Sonoma Technology, INC. 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Sonoma Technology, INC.
  • Sponsor EIN: 942824807
  • Sponsor Address: 1450 N. MCDOWELL BLVD, PETALUMA, CA, 94954
  • Plan Type: 401(k)
  • Total Participants: 91
  • Total Assets: $2.1M

Key Plan Design Features

  • Auto-Enrollment: Yes
  • Auto-Escalation: No
  • Allows Roth Contributions: Yes
  • Participant Loans: Yes
  • Participant-Directed Investments: Yes
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202491$2.1M$352,126$985,206
202377$19.8M$355,085$935,320
202271$15.7M$321,552$824,166

Similar Plans