Sonoma Wealth Advisors — Form 5500 Schedule C service provider compensation
Reported service provider summary
According to public Form 5500 Schedule C data published through public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Sonoma Wealth Advisors is reported as a service provider on 3 loaded Form 5500 filing(s) across 3 plan sponsor(s) and 3 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $52,342 and reported indirect compensation totals not reported in the loaded dataset.
Reported compensation summary
- Reported direct compensation
- $52,342
- Reported indirect compensation
- not reported in the loaded dataset
- Total reported compensation
- $52,342
- Filings
- 3
- Plan sponsors
- 3
- Plans
- 3
- Latest filing year
- 2023
Figures are reported Schedule C service provider compensation as disclosed by plan sponsors. They are presented objectively and are not a statement about whether any compensation is high, low, or reasonable.
Top plan sponsors by reported compensation
| Sponsor | State | Plans | Reported compensation |
|---|---|---|---|
| Paychex Retirement LLC | NY | 1 | $22,880 |
| General Mortgage Capital Corpo | CA | 1 | $15,271 |
| Prohealth Home Care Inc | CA | 1 | $14,191 |
State footprint
Plans reporting Sonoma Wealth Advisors are sponsored in CA (2), NY (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Paychex Retirement LLC | Paychex Pooled Employer 401(K) Plan | 2023 | $22,880 | not reported in the loaded dataset |
| General Mortgage Capital Corpo | General Mortgage Capital Corpo 401(K) Profit Sharing Plan & Trust | 2023 | $15,271 | not reported in the loaded dataset |
| Prohealth Home Care Inc | Prohealth Home Care Inc 401(K) Profit Sharing Plan & Trust | 2023 | $14,191 | not reported in the loaded dataset |
Related Form 5500 pages
- Paychex Pooled Employer 401(K) Plan (plan 001)
- Paychex Retirement LLC — all reported plans
- General Mortgage Capital Corpo 401(K) Profit Sharing Plan & Trust (plan 001)
- General Mortgage Capital Corpo — all reported plans
- Prohealth Home Care Inc 401(K) Profit Sharing Plan & Trust (plan 001)
- Prohealth Home Care Inc — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources