Original filing (PDF)20250514080658NAL0012662835001

S & F SONICS, INC. DBA OMEGASONICS

Name: S & F SONICS, INC. DBA OMEGASONICS — S & F SONICS, INC. DBA OMEGASONICS 401(K) PLAN, Form 5500 (2024)
Creator: S & F SONICS, INC. DBA OMEGASONICS

Form 5500-SF

FILING_RECEIVED

S & F SONICS, INC. DBA OMEGASONICS 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

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 S & F SONICS, INC. DBA OMEGASONICS.

Plan sponsor

Name

S & F SONICS, INC. DBA OMEGASONICS

EIN

77-0440665

Address

330 EAST EASY STREET SUITE A · SIMI VALLEY, CA · 93065

Phone

(805) 583-0875

Industry

Manufacturingsee all

Plan administrator

Name

FUTUREPLAN FIDUCIARY SERVICES LLC

EIN

82-3719843

City

BOSTON, MA

Phone

(855) 711-5283

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-05-14

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

3D · Pre-approved plan (master / prototype / VS)

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Manufacturing plans

NUCO CONTROLS, LLC

NUCO CONTROLS, LLC 401(K) PLAN

$1.8M · 19 participants

ATLANTA CONTROL TECHNOLOGIES, INC.

ATLANTA CONTROL TECHNOLOGIES 401(K) PLAN

$1.8M · 6 participants

MB LLC

MB LLC 401(K) SAVINGS PLAN

$1.8M · 20 participants

AUGUSTINE TEMPERATURE MANAGEMENT LLC

AUGUSTINE TEMPERATURE MANAGEMENT LLC 401(K) PLAN

$1.8M · 32 participants

UTILITY SYSTEMS TECHNOLOGIES, INC.

UTILITY SYSTEMS TECHNOLOGIES, INC. 401(K) PROFIT SHARING PLAN