Sonova Premier 401(K) Retirement Savings Plan — Form 5500 plan (Sonova U.S. Corporate Services, LLC)

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, Sonova Premier 401(K) Retirement Savings Plan is a benefit plan reported by Sonova U.S. Corporate Services, LLC under EIN 26-0811994 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,675 participants and $55,303,397 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Sonova U.S. Corporate Services, LLC
EIN
26-0811994
Plan number
001
Plan type
2
Location
Aurora, IL
Latest filing year
2023
Participants
1,675
End-of-year plan assets
$55,303,397

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,675H, C20250115152632NAL0021898993001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$55,303,397
Total liabilities (EOY)
$0
Net assets (EOY)
$55,303,397
Net assets (BOY)
$44,599,675

Income & contributions

Employer contributions
$2,357,355
Participant contributions
$6,255,496
Total contributions
$9,320,910
Total income / additions
$17,528,652

Expenses & distributions

Benefits paid
$6,626,875
Administrative expenses
$104,405
Total expenses
$6,735,170
Net increase / (decrease)
$10,793,482

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$95,564$02023
Morgan Stanley Smith Barney LLCINVESTMENT ADVISOR$8,441not reported in the loaded dataset2023

Related Form 5500 pages