2023 Form 5500 filing — Sdi Stores, LLC 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 20250417142120NAL0000606371001) for Sdi Stores, LLC 401(K) Plan, reported by Sdi Stores, LLC under EIN 82-1264751 and plan number 004. It reports 798 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250417142120NAL0000606371001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Sdi Stores, LLC
- EIN
- 82-1264751
- Plan number
- 004
- Location
- Meriden, CT
- Participants
- 798
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $34,642,086
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $34,642,086
- Employer contributions
- $163,639
- Participant contributions
- $714,607
- Total income / additions
- $6,362,640
- Benefits paid
- $2,492,636
- Administrative expenses
- $159,052
- Total expenses
- $2,668,392
- Net increase / (decrease)
- $3,694,248
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $96,515 | $0 |
| Mercer Investments LLC | NONE | $47,512 | not reported in the loaded dataset |
| Berry, Dunn, Mcneil & Parker LLC | NONE | $15,200 | not reported in the loaded dataset |