Civic Intelligence

Sonas Financial Group Inc.

Plan context: Sonas Financial Group Inc. 401(K) Plan

EIN 75-3075690 • Kansas City, MO • 11 filings • 1 plans

9229 Ward ParkwaySuite 300Kansas City, MO 64114
Current Snapshot

Latest Year

2024

2024 Participants

3

2024 Assets

$1,211,618

2024 Contributions

$85,248

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$1,211,618$605,809$0201420192024YearValue
$1,211,618Latest year 2024

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

530201420192024YearValue
3Latest year 2024

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 / FilingFilingsParticipantsAssetsContributionsContrib./Participant
202413$1,211,618$85,248$28,416iApproximate average salary by contribution assumption: employee only about $710,400 at 4% or $473,600 at 6%; with 50% employer match about $473,600 at 4% or $315,733 at 6%; with 100% employer match about $355,200 at 4% or $236,800 at 6%.
Sonas Financial Group Inc. 401(K) Plan-3$1,211,618$85,248$28,416iApproximate average salary by contribution assumption: employee only about $710,400 at 4% or $473,600 at 6%; with 50% employer match about $473,600 at 4% or $315,733 at 6%; with 100% employer match about $355,200 at 4% or $236,800 at 6%.
202313$979,679$82,685$27,562iApproximate average salary by contribution assumption: employee only about $689,042 at 4% or $459,361 at 6%; with 50% employer match about $459,361 at 4% or $306,241 at 6%; with 100% employer match about $344,521 at 4% or $229,681 at 6%.
Sonas Financial Group Inc. 401(K) Plan-3$979,679$82,685$27,562iApproximate average salary by contribution assumption: employee only about $689,042 at 4% or $459,361 at 6%; with 50% employer match about $459,361 at 4% or $306,241 at 6%; with 100% employer match about $344,521 at 4% or $229,681 at 6%.
202213$742,180$74,302$24,767iApproximate average salary by contribution assumption: employee only about $619,183 at 4% or $412,789 at 6%; with 50% employer match about $412,789 at 4% or $275,193 at 6%; with 100% employer match about $309,592 at 4% or $206,394 at 6%.
Sonas Financial Group Inc. 401(K) Plan-3$742,180$74,302$24,767iApproximate average salary by contribution assumption: employee only about $619,183 at 4% or $412,789 at 6%; with 50% employer match about $412,789 at 4% or $275,193 at 6%; with 100% employer match about $309,592 at 4% or $206,394 at 6%.
202113$819,151$74,406$24,802iApproximate average salary by contribution assumption: employee only about $620,050 at 4% or $413,367 at 6%; with 50% employer match about $413,367 at 4% or $275,578 at 6%; with 100% employer match about $310,025 at 4% or $206,683 at 6%.
Sonas Financial Group Inc. 401(K) Plan-3$819,151$74,406$24,802iApproximate average salary by contribution assumption: employee only about $620,050 at 4% or $413,367 at 6%; with 50% employer match about $413,367 at 4% or $275,578 at 6%; with 100% employer match about $310,025 at 4% or $206,683 at 6%.
202013$651,168$67,490$22,497iApproximate average salary by contribution assumption: employee only about $562,417 at 4% or $374,944 at 6%; with 50% employer match about $374,944 at 4% or $249,963 at 6%; with 100% employer match about $281,208 at 4% or $187,472 at 6%.
Sonas Financial Group Inc. 401(K) Plan-3$651,168$67,490$22,497iApproximate average salary by contribution assumption: employee only about $562,417 at 4% or $374,944 at 6%; with 50% employer match about $374,944 at 4% or $249,963 at 6%; with 100% employer match about $281,208 at 4% or $187,472 at 6%.
201914$491,853$61,958$15,490iApproximate average salary by contribution assumption: employee only about $387,238 at 4% or $258,158 at 6%; with 50% employer match about $258,158 at 4% or $172,106 at 6%; with 100% employer match about $193,619 at 4% or $129,079 at 6%.
Sonas Financial Group Inc. 401(K) Plan-4$491,853$61,958$15,490iApproximate average salary by contribution assumption: employee only about $387,238 at 4% or $258,158 at 6%; with 50% employer match about $258,158 at 4% or $172,106 at 6%; with 100% employer match about $193,619 at 4% or $129,079 at 6%.
201814$340,669$69,757$17,439iApproximate average salary by contribution assumption: employee only about $435,981 at 4% or $290,654 at 6%; with 50% employer match about $290,654 at 4% or $193,769 at 6%; with 100% employer match about $217,991 at 4% or $145,327 at 6%.
Sonas Financial Group Inc. 401(K) Plan-4$340,669$69,757$17,439iApproximate average salary by contribution assumption: employee only about $435,981 at 4% or $290,654 at 6%; with 50% employer match about $290,654 at 4% or $193,769 at 6%; with 100% employer match about $217,991 at 4% or $145,327 at 6%.
201715$360,686$73,997$14,799iApproximate average salary by contribution assumption: employee only about $369,985 at 4% or $246,657 at 6%; with 50% employer match about $246,657 at 4% or $164,438 at 6%; with 100% employer match about $184,993 at 4% or $123,328 at 6%.
Sonas Financial Group Inc. 401(K) Plan-5$360,686$73,997$14,799iApproximate average salary by contribution assumption: employee only about $369,985 at 4% or $246,657 at 6%; with 50% employer match about $246,657 at 4% or $164,438 at 6%; with 100% employer match about $184,993 at 4% or $123,328 at 6%.
201615$231,721$147,199$29,440iApproximate average salary by contribution assumption: employee only about $735,995 at 4% or $490,663 at 6%; with 50% employer match about $490,663 at 4% or $327,109 at 6%; with 100% employer match about $367,998 at 4% or $245,332 at 6%.
Sonas Financial Group Inc. 401(K) Plan-5$231,721$147,199$29,440iApproximate average salary by contribution assumption: employee only about $735,995 at 4% or $490,663 at 6%; with 50% employer match about $490,663 at 4% or $327,109 at 6%; with 100% employer match about $367,998 at 4% or $245,332 at 6%.
201514$73,263$56,129$14,032iApproximate average salary by contribution assumption: employee only about $350,806 at 4% or $233,871 at 6%; with 50% employer match about $233,871 at 4% or $155,914 at 6%; with 100% employer match about $175,403 at 4% or $116,935 at 6%.
Sonas Financial Group Inc. 401(K) Plan-4$73,263$56,129$14,032iApproximate average salary by contribution assumption: employee only about $350,806 at 4% or $233,871 at 6%; with 50% employer match about $233,871 at 4% or $155,914 at 6%; with 100% employer match about $175,403 at 4% or $116,935 at 6%.
201413$17,945$17,754$5,918iApproximate average salary by contribution assumption: employee only about $147,950 at 4% or $98,633 at 6%; with 50% employer match about $98,633 at 4% or $65,756 at 6%; with 100% employer match about $73,975 at 4% or $49,317 at 6%.
Sonas Financial Group Inc. 401(K) Plan-3$17,945$17,754$5,918iApproximate average salary by contribution assumption: employee only about $147,950 at 4% or $98,633 at 6%; with 50% employer match about $98,633 at 4% or $65,756 at 6%; with 100% employer match about $73,975 at 4% or $49,317 at 6%.