2023 Form 5500 filing — Sdl Inc. 401(K) Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240715095154NAL0001105425001) for Sdl Inc. 401(K) Plan, reported by Sdl Inc. under EIN 04-3457981 and plan number 002. It reports 668 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240715095154NAL0001105425001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Sdl Inc.
- EIN
- 04-3457981
- Plan number
- 002
- Location
- Wakefield, MA
- Participants
- 668
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $58,188,082
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $58,188,082
- Employer contributions
- $696,387
- Participant contributions
- $2,402,474
- Total income / additions
- $8,731,417
- Benefits paid
- $2,663,559
- Administrative expenses
- $115,535
- Total expenses
- $2,791,049
- Net increase / (decrease)
- $5,940,368
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Voya Retirement Insurance & Annuity | SERVICE PROVIDER | $115,535 | not reported in the loaded dataset |
| Pensionmark Financial Group LLC | SERVICE PROVIDER | $0 | $34,263 |
| Morningstar Investment Management | SERVICE PROVIDER | $16,376 | not reported in the loaded dataset |
| Morningstar Investment Management | SERVICE PROVIDER | not reported in the loaded dataset | not reported in the loaded dataset |