Sohnen Enterprises, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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. (EIN 95-2833510) is a plan sponsor located in Santa Fe Springs, CA with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
95-2833510
Location
Santa Fe Springs, CA
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$15,199,671
Total reported liabilities (EOY)
$314,726
Total reported net assets (EOY)
$14,884,945

Contributions & income

Employer contributions
$0
Participant contributions
$218,488
Total income / additions
$1,186,329

Expenses & distributions

Benefits paid / distributions
$846,031
Total expenses
$885,975
Net increase / (decrease)
$300,354

Coverage

Total reported participants
283
Plans with financial statements
2
Plans with provider compensation
1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Sohnen Enterprises, Inc. plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Sohnen Enterprises, Inc. Employee Stock Ownership Plan002129$9,139,6832023
Sohnen Enterprises, Inc. Profit Sharing And 401(K) Plan001154$6,059,9882023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Sohnen Enterprises, Inc.
YearPlanParticipantsSchedulesFiling
2023Sohnen Enterprises, Inc. Profit Sharing And 401(K) Plan154H, C20240912142147NAL0014296144001
2023Sohnen Enterprises, Inc. Employee Stock Ownership Plan129H20241015160559NAL0058622034001

Related Form 5500 pages