2023 Form 5500 filing — Sdi Gas, LLC Profit Sharing 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 20241015132046NAL0028554609001) for Sdi Gas, LLC Profit Sharing Plan, reported by Sdi Gas LLC under EIN 47-4771899 and plan number 001. It reports 237 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015132046NAL0028554609001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Sdi Gas LLC
- EIN
- 47-4771899
- Plan number
- 001
- Location
- Mt. Morris, PA
- Participants
- 237
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,289,892
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,289,892
- Employer contributions
- $123,451
- Participant contributions
- $292,988
- Total income / additions
- $1,128,143
- Benefits paid
- $807,930
- Administrative expenses
- $25,740
- Total expenses
- $833,670
- Net increase / (decrease)
- $294,473
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Stadion Money Management | SERVICE PROVIDER | $10,890 | not reported in the loaded dataset |
| Lincoln National Corporation | SERVICE PROVIDER | $10,140 | $0 |
| Dunbar, Bender & Zapf, Inc. | TPA | $4,709 | not reported in the loaded dataset |