How big is Sorensen & Flanagan, LLC's plan?

Sorensen & Flanagan, LLC's plan reported $4.9M in assets and 13 participants for 2024.

Original filing (PDF)20250527171041NAL0017502098001

Sorensen & Flanagan, LLC

Name: Sorensen & Flanagan, LLC — Sorensen & Flanagan, LLC, Form 5500 (2024)
Creator: Sorensen & Flanagan, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Sorensen & Flanagan, LLC, 401(k) Plan and Trust

401(k) retirement plan · Sorensen & Flanagan, LLC's Sorensen & Flanagan, LLC, 401(k) Plan and Trust held $4.9M in plan assets for 13 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.9M

Net assets (EOY)

$4.9M

Plan identifiers

Sorensen & Flanagan, LLC's EIN is 46-1336065.

EIN 46-1336065

Plan number 001

Plan year 2024

ACK ID 20250527171041NAL0017502098001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Sorensen & Flanagan, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Sorensen & Flanagan, LLC's plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SORENSEN & FLANAGAN, LLC.

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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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score