2023 Form 5500 filing — Srd, Inc. 401(K) Plan

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240514130808NAL0063331794001) for Srd, Inc. 401(K) Plan, reported by Srd, Inc. under EIN 65-1080679 and plan number 001. It reports 19 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$1.7MReported net assets$1,651,235
Participants19
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240514130808NAL0063331794001
Plan sponsor
Srd, Inc.
EIN
65-1080679
Plan number
001
Location
Tampa, FL
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$1.7M total assets
Net assets$1.7MLiabilities$0
Money in vs. money out
Total income / additions$619.4K
Total expenses$869.1K
Benefits paid / distributions$862.6K
Contributions
Employer$70.8K
Participant$160.3K
Full reported line items
Total assets (EOY)
$1,651,235
Total liabilities (EOY)
$0
Net assets (EOY)
$1,651,235
Employer contributions
$70,770
Participant contributions
$160,310
Total income / additions
$619,380
Benefits paid
$862,593
Administrative expenses
$6,554
Total expenses
$869,147
Net increase / (decrease)
-$249,767

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240514130808NAL0063331794001 cover?
It is the 2023 Form 5500 filing for Srd, Inc. 401(K) Plan, reported by Srd, Inc. (EIN 65-1080679).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages