Serendipity Hearing, Inc. Dba Sonus 401(K) Plan — Form 5500 plan (Serendipity Hearing, Inc. Dba Sonus)
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, Serendipity Hearing, Inc. Dba Sonus 401(K) Plan is a benefit plan reported by Serendipity Hearing, Inc. Dba Sonus under EIN 27-3716562 and plan number 001. The latest loaded filing year is 2023. The filing reports 190 participants and $4,794,700 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Serendipity Hearing, Inc. Dba Sonus
- EIN
- 27-3716562
- Plan number
- 001
- Plan type
- 2
- Location
- Huntington Beach, CA
- Latest filing year
- 2023
- Participants
- 190
- End-of-year plan assets
- $4,794,700
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 190 | H, C | 20241011190201NAL0023462513001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,794,700
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,794,700
- Net assets (BOY)
- $3,927,576
Income & contributions
- Employer contributions
- $163,856
- Participant contributions
- $427,245
- Total contributions
- $591,648
- Total income / additions
- $1,087,950
Expenses & distributions
- Benefits paid
- $203,605
- Administrative expenses
- $17,221
- Total expenses
- $220,826
- Net increase / (decrease)
- $867,124
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $9,486 | $0 | 2023 |
| Ascensus Holdings Inc Dba | CONTRACT ADMIN | $7,810 | not reported in the loaded dataset | 2023 |
| Ascensus Inc | OTHER | $0 | $2,008 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Serendipity Hearing, Inc. Dba Sonus
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Huntington Beach, CA
- Empower Annuity Insurance Company O — Schedule C compensation
- Ascensus Holdings Inc Dba — Schedule C compensation
- Ascensus Inc — Schedule C compensation