Sdac 401(K) Plan — Form 5500 plan (South Dade Air Conditioning & Refrigeration, Inc. Dba Sdac)
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, Sdac 401(K) Plan is a benefit plan reported by South Dade Air Conditioning & Refrigeration, Inc. Dba Sdac under EIN 59-2547687 and plan number 001. The latest loaded filing year is 2023. The filing reports 178 participants and $5,479,994 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- South Dade Air Conditioning & Refrigeration, Inc. Dba Sdac
- EIN
- 59-2547687
- Plan number
- 001
- Plan type
- 2
- Location
- Selma, AL
- Latest filing year
- 2023
- Participants
- 178
- End-of-year plan assets
- $5,479,994
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 178 | H, C | 20241015104611NAL0016170003001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,479,994
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,479,994
- Net assets (BOY)
- $4,441,064
Income & contributions
- Employer contributions
- $1,065,471
- Participant contributions
- $471,794
- Total contributions
- $1,781,528
- Total income / additions
- $2,525,244
Expenses & distributions
- Benefits paid
- $1,403,718
- Administrative expenses
- $77,996
- Total expenses
- $1,486,314
- Net increase / (decrease)
- $1,038,930
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $28,322 | $0 | 2023 |
| Jamisonmoneyfarmer Pc | AUDITOR | $21,500 | not reported in the loaded dataset | 2023 |
| Regions Bank Dba Regions Trust | OTHER | $19,675 | not reported in the loaded dataset | 2023 |
| Horne Llp | INVESTMENT ADVISOR | $15,000 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $2,124 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for South Dade Air Conditioning & Refrigeration, Inc. Dba Sdac
- 2023 Form 5500 filing
- Form 5500 filings in AL
- 401(k) and benefit plan filings in Selma, AL
- Empower Annuity Insurance Company O — Schedule C compensation
- Jamisonmoneyfarmer Pc — Schedule C compensation
- Regions Bank Dba Regions Trust — Schedule C compensation
- Horne Llp — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation