Original filing (PDF)20250924104045NAL0002967283001

SONATA GROUP INC

Name: SONATA GROUP INC — Form 5500 (2024)
Creator: SONATA GROUP INC

Form 5500-SF

FILING_RECEIVED

SONATA GROUP INC

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$569K

Net assets (EOY)

$569K

Plan health score

/ 100

Grade A

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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SONATA GROUP INC.

Plan sponsor

Name

SONATA GROUP INC

EIN

46-0597830

Address

50 ODELL CIRCLE · NEWBURGH, NY · 12550

Phone

(845) 561-5128

Industry

Constructionsee 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

2025-09-24

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

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