Plan5500

Sd Solutions 401(K) Plan — Form 5500 plan (Sd Solutions LLC)

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, Sd Solutions 401(K) Plan is a benefit plan reported by Sd Solutions LLC under EIN 27-5395662 and plan number 001. The latest loaded filing year is 2023. The filing reports 61 participants and $751,775 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Sd Solutions LLC
EIN
27-5395662
Plan number
001
Plan type
2
Location
Luray, VA
Latest filing year
2023
Participants
61
End-of-year plan assets
$751,775

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202361H, C20251017104547NAL0007192609001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$751,775
Total liabilities (EOY)
$0
Net assets (EOY)
$751,775
Net assets (BOY)
$0

Income & contributions

Employer contributions
$249,118
Participant contributions
$158,210
Total contributions
$496,324
Total income / additions
$548,441

Expenses & distributions

Benefits paid
$61,956
Administrative expenses
$4,947
Total expenses
$67,913
Net increase / (decrease)
$480,528

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Transamerica Life Insurance CompanyRECORDKEEPER$2,604$02023
Dwc-The 401(K) ExpertsTPA$2,343$02023

Related Form 5500 pages