Sdi Innovations, Inc. Retirement Readiness 401(K)Plan — Form 5500 plan (Sdi Innovations, Inc.)

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, Sdi Innovations, Inc. Retirement Readiness 401(K)Plan is a benefit plan reported by Sdi Innovations, Inc. under EIN 35-1682570 and plan number 001. The latest loaded filing year is 2023. The filing reports 135 participants and $13,544,314 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Sdi Innovations, Inc.
EIN
35-1682570
Plan number
001
Plan type
2
Location
Lafayette, IN
Latest filing year
2023
Participants
135
End-of-year plan assets
$13,544,314

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023135H, C20240820091432NAL0004244176001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$13,544,314
Total liabilities (EOY)
$0
Net assets (EOY)
$13,544,314
Net assets (BOY)
$10,884,253

Income & contributions

Employer contributions
$305,681
Participant contributions
$545,580
Total contributions
$863,314
Total income / additions
$3,135,864

Expenses & distributions

Benefits paid
$401,589
Administrative expenses
$74,214
Total expenses
$475,803
Net increase / (decrease)
$2,660,061

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Wilshire Associates Inc. (Usa)RIA$2,446not reported in the loaded dataset2023

Related Form 5500 pages