Plan5500

S.J. Distributors LLC — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, S.J. Distributors LLC (EIN 20-8967315) is a plan sponsor located in Milpitas, CA with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
20-8967315
Location
Milpitas, CA
Loaded plans
3
Latest filing year
2023
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$5.7MSummed across loaded plans$5,733,342
Total reported assets$5.7M$5,733,342
Total reported participants713
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$5.7M total assets
Net assets$5.7MLiabilities$0
Contributions & income
Employer contributions$214.4K
Participant contributions$1.2M
Total income / additions$2.1M
Expenses & distributions
Benefits paid / distributions$115.2K
Total expenses$103.2K
Net increase / (decrease)$2M

Data coverage

Plans with financial statements1 / 3 (33%)
Plans with provider compensation1 / 3 (33%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%S.J. Distributors, LLC. 401k Retirement Savings Plan
Participants per plan238Average across loaded plans
Loaded plans3
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    S.J. Distributors, LLC. 401k Retirement Savings Plan$5.7M
    Plan #001 · 440 participants · 2023
  2. 2
    S.J. Distributors LLC Benefit Plan #2not reported in the loaded dataset
    Plan #502 · 161 participants · 2023
  3. 3
    S.J. Distributors LLC Benefit Plan #1not reported in the loaded dataset
    Plan #501 · 112 participants · 2023

Search all 3 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for S.J. Distributors LLC
YearPlanParticipantsSchedulesFiling
2023S.J. Distributors LLC Benefit Plan #1112—20241004185631NAL0012670689001
2023S.J. Distributors LLC Benefit Plan #1168—20241004190039NAL0012674273001
2023S.J. Distributors LLC Benefit Plan #1168—20241004190218NAL0005946019001
2023S.J. Distributors LLC Benefit Plan #1217—20241004190850NAL0021160896001
2023S.J. Distributors LLC Benefit Plan #2161—20241004191036NAL0011869457001
2023S.J. Distributors LLC Benefit Plan #2207—20241004191229NAL0011873505001
2023S.J. Distributors, LLC. 401k Retirement Savings Plan440H, C20241015052758NAL0015888995001

Related Form 5500 pages