Original filing (PDF)20250911142142NAL0001455250001

RICHARD H. SOENNICHSEN

Name: RICHARD H. SOENNICHSEN — RICHARD H. SOENNICHSEN CASH BALANCE PENSION PLAN, Form 5500 (2024)
Creator: RICHARD H. SOENNICHSEN

Form 5500-SF

FILING_RECEIVED

RICHARD H. SOENNICHSEN CASH BALANCE PENSION PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$713K

Net assets (EOY)

$713K

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

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for RICHARD H. SOENNICHSEN.

Plan sponsor

Name

RICHARD H. SOENNICHSEN

EIN

48-1300514

Address

175 CONCOURSE BLVD., STE. A · SANTA ROSA, CA · 95403

Phone

(707) 526-2214

Industry

All Other Professional Services· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-11

Pension benefit codes

1C · Cash balance or similar hybrid DB

1I · Frozen plan — no new benefit accrual

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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