How big is SONA DDS PC's plan?

SONA DDS PC's plan reported $843K in assets and 5 participants for 2024.

Original filing (PDF)20250414154229NAL0000845235001

SONA DDS PC

Name: SONA DDS PC — SONA Cash Balance Plan, Form 5500 (2024)
Creator: SONA DDS PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

SONA Cash Balance Plan

Defined-benefit pension plan · SONA DDS PC's SONA Cash Balance Plan held $843K in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$843K

Net assets (EOY)

$843K

People on this filing

Kiran Velicheti signed SONA DDS PC's 2024 Form 5500 as plan administrator.

Kiran Velicheti — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

SONA DDS PC's EIN is 26-0970068.

EIN 26-0970068

Plan number 002

Plan year 2024

ACK ID 20250414154229NAL0000845235001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for SONA DDS PC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

SONA DDS PC's plan includes a cash-balance formula.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SONA DDS PC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Plan sponsor

Name

SONA DDS PC

EIN

all filings

Address

3800 S. CLUBHOUSE DR, UNIT 7 · CHANDLER, AZ · 85248

Phone

(480) 612-1167

Industry

Offices of Dentists· Health Care & Social Assistance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-04-14

Pension benefit codes

1B · Flat-dollar DB formula

1C · Cash balance or similar hybrid DB

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

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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