Original filing (PDF)20250903220142NAL0015558737020

SBCF Sonoma, LLC

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

Form 5500-SF

FILING_RECEIVED

SBCF Sonoma, LLC 401(k) Plan

401(k) retirement plan · SBCF Sonoma, LLC's SBCF Sonoma, LLC 401(k) Plan filed a Form 5500 for plan year 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

People on this filing

QIAN LIU signed SBCF Sonoma, LLC's 2024 Form 5500 as plan administrator.

QIAN LIU — 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

SBCF Sonoma, LLC's EIN is 99-3357837.

EIN 99-3357837

Plan number 001

Plan year 2024

ACK ID 20250903220142NAL0015558737020

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

SBCF Sonoma, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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

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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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score