401k Plan data: SORENSON ENGINEERING, INC. PROFIT SHARING AND 401(K) PLAN FOR TECHNICAL SUPPORT AND ADMINISTRATION EMPLOYEES plan

SORENSON ENGINEERING, INC. PROFIT SHARING AND 401(K) PLAN FOR TECHNICAL SUPPORT AND ADMINISTRATION EMPLOYEES 401k Plan overview

Plan Name	SORENSON ENGINEERING, INC. PROFIT SHARING AND 401(K) PLAN FOR TECHNICAL SUPPORT AND ADMINISTRATION EMPLOYEES
Plan identification number	002

SORENSON ENGINEERING, INC. PROFIT SHARING AND 401(K) PLAN FOR TECHNICAL SUPPORT AND ADMINISTRATION EMPLOYEES 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.
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.
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

SORENSON ENGINEERING, INC. has sponsored the creation of one or more 401k plans.

Company Name: SORENSON ENGINEERING, INC.

Employer identification number (EIN): 952104584

NAIC Classification: 332700

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SORENSON ENGINEERING, INC. PROFIT SHARING AND 401(K) PLAN FOR TECHNICAL SUPPORT AND ADMINISTRATION EMPLOYEES

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-09-01 PATRICIA ORTEGA 2024-06-14
002 2021-09-01 PATRICIA ORTEGA 2023-06-13
002 2020-09-01 PATRICIA ORTEGA 2022-06-07
002 2019-09-01 PATRICIA ORTEGA 2021-04-23
002 2015-09-01 PATRICIA ORTEGA 2017-04-20

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2022-09-01	PATRICIA ORTEGA	2024-06-14
002	2021-09-01	PATRICIA ORTEGA	2023-06-13
002	2020-09-01	PATRICIA ORTEGA	2022-06-07
002	2019-09-01	PATRICIA ORTEGA	2021-04-23
002	2015-09-01	PATRICIA ORTEGA	2017-04-20

Plan Statistics for SORENSON ENGINEERING, INC. PROFIT SHARING AND 401(K) PLAN FOR TECHNICAL SUPPORT AND ADMINISTRATION EMPLOYEES

401k plan membership statisitcs for SORENSON ENGINEERING, INC. PROFIT SHARING AND 401(K) PLAN FOR TECHNICAL SUPPORT AND ADMINISTRATION EMPLOYEES

Measure Date Value
2025: SORENSON ENGINEERING, INC. PROFIT SHARING AND 401(K) PLAN FOR TECHNICAL SUPPORT AND ADMINISTRATION EMPLOYEES 2025 401k membership
Total number of particpants at beginning of year 2025-06-13 118
Total number of particpants at end of year 2025-06-13 115
Number of Participants With Account Balances 2025-06-13 59

Measure	Date	Value
2025: SORENSON ENGINEERING, INC. PROFIT SHARING AND 401(K) PLAN FOR TECHNICAL SUPPORT AND ADMINISTRATION EMPLOYEES 2025 401k membership
Total number of particpants at beginning of year	2025-06-13	118
Total number of particpants at end of year	2025-06-13	115
Number of Participants With Account Balances	2025-06-13	59

Financial Data on SORENSON ENGINEERING, INC. PROFIT SHARING AND 401(K) PLAN FOR TECHNICAL SUPPORT AND ADMINISTRATION EMPLOYEES

Measure	Date	Value
2025 : SORENSON ENGINEERING, INC. PROFIT SHARING AND 401(K) PLAN FOR TECHNICAL SUPPORT AND ADMINISTRATION EMPLOYEES 2025 401k financial data
Total liabilities as of the end of the plan year	2025-06-13	491
Total liabilities as of the beginning of the plan year	2025-06-13	491
Total expenses incurred by plan in this plan year	2025-06-13	117625
Net assets as of the end of the plan year	2025-06-13	2152656
Total assets as of the beginning of the plan year	2025-06-13	1794753
Value of plan covered by a fidelity bond	2025-06-13	500000
Participant contributions to plan in this plan year	2025-06-13	140688
Value of participant loans at end of plan year	2025-06-13	131456
Other income to plan in this plan year	2025-06-13	269267
Plan net income in this plan year	2025-06-13	357903
Net assets as of the end of the plan year	2025-06-13	2152165
Net assets as of the beginning of the plan year	2025-06-13	1794262
Employer contributions to plan in this plan year	2025-06-13	65573
Expensese paid to adminstrative service provicers from plan in this plan year	2025-06-13	4398

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Company Name:	SORENSON ENGINEERING, INC.
Employer identification number (EIN):	952104584
NAIC Classification:	332700