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SONENSHINE PARTNERS, LLC 401(K) PLAN 401k Plan overview

Plan NameSONENSHINE PARTNERS, LLC 401(K) PLAN
Plan identification number 002

SONENSHINE PARTNERS, LLC 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • 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.
  • Plan covering Self-Employed individuals.
  • 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

SONENSHINE PARTNERS, LLC has sponsored the creation of one or more 401k plans.

Company Name:SONENSHINE PARTNERS, LLC
Employer identification number (EIN):134087002
NAIC Classification:523110
NAIC Description:Investment Banking and Securities Dealing

Additional information about SONENSHINE PARTNERS, LLC

Jurisdiction of Incorporation: State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number: 3122777

More information about SONENSHINE PARTNERS, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SONENSHINE PARTNERS, LLC 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01MARSHALL SONENSHINE2024-09-25 MARSHALL SONENSHINE2024-09-25
0022022-01-01MARSHALL SONENSHINE2023-10-12 MARSHALL SONENSHINE2023-10-12
0022021-01-01MARSHALL SONENSHINE2022-10-03 MARSHALL SONENSHINE2022-10-03
0022020-01-01AMY IANDOLI2021-09-16 AMY IANDOLI2021-09-16
0022019-01-01NICOLE PARDEE2020-10-07 NICOLE PARDEE2020-10-07
0022018-01-01JANIS INZILLO
0022018-01-01JANIS INZILLO2019-10-14 JANIS INZILLO2019-10-14
0022017-01-01JANIS INZILLO
0022017-01-01JANIS INZILLO2019-07-30 JANIS INZILLO2019-07-30
0022016-01-01JANIS INZILLO
0022016-01-01JANIS INZILLO2019-07-30 JANIS INZILLO2019-07-30
0022016-01-01JANIS INZILLO2019-07-30 JANIS INZILLO2019-07-30
0022015-01-01JANIS INZILLO
0022015-01-01JANIS INZILLO2019-07-30 JANIS INZILLO2019-07-30
0022014-01-01JANIS INZILLO
0022013-01-01JANIS INZILLO

Financial Data on SONENSHINE PARTNERS, LLC 401(K) PLAN

Measure Date Value
2025 : SONENSHINE PARTNERS, LLC 401(K) PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-09-15259347
Net assets as of the end of the plan year2025-09-151495326
Total assets as of the beginning of the plan year2025-09-151419624
Value of plan covered by a fidelity bond2025-09-15300000
Participant contributions to plan in this plan year2025-09-15103310
Value of participant loans at end of plan year2025-09-1515200
Other income to plan in this plan year2025-09-15137153
Plan net income in this plan year2025-09-1575702
Net assets as of the end of the plan year2025-09-151495326
Net assets as of the beginning of the plan year2025-09-151419624
Employer contributions to plan in this plan year2025-09-1594586
Fees paid to broker by Benefit Provider2025-09-1514843
Expensese paid to adminstrative service provicers from plan in this plan year2025-09-1512729
2024 : SONENSHINE PARTNERS, LLC 401(K) PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-09-25109530
Net assets as of the end of the plan year2024-09-251419624
Total assets as of the beginning of the plan year2024-09-251138510
Value of plan covered by a fidelity bond2024-09-25300000
Participant contributions to plan in this plan year2024-09-25100592
Other income to plan in this plan year2024-09-25175279
Plan net income in this plan year2024-09-25281114
Net assets as of the end of the plan year2024-09-251419624
Net assets as of the beginning of the plan year2024-09-251138510
Employer contributions to plan in this plan year2024-09-25114773
Expensese paid to adminstrative service provicers from plan in this plan year2024-09-2510465
2018 : SONENSHINE PARTNERS, LLC 401(K) PLAN 2018 401k financial data
Transfers to/from the plan2018-12-31$0
Total plan liabilities at end of year2018-12-31$0
Total plan liabilities at beginning of year2018-12-31$0
Total income from all sources2018-12-31$165,180
Expenses. Total of all expenses incurred2018-12-31$138,372
Benefits paid (including direct rollovers)2018-12-31$130,801
Total plan assets at end of year2018-12-31$1,549,684
Total plan assets at beginning of year2018-12-31$1,522,876
Value of fidelity bond covering the plan2018-12-31$300,000
Total contributions received or receivable from participants2018-12-31$126,995
Expenses. Other expenses not covered elsewhere2018-12-31$0
Contributions received from other sources (not participants or employers)2018-12-31$0
Other income received2018-12-31$-59,066
Noncash contributions received2018-12-31$0
Net income (gross income less expenses)2018-12-31$26,808
Net plan assets at end of year (total assets less liabilities)2018-12-31$1,549,684
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$1,522,876
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022018-12-31$3,421
Total contributions received or receivable from employer(s)2018-12-31$97,251
Value of certain deemed distributions of participant loans2018-12-31$0
Value of corrective distributions2018-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$7,571
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
2017 : SONENSHINE PARTNERS, LLC 401(K) PLAN 2017 401k financial data
Transfers to/from the plan2017-12-31$0
Total plan liabilities at end of year2017-12-31$0
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$321,130
Expenses. Total of all expenses incurred2017-12-31$1,036,224
Benefits paid (including direct rollovers)2017-12-31$1,028,853
Total plan assets at end of year2017-12-31$1,522,876
Total plan assets at beginning of year2017-12-31$2,237,970
Value of fidelity bond covering the plan2017-12-31$300,000
Total contributions received or receivable from participants2017-12-31$59,660
Expenses. Other expenses not covered elsewhere2017-12-31$0
Contributions received from other sources (not participants or employers)2017-12-31$0
Other income received2017-12-31$218,827
Noncash contributions received2017-12-31$0
Net income (gross income less expenses)2017-12-31$-715,094
Net plan assets at end of year (total assets less liabilities)2017-12-31$1,522,876
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$2,237,970
Total contributions received or receivable from employer(s)2017-12-31$42,643
Value of certain deemed distributions of participant loans2017-12-31$0
Value of corrective distributions2017-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$7,371
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
2016 : SONENSHINE PARTNERS, LLC 401(K) PLAN 2016 401k financial data
Transfers to/from the plan2016-12-31$0
Total plan liabilities at end of year2016-12-31$0
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$310,453
Expenses. Total of all expenses incurred2016-12-31$32,460
Benefits paid (including direct rollovers)2016-12-31$29,255
Total plan assets at end of year2016-12-31$2,237,970
Total plan assets at beginning of year2016-12-31$1,959,977
Value of fidelity bond covering the plan2016-12-31$300,000
Total contributions received or receivable from participants2016-12-31$124,220
Expenses. Other expenses not covered elsewhere2016-12-31$0
Contributions received from other sources (not participants or employers)2016-12-31$4,826
Other income received2016-12-31$108,176
Noncash contributions received2016-12-31$0
Net income (gross income less expenses)2016-12-31$277,993
Net plan assets at end of year (total assets less liabilities)2016-12-31$2,237,970
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$1,959,977
Total contributions received or receivable from employer(s)2016-12-31$73,231
Value of certain deemed distributions of participant loans2016-12-31$0
Value of corrective distributions2016-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$3,205
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : SONENSHINE PARTNERS, LLC 401(K) PLAN 2015 401k financial data
Transfers to/from the plan2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$206,736
Expenses. Total of all expenses incurred2015-12-31$81,077
Benefits paid (including direct rollovers)2015-12-31$78,655
Total plan assets at end of year2015-12-31$1,959,977
Total plan assets at beginning of year2015-12-31$1,834,318
Value of fidelity bond covering the plan2015-12-31$300,000
Total contributions received or receivable from participants2015-12-31$126,675
Contributions received from other sources (not participants or employers)2015-12-31$10,677
Other income received2015-12-31$-70,503
Net income (gross income less expenses)2015-12-31$125,659
Net plan assets at end of year (total assets less liabilities)2015-12-31$1,959,977
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$1,834,318
Total contributions received or receivable from employer(s)2015-12-31$139,887
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$2,422
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : SONENSHINE PARTNERS, LLC 401(K) PLAN 2014 401k financial data
Transfers to/from the plan2014-12-31$0
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$422,110
Expenses. Total of all expenses incurred2014-12-31$35,307
Benefits paid (including direct rollovers)2014-12-31$33,012
Total plan assets at end of year2014-12-31$1,834,318
Total plan assets at beginning of year2014-12-31$1,447,515
Value of fidelity bond covering the plan2014-12-31$300,000
Total contributions received or receivable from participants2014-12-31$153,336
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$102,270
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$386,803
Net plan assets at end of year (total assets less liabilities)2014-12-31$1,834,318
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$1,447,515
Total contributions received or receivable from employer(s)2014-12-31$166,504
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$2,295
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : SONENSHINE PARTNERS, LLC 401(K) PLAN 2013 401k financial data
Transfers to/from the plan2013-12-31$1,018,346
Total plan liabilities at end of year2013-12-31$0
Total plan liabilities at beginning of year2013-12-31$0
Total income from all sources2013-12-31$476,079
Expenses. Total of all expenses incurred2013-12-31$46,910
Benefits paid (including direct rollovers)2013-12-31$45,376
Total plan assets at end of year2013-12-31$1,447,515
Total plan assets at beginning of year2013-12-31$0
Total contributions received or receivable from participants2013-12-31$145,945
Expenses. Other expenses not covered elsewhere2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$4,392
Other income received2013-12-31$158,267
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$429,169
Net plan assets at end of year (total assets less liabilities)2013-12-31$1,447,515
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$0
Total contributions received or receivable from employer(s)2013-12-31$167,475
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$1,534
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0

Form 5500 Responses for SONENSHINE PARTNERS, LLC 401(K) PLAN

2018: SONENSHINE PARTNERS, LLC 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: SONENSHINE PARTNERS, LLC 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: SONENSHINE PARTNERS, LLC 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: SONENSHINE PARTNERS, LLC 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: SONENSHINE PARTNERS, LLC 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: SONENSHINE PARTNERS, LLC 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01First time form 5500 has been submittedYes
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number524012
Policy instance 1
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number524012
Policy instance 1
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number524012
Policy instance 1
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number524012
Policy instance 1
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number524012
Policy instance 1

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