Original filing (PDF)20260116083113NAL0017365281001

SOCHA FINANCIAL GROUP LLC

Name: SOCHA FINANCIAL GROUP LLC — SOCHA FINANCIAL GROUP LLC 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: SOCHA FINANCIAL GROUP LLC

Form 5500-SF

FILING_RECEIVED

SOCHA FINANCIAL GROUP LLC 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Signals · 1

Late filing · 2.0 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.1M

Net assets (EOY)

$2.1M

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

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SOCHA FINANCIAL GROUP LLC.

Plan sponsor

Name

SOCHA FINANCIAL GROUP LLC

EIN

83-0756137

Address

181 EAST SECOND STREET · CORNING, NY · 14830

Phone

(607) 962-0605

Industry

Finance & Insurancesee 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

2026-01-16

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

2R · Participant-directed brokerage (SDBA)

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

Service providers (Schedule C)

Small plans don't disclose service providers

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