Sonoma Technology, Inc. 401(K) Retirement Plan — Form 5500 plan (Sonoma Technology, Inc.)
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, Sonoma Technology, Inc. 401(K) Retirement Plan is a benefit plan reported by Sonoma Technology, Inc. under EIN 94-2824807 and plan number 001. The latest loaded filing year is 2023. The filing reports 90 participants and $19,750,601 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Sonoma Technology, Inc.
- EIN
- 94-2824807
- Plan number
- 001
- Plan type
- 2
- Location
- Petaluma, CA
- Latest filing year
- 2023
- Participants
- 90
- End-of-year plan assets
- $19,750,601
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 90 | I | 20240529225223NAL0013041313001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $19,750,601
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $19,750,601
- Net assets (BOY)
- $15,740,639
Income & contributions
- Employer contributions
- $355,085
- Participant contributions
- $935,320
- Total income / additions
- $4,613,102
Expenses & distributions
- Benefits paid
- $553,276
- Administrative expenses
- $49,864
- Total expenses
- $603,140
- Net increase / (decrease)
- $4,009,962
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.