How big is Somarts' plan?

Somarts' plan reported $241K in assets and 29 participants for 2024.

Original filing (PDF)20250702150242NAL0019012880001

Somarts

Name: Somarts — Somarts 401(k) Plan, Form 5500 (2024)
Creator: Somarts
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Somarts 401(k) Plan

401(k) retirement plan · Somarts' Somarts 401(k) Plan held $241K in plan assets for 29 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$241K

Net assets (EOY)

$241K

People on this filing

JENA McRae-Schwirtz signed Somarts' 2024 Form 5500 as plan administrator.

JENA McRae-Schwirtz — 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

Somarts' EIN is 94-2655944.

EIN 94-2655944

Plan number 001

Plan year 2024

ACK ID 20250702150242NAL0019012880001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Somarts' plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

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

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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

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

SOMARTS

EIN

all filings

Address

934 BRANNAN ST. · SAN FRANCISCO, CA · 94103

Phone

(415) 863-1414

Industry

Arts, Entertainment, Recreation

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

2025-07-02

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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