2023 Form 5500 filing — Sonoma Technology, Inc. 401(K) Retirement Plan

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240529225223NAL0013041313001) for Sonoma Technology, Inc. 401(K) Retirement Plan, reported by Sonoma Technology, Inc. under EIN 94-2824807 and plan number 001. It reports 90 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

EFAST2 acknowledgement
20240529225223NAL0013041313001
Filing year
2023
Form type
2
Plan sponsor
Sonoma Technology, Inc.
EIN
94-2824807
Plan number
001
Location
Petaluma, CA
Participants
90
Schedules available
Schedule I
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$19,750,601
Total liabilities (EOY)
$0
Net assets (EOY)
$19,750,601
Employer contributions
$355,085
Participant contributions
$935,320
Total income / additions
$4,613,102
Benefits paid
$553,276
Administrative expenses
$49,864
Total expenses
$603,140
Net increase / (decrease)
$4,009,962
Schedule source
Schedule I

Related Form 5500 pages