Sondermind, Inc. 401(K) Plan — Form 5500 plan (Sondermind, 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, Sondermind, Inc. 401(K) Plan is a benefit plan reported by Sondermind, Inc. under EIN 82-3006071 and plan number 001. The latest loaded filing year is 2023. The filing reports 366 participants and $10,021,584 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Sondermind, Inc.
EIN
82-3006071
Plan number
001
Plan type
2
Location
Denver, CO
Latest filing year
2023
Participants
366
End-of-year plan assets
$10,021,584

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023366H, C20241007110611NAL0025996416001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$10,021,584
Total liabilities (EOY)
$0
Net assets (EOY)
$10,021,584
Net assets (BOY)
$6,038,793

Income & contributions

Employer contributions
$1,006,951
Participant contributions
$2,053,922
Total contributions
$4,304,574
Total income / additions
$5,677,243

Expenses & distributions

Benefits paid
$1,646,939
Administrative expenses
$44,937
Total expenses
$1,694,452
Net increase / (decrease)
$3,982,791

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance CoRECORDKEEPER$16,082$02023
Alpha Capital Management GroupADVISOR$14,946not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$13,194$02023

Related Form 5500 pages