How big is Sonoma Avenue, LLC's plan?

Sonoma Avenue, LLC's plan reported $6.2M in assets and 3 participants for 2023.

Original filing (PDF)20250520163345NAL0001735648001

Sonoma Avenue, LLC

Name: Sonoma Avenue, LLC — Sonoma County Oral Surgery, Form 5500 (2023)
Creator: Sonoma Avenue, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Sonoma County Oral Surgery Retirement Plan

Defined-benefit pension plan · Sonoma Avenue, LLC's Sonoma County Oral Surgery Retirement Plan held $6.2M in plan assets for 3 participants in 2023.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$6.2M

Net assets (EOY)

$6.2M

Plan identifiers

Sonoma Avenue, LLC's EIN is 47-2760431.

EIN 47-2760431

Plan number 003

Plan year 2023

ACK ID 20250520163345NAL0001735648001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Sonoma Avenue, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Sonoma Avenue, LLC's plan includes a defined-benefit pension formula, a cash-balance formula.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SONOMA AVENUE, 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 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