2023 Form 5500 filing — S.J. Distributors, LLC. 401k Retirement Savings 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 20241015052758NAL0015888995001) for S.J. Distributors, LLC. 401k Retirement Savings Plan, reported by S.J. Distributors, LLC under EIN 20-8967315 and plan number 001. It reports 440 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$5.7MReported net assets$5,733,342
Participants440
Provider compensation$3.6K1 Schedule C row(s)$3,645
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241015052758NAL0015888995001
Plan sponsor
S.J. Distributors, LLC
EIN
20-8967315
Plan number
001
Location
Milpitas, CA
Received date
not reported in the loaded dataset
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$5.7M total assets
Net assets$5.7MLiabilities$0
Money in vs. money out
Total income / additions$2.1M
Total expenses$103.2K
Benefits paid / distributions$115.2K
Contributions
Employer$214.4K
Participant$1.2M
Full reported line items
Total assets (EOY)
$5,733,342
Total liabilities (EOY)
$0
Net assets (EOY)
$5,733,342
Employer contributions
$214,443
Participant contributions
$1,180,071
Total income / additions
$2,138,372
Benefits paid
$115,236
Administrative expenses
$3,646
Total expenses
$103,195
Net increase / (decrease)
$2,035,177

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Adp, Inc.RECORD KEEPER$3,645$0

Related Form 5500 pages