Original filing (PDF)20240817190605NAL0027496224001

ANTONIETTE M. SOBER

Name: ANTONIETTE M. SOBER — ANTONIETTE SOBER MONEY PURCHASE PLAN, Form 5500 (2023)
Creator: ANTONIETTE M. SOBER

Form 5500-SF

FILING_RECEIVED

ANTONIETTE SOBER MONEY PURCHASE PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

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.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ANTONIETTE M. SOBER.

Plan sponsor

Name

ANTONIETTE M. SOBER

DBA

STATE FARM INSURANCE TONI SOBER AGENT

EIN

34-1542297

Address

30175 BOLINGBROOK RD · PEPPER PIKE, OH · 441245358

Phone

(216) 225-7479

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2023

Plan year begin

2024-01-01

Tax period

2024-05-20

Filed

2024-08-17

Pension benefit codes

2C · Money purchase (other than target benefit)

3B · Covers self-employed individuals

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

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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