2023 Form 5500 filing — Sd&A Teleservices, 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 20240729111135NAL0042154210001) for Sd&A Teleservices, Inc. 401(K) Plan, reported by Sd&A Teleservices, Inc. under EIN 20-0883414 and plan number 001. It reports 189 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$4.1MReported net assets$4,058,822
Participants189
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240729111135NAL0042154210001
Plan sponsor
Sd&A Teleservices, Inc.
EIN
20-0883414
Plan number
001
Location
Los Angeles, CA
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)$4.1M total assets
Net assets$4.1MLiabilities$0
Money in vs. money out
Total income / additions$864.7K
Total expenses$100.3K
Benefits paid / distributions$79.5K
Contributions
Employer$624
Participant$226.1K
Full reported line items
Total assets (EOY)
$4,058,822
Total liabilities (EOY)
$0
Net assets (EOY)
$4,058,822
Employer contributions
$624
Participant contributions
$226,139
Total income / additions
$864,665
Benefits paid
$79,505
Administrative expenses
$1,053
Total expenses
$100,288
Net increase / (decrease)
$764,377

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240729111135NAL0042154210001 cover?
It is the 2023 Form 5500 filing for Sd&A Teleservices, Inc. 401(K) Plan, reported by Sd&A Teleservices, Inc. (EIN 20-0883414).
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