Sonoma Academy Defined Contribution Retirement Plan — Form 5500 plan (Sonoma Academy)
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 Academy Defined Contribution Retirement Plan is a benefit plan reported by Sonoma Academy under EIN 94-3343174 and plan number 001. The latest loaded filing year is 2023. The filing reports 159 participants and $17,995,749 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Sonoma Academy
- EIN
- 94-3343174
- Plan number
- 001
- Plan type
- 2
- Location
- Santa Rosa, CA
- Latest filing year
- 2023
- Participants
- 159
- End-of-year plan assets
- $17,995,749
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 159 | H, C | 20250408115059NAL0011093619001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $17,995,749
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $17,995,749
- Net assets (BOY)
- $14,803,270
Income & contributions
- Employer contributions
- $495,817
- Participant contributions
- $711,793
- Total contributions
- $1,717,661
- Total income / additions
- $3,945,370
Expenses & distributions
- Benefits paid
- $714,410
- Administrative expenses
- $38,481
- Total expenses
- $752,891
- Net increase / (decrease)
- $3,192,479
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Three Bell Capital LLC | ADVISOR | $25,509 | not reported in the loaded dataset | 2023 |
| Empower | RECORDKEEPER | $12,468 | $0 | 2023 |
| Tiaa | RECORDKEEPER | $13 | $0 | 2023 |
| Bpm Advisors | ADVISOR | $8 | not reported in the loaded dataset | 2023 |