Original filing (PDF)20251001183833NAL0013574625001

SONOMA VALLEY EDUCATION FOUNDATION

Name: SONOMA VALLEY EDUCATION FOUNDATION — SONOMA VALLEY EDUCATION FOUNDATION 403(B) PLAN, Form 5500 (2024)
Creator: SONOMA VALLEY EDUCATION FOUNDATION

Form 5500-SF

FILING_RECEIVED

SONOMA VALLEY EDUCATION FOUNDATION 403(B) PLAN

403(b) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$167K

Net assets (EOY)

$167K

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 VALLEY EDUCATION FOUNDATION.

Plan sponsor

Name

SONOMA VALLEY EDUCATION FOUNDATION

EIN

68-0279152

Address

17878 RAILROAD AVENUE · SONOMA, CA · 95476

Phone

(707) 935-9566

Industry

Other Services (ex. Public Admin)see 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

2025-10-01

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2M · 403(b)(7) custodial accounts

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

Related plans

Similar-size Other Services (ex. Public Admin) plans

CONGREGATIONS ORGANIZED FOR PR

CONGREGATIONS ORGANIZED FOR PR 401(K) PROFIT SHARING PLAN & TRUST

$167K · 13 participants

SILVER LINING MISSIONS

SILVER LINING MISSIONS 401(K) PLAN

$167K · 7 participants

FRIENDSHIP INDUSTRIES, INC.

FRIENDSHIP INDUSTRIES, INC. EMPLOYEE RETIREMENT PLAN 002

$167K · 45 participants

PALMETTO COUNCIL, INC.

403(B) THRIFT PLAN FOR EMPLOYEES OF PALMETTO COUNCIL, INC. BOY SCOUTS OF AMERICA

$168K · 3 participants

WESTERN PENNSYLVANIA CONSERVANCY