Somnia, Inc. 401(K) Plan & Trust — Form 5500 plan (Somnia, 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, Somnia, Inc. 401(K) Plan & Trust is a benefit plan reported by Somnia, Inc. under EIN 13-4181770 and plan number 001. The latest loaded filing year is 2023. The filing reports 302 participants and $24,437,500 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Somnia, Inc.
EIN
13-4181770
Plan number
001
Plan type
2
Location
Harrison, NY
Latest filing year
2023
Participants
302
End-of-year plan assets
$24,437,500

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023302H, C20241010140838NAL0010097395001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$24,437,500
Total liabilities (EOY)
$0
Net assets (EOY)
$24,437,500
Net assets (BOY)
$18,251,706

Income & contributions

Employer contributions
$327,875
Participant contributions
$2,887,565
Total contributions
$4,988,896
Total income / additions
$8,584,005

Expenses & distributions

Benefits paid
$2,353,617
Administrative expenses
$11,777
Total expenses
$2,398,211
Net increase / (decrease)
$6,185,794

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Citigroup Global Markets IncADVISOR$0$44,7432023
Fidelity Investments InstitutionalRECORDKEEPER$11,877$02023

Related Form 5500 pages