Sohnen Enterprises, Inc. Profit Sharing And 401(K) Plan — Form 5500 plan (Sohnen Enterprises, 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, Sohnen Enterprises, Inc. Profit Sharing And 401(K) Plan is a benefit plan reported by Sohnen Enterprises, Inc. under EIN 95-2833510 and plan number 001. The latest loaded filing year is 2023. The filing reports 154 participants and $6,059,988 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Sohnen Enterprises, Inc.
EIN
95-2833510
Plan number
001
Plan type
2
Location
Santa Fe Springs, CA
Latest filing year
2023
Participants
154
End-of-year plan assets
$6,059,988

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023154H, C20240912142147NAL0014296144001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$6,059,988
Total liabilities (EOY)
$0
Net assets (EOY)
$6,059,988
Net assets (BOY)
$5,587,450

Income & contributions

Employer contributions
$0
Participant contributions
$218,488
Total contributions
$218,488
Total income / additions
$1,045,364

Expenses & distributions

Benefits paid
$532,882
Administrative expenses
$21,929
Total expenses
$572,826
Net increase / (decrease)
$472,538

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Trilogy Capital IncINVESTMENT ADVISOR$20,059not reported in the loaded dataset2023
Capital Group Retirement Plan Svcs.RECORDKEEPER$1,870$02023

Related Form 5500 pages