Plan5500

Sonalysts, Inc. Employee Stock Ownership Plan — Form 5500 plan (Sonalysts, Inc)

Plain-English plan 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, Sonalysts, Inc. Employee Stock Ownership Plan is a benefit plan reported by Sonalysts, Inc under EIN 06-0902362 and plan number 002. The latest loaded filing year is 2023. The filing reports 550 participants and $125,286,205 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Sonalysts, Inc
EIN
06-0902362
Plan number
002
Plan type
2
Location
Waterford, CT
Latest filing year
2023
Participants
550
End-of-year plan assets
$125,286,205

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023550H, C20250529150625NAL0007452513001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$125,286,205
Total liabilities (EOY)
$0
Net assets (EOY)
$125,286,205
Net assets (BOY)
$118,429,141

Income & contributions

Employer contributions
$7,439,779
Total contributions
$7,439,779
Total income / additions
$19,015,009

Expenses & distributions

Benefits paid
$11,684,507
Administrative expenses
$131,707
Total expenses
$11,816,214
Net increase / (decrease)
$7,198,795

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Houlihan Lokey Financial AdvisorsPARTY-IN-INTEREST$79,125not reported in the loaded dataset2023
Principal Financial GroupPARTY-IN-INTERST$26,382not reported in the loaded dataset2023
Cohnreznick LlpPARTY-IN-INTERST$16,300not reported in the loaded dataset2023
Citizens BankPARTY-IN-INTEREST$9,180not reported in the loaded dataset2023

Related Form 5500 pages