2023 Form 5500 filing — Sdac 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 20241015104611NAL0016170003001) for Sdac 401(K) Plan, reported by South Dade Air Conditioning & Refrigeration, Inc. Dba Sdac under EIN 59-2547687 and plan number 001. It reports 178 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015104611NAL0016170003001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- South Dade Air Conditioning & Refrigeration, Inc. Dba Sdac
- EIN
- 59-2547687
- Plan number
- 001
- Location
- Selma, AL
- Participants
- 178
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,479,994
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,479,994
- Employer contributions
- $1,065,471
- Participant contributions
- $471,794
- Total income / additions
- $2,525,244
- Benefits paid
- $1,403,718
- Administrative expenses
- $77,996
- Total expenses
- $1,486,314
- Net increase / (decrease)
- $1,038,930
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $28,322 | $0 |
| Jamisonmoneyfarmer Pc | AUDITOR | $21,500 | not reported in the loaded dataset |
| Regions Bank Dba Regions Trust | OTHER | $19,675 | not reported in the loaded dataset |
| Horne Llp | INVESTMENT ADVISOR | $15,000 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $2,124 | not reported in the loaded dataset |