How big is Sonas Financial Group, Inc.'s plan?

Sonas Financial Group, Inc.'s plan reported $1.2M in assets and 3 participants for 2024.

Original filing (PDF)20250730134728NAL0004180577001

Sonas Financial Group, Inc.

Name: Sonas Financial Group, Inc. — Sonas Financial Group, Form 5500 (2024)
Creator: Sonas Financial Group, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Sonas Financial Group, Inc. 401(k) Plan

401(k) retirement plan · Sonas Financial Group, Inc.'s Sonas Financial Group, Inc. 401(k) Plan held $1.2M in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

Plan identifiers

Sonas Financial Group, Inc.'s EIN is 75-3075690.

EIN 75-3075690

Plan number 001

Plan year 2024

ACK ID 20250730134728NAL0004180577001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Sonas Financial Group, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Sonas Financial Group, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SONAS FINANCIAL GROUP, INC..

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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