Sdc 401(K) Plan — Form 5500 plan (S & D Capital)
Plain-English plan 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, Sdc 401(K) Plan is a benefit plan reported by S & D Capital under EIN 27-2800527 and plan number 002. The latest loaded filing year is 2023. The filing reports 16 participants and $1,294,270 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- S & D Capital
- EIN
- 27-2800527
- Plan number
- 002
- Plan type
- 2
- Location
- Oregon, OH
- Latest filing year
- 2023
- Participants
- 16
- End-of-year plan assets
- $1,294,270
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 16 | I | 20240924084851NAL0025726450001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $1,294,270
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,294,270
- Net assets (BOY)
- $0
Income & contributions
- Employer contributions
- $28,561
- Participant contributions
- $88,534
- Total income / additions
- $197,455
Expenses & distributions
- Benefits paid
- $25,831
- Administrative expenses
- $1,487
- Total expenses
- $27,318
- Net increase / (decrease)
- $170,137
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.