2023 Form 5500 filing — Sonova Premier 401(K) Retirement Savings 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 20250115152632NAL0021898993001) for Sonova Premier 401(K) Retirement Savings Plan, reported by Sonova U.S. Corporate Services, LLC under EIN 26-0811994 and plan number 001. It reports 1,675 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250115152632NAL0021898993001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Sonova U.S. Corporate Services, LLC
- EIN
- 26-0811994
- Plan number
- 001
- Location
- Aurora, IL
- Participants
- 1,675
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $55,303,397
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $55,303,397
- Employer contributions
- $2,357,355
- Participant contributions
- $6,255,496
- Total income / additions
- $17,528,652
- Benefits paid
- $6,626,875
- Administrative expenses
- $104,405
- Total expenses
- $6,735,170
- Net increase / (decrease)
- $10,793,482
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $95,564 | $0 |
| Morgan Stanley Smith Barney LLC | INVESTMENT ADVISOR | $8,441 | not reported in the loaded dataset |