401(k)
2023 plan-year 401(k) DOL Form 5500

Sonnick Partners LLC 401(k) Retirement Plan

ERISA Form 5500 plan record drawn from DOL EBSA โ€” verify with linked source filings below.

Sponsored by Sonnick Partners LLC ยท New York ยท Professional & Technical Services

What the 2023 filing shows

Sonnick Partners LLC 401(k) Retirement Plan holds $23M for 250 participants - about $92,717 per participant, up 32.2% over the 2023 plan year.

$23M
total plan assets (2023 EOY)
250
covered participants
$92,717
avg assets per participant
+32.2%
assets growth YoY
Total Assets (2023)
$23M
Participants
250
State
Industry
Professional & Technical Services

What the Filing Says About Sonnick Partners LLC 401(k) Retirement Plan

Sonnick Partners LLC 401(k) Retirement Plan is a 401(k) retirement plan sponsored by Sonnick Partners LLC, headquartered in New York. As of the 2023 Form 5500 filing, the plan reports $23M in total end-of-year assets and covers 250 participants across the Professional & Technical Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 352627723, and the plan has been effective since 2011-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $18M at the beginning of 2023 to $23M at year-end โ€” a gain of 32.2%. Net assets (after liabilities) closed the year at $23M, with reported net income of $6M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows โ€” a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$18M
Total Assets (End of Year)$23M
Net Assets (End of Year)$23M
Net Income$6M
Plan Type401(k)
Employer EIN352627723
Plan Effective Date2011-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sonnick Partners LLC)

Year Plans Participants Total Assets
2022 1 194 $18M
2023 1 250 $23M
2024 1 167 N/A

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Frequently Asked Questions

How much money is in the Sonnick Partners LLC 401(k) Retirement Plan?
As of the 2023 Form 5500 filing, Sonnick Partners LLC 401(k) Retirement Plan holds $23M in total assets with 250 participants. It is sponsored by Sonnick Partners LLC.
What type of plan is Sonnick Partners LLC 401(k) Retirement Plan?
Sonnick Partners LLC 401(k) Retirement Plan is a 401(k) plan. It has been effective since 2011-01-01. The plan is filed with the U.S. Department of Labor under EIN 352627723.
Who sponsors the Sonnick Partners LLC 401(k) Retirement Plan?
Sonnick Partners LLC 401(k) Retirement Plan is sponsored by Sonnick Partners LLC, located in New York. The sponsor's EIN is 352627723 and the plan operates in the Professional & Technical Services industry.
How did Sonnick Partners LLC 401(k) Retirement Plan perform in 2023?
Sonnick Partners LLC 401(k) Retirement Plan grew by 32.2% during 2023, moving from $18M to $23M in total assets. Net income was $6M.
Where can I find official filings for Sonnick Partners LLC 401(k) Retirement Plan?
Official Form 5500 filings for Sonnick Partners LLC 401(k) Retirement Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 352627723 or plan name at efast.dol.gov.
How does Sonnick Partners LLC 401(k) Retirement Plan compare to other plans?
You can compare Sonnick Partners LLC 401(k) Retirement Plan against other 401(k) plans on the plan type page, or view plans in New York on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) โ€” original filing retrieval by EIN 352627723.

Reference: IRS Publication 560 โ€” Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B โ€” Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.