Original filing (PDF)20250422091330NAL0002203987001

SONNENBERG GARDENS & MANSION

Name: SONNENBERG GARDENS & MANSION — SONNENBERG GARDENS & MANSION 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: SONNENBERG GARDENS & MANSION

Form 5500-SF

FILING_RECEIVED

SONNENBERG GARDENS & MANSION 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$360K

Net assets (EOY)

$360K

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SONNENBERG GARDENS & MANSION.

Plan sponsor

Name

SONNENBERG GARDENS & MANSION

EIN

23-7089093

Address

250 GIBSON STREET · CANANDAIGUA, NY · 14424

Phone

(585) 394-4922

Industry

Arts, Entertainment, Recreationsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-04-22

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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