Current Snapshot
Latest Year
2018
2018 Participants
112
2018 Assets
$2,159,080
2018 Contributions
$389,781
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
Company Timeline
Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2018 | 1 | 0 | $0 | $389,781 | - |
| SONOMA 401(K) PLAN | - | 0 | - | $389,781 | - |
| 2017 | 2 | 112 | $2,159,080 | $2,182,974 | $19,491iApproximate average salary by contribution assumption: employee only about $487,271 at 4% or $324,847 at 6%; with 50% employer match about $324,847 at 4% or $216,565 at 6%; with 100% employer match about $243,635 at 4% or $162,424 at 6%. |
| SONOMA 401(K) PLAN | - | 112 | $2,159,080 | $2,182,974 | $19,491iApproximate average salary by contribution assumption: employee only about $487,271 at 4% or $324,847 at 6%; with 50% employer match about $324,847 at 4% or $216,565 at 6%; with 100% employer match about $243,635 at 4% or $162,424 at 6%. |
| Sonoma Partners LLC. Employee Benefits Plan | - | 0 | - | - | - |
| 2016 | 1 | 120 | $0 | $0 | - |
| Sonoma Partners LLC. Employee Benefits Plan | - | 120 | - | - | - |
| 2015 | 1 | 143 | $0 | $0 | - |
| Sonoma Partners LLC. Employee Benefits Plan | - | 143 | - | - | - |
| 2014 | 1 | 136 | $0 | $0 | - |
| Sonoma Partners LLC. Employee Benefits Plan | - | 136 | - | - | - |