2023 Form 5500 filing — Sonoma Academy Defined Contribution 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 20250408115059NAL0011093619001) for Sonoma Academy Defined Contribution Retirement Plan, reported by Sonoma Academy under EIN 94-3343174 and plan number 001. It reports 159 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250408115059NAL0011093619001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Sonoma Academy
- EIN
- 94-3343174
- Plan number
- 001
- Location
- Santa Rosa, CA
- Participants
- 159
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $17,995,749
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $17,995,749
- Employer contributions
- $495,817
- Participant contributions
- $711,793
- Total income / additions
- $3,945,370
- Benefits paid
- $714,410
- Administrative expenses
- $38,481
- Total expenses
- $752,891
- Net increase / (decrease)
- $3,192,479
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Three Bell Capital LLC | ADVISOR | $25,509 | not reported in the loaded dataset |
| Empower | RECORDKEEPER | $12,468 | $0 |
| Tiaa | RECORDKEEPER | $13 | $0 |
| Bpm Advisors | ADVISOR | $8 | not reported in the loaded dataset |