401k Plan data: SONNENBERG & COMPANY CPA INCENTIVE SAVINGS PLAN plan

SONNENBERG & COMPANY CPA INCENTIVE SAVINGS PLAN 401k Plan overview

Plan Name	SONNENBERG & COMPANY CPA INCENTIVE SAVINGS PLAN
Plan identification number	002

SONNENBERG & COMPANY CPA INCENTIVE SAVINGS PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Participant-directed brokerage accounts provided as an investment option under the plan.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

SONNENBERG & COMPANY, CPAS A PROFESSIONAL CORPORATION has sponsored the creation of one or more 401k plans.

Company Name: SONNENBERG & COMPANY, CPAS A PROFESSIONAL CORPORATION

Employer identification number (EIN): 953749711

NAIC Classification: 541211
NAIC Description: Offices of Certified Public Accountants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SONNENBERG & COMPANY CPA INCENTIVE SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01 LEN SONNENBERG 2024-10-11
002 2022-01-01 LEN SONNENBERG 2023-10-04
002 2021-01-01 LEN SONNENBERG 2022-10-14
002 2020-01-01 LEN SONNENBERG 2021-10-15
002 2019-01-01 LEN SONNENBERG 2020-10-11
002 2018-01-01 LEN SONNENBERG 2019-10-09
002 2017-01-01 LEN SONNENBERG 2018-10-11
002 2016-01-01 LEN SONNENBERG 2017-10-16
002 2015-01-01 LEN SONNENBERG 2016-10-16
002 2014-01-01 LEN SONNENBERG 2015-10-15
002 2013-01-01 LEN SONNENBERG 2014-10-10
002 2012-01-01 LEN SONNENBERG 2013-10-11
002 2011-01-01 LEN SONNENBERG 2012-10-09
002 2010-01-01 LEN SONNENBERG 2011-10-17

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2023-01-01	LEN SONNENBERG	2024-10-11
002	2022-01-01	LEN SONNENBERG	2023-10-04
002	2021-01-01	LEN SONNENBERG	2022-10-14
002	2020-01-01	LEN SONNENBERG	2021-10-15
002	2019-01-01	LEN SONNENBERG	2020-10-11
002	2018-01-01	LEN SONNENBERG	2019-10-09
002	2017-01-01	LEN SONNENBERG	2018-10-11
002	2016-01-01	LEN SONNENBERG	2017-10-16
002	2015-01-01	LEN SONNENBERG	2016-10-16
002	2014-01-01	LEN SONNENBERG	2015-10-15
002	2013-01-01	LEN SONNENBERG	2014-10-10
002	2012-01-01	LEN SONNENBERG	2013-10-11
002	2011-01-01	LEN SONNENBERG	2012-10-09
002	2010-01-01	LEN SONNENBERG	2011-10-17

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Company Name:	SONNENBERG & COMPANY, CPAS A PROFESSIONAL CORPORATION
Employer identification number (EIN):	953749711
NAIC Classification:	541211
NAIC Description:	Offices of Certified Public Accountants