How big is Sonata Capital's plan?

Sonata Capital's plan reported $3.8M in assets and 5 participants for 2024.

Original filing (PDF)20250717151235NAL0000548945003

Sonata Capital

Name: Sonata Capital — Sonata Capital Retirement Trust, Form 5500 (2024)
Creator: Sonata Capital
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Sonata Capital Retirement Trust

401(k) retirement plan · Sonata Capital's Sonata Capital Retirement Trust held $3.8M in plan assets for 5 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.8M

Net assets (EOY)

$3.8M

People on this filing

Tim Cummins signed Sonata Capital's 2024 Form 5500 as plan administrator.

Tim Cummins — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Sonata Capital's EIN is 91-2035283.

EIN 91-2035283

Plan number 001

Plan year 2024

ACK ID 20250717151235NAL0000548945003

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Sonata Capital from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Sonata Capital's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SONATA CAPITAL.

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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