Original filing (PDF)20250520163345NAL0001735648001

SONOMA AVENUE, LLC

Name: SONOMA AVENUE, LLC — SONOMA COUNTY ORAL SURGERY RETIREMENT PLAN, Form 5500 (2023)
Creator: SONOMA AVENUE, LLC

Form 5500-SF

FILING_RECEIVED

SONOMA COUNTY ORAL SURGERY RETIREMENT PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$6.2M

Net assets (EOY)

$6.2M

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 SONOMA AVENUE, LLC.

Plan sponsor

Name

SONOMA AVENUE, LLC

EIN

47-2760431

Address

1460 FARMERS LANE · SANTA ROSA, CA · 95405

Phone

(707) 566-7300

Industry

Offices of Dentists· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2023

Plan year begin

2023-12-25

Tax period

2024-12-24

Filed

2025-05-20

Pension benefit codes

1A · Pay-related DB formula

1C · Cash balance or similar hybrid DB

1D · Floor-offset DB

1E · Section 401(h) arrangement

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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