2023 Form 5500 filing — Security On-Demand 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 20240925145846NAL0027076562001) for Security On-Demand 401(K) Plan, reported by Security On-Demand, LLC under EIN 04-3587478 and plan number 001. It reports 136 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240925145846NAL0027076562001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Security On-Demand, LLC
- EIN
- 04-3587478
- Plan number
- 001
- Location
- San Diego, CA
- Participants
- 136
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,823,973
- Net assets (EOY)
- $2,823,973
- Employer contributions
- $1,014,985
- Participant contributions
- $1,387,757
- Total income / additions
- $2,940,351
- Benefits paid
- $116,316
- Administrative expenses
- $62
- Total expenses
- $116,378
- Net increase / (decrease)
- $2,823,973
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Capital Group Retirement Plan Servi | RECORDKEEPER | $21,250 | not reported in the loaded dataset |
| Cook Martin Poulson, Pc | TPA | $730 | not reported in the loaded dataset |