Sdi Industries, Inc. Profit Sharing And 401(K) Plan — Form 5500 plan (Sdi Industries, 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 Industries, Inc. Profit Sharing And 401(K) Plan is a benefit plan reported by Sdi Industries, Inc. under EIN 95-3310826 and plan number 002. The latest loaded filing year is 2023. The filing reports 232 participants and $8,927,508 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Sdi Industries, Inc.
EIN
95-3310826
Plan number
002
Plan type
2
Location
Valencia, CA
Latest filing year
2023
Participants
232
End-of-year plan assets
$8,927,508

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023232H, C20241001102655NAL0012105744002

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$8,927,508
Net assets (EOY)
$8,927,508
Net assets (BOY)
$7,723,669

Income & contributions

Employer contributions
$127,022
Participant contributions
$970,042
Total contributions
$1,104,955
Total income / additions
$2,177,371

Expenses & distributions

Benefits paid
$924,414
Administrative expenses
$44,500
Total expenses
$973,532
Net increase / (decrease)
$1,203,839

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Vance WealthBROKER$0$24,2992023
Nova Associates Inc.TPA$0$7,1302023
Voya Retirement Insurance And AnnuiSERVICE PROVIDERnot reported in the loaded dataset$02023

Related Form 5500 pages