paid
- $2,115,434
- Administrative expenses
- $50,879
- Total expenses
- $2,166,324
- Net increase / (decrease)
- $199,566
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Massachusetts Mutual Life Ins. Co. | NONE | $50,887 | $0 | 2023 |
| Pasi, LLC | NONE | $3,111 | $3,232 | 2023 |
| Mmlis | NONE | $0 | $5,984 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Southern New England Healthcare Organization, Inc. Dba Sone Health
- 2023 Form 5500 filing
- Form 5500 filings in CT
- 401(k) and benefit plan filings in Windsor, CT
- Massachusetts Mutual Life Ins. Co. — Schedule C compensation
- Pasi, LLC — Schedule C compensation
- Mmlis — Schedule C compensation