2023 Form 5500 filing — Sdi Innovations, Inc. Retirement Readiness 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 20240820091432NAL0004244176001) for Sdi Innovations, Inc. Retirement Readiness 401(K)Plan, reported by Sdi Innovations, Inc. under EIN 35-1682570 and plan number 001. It reports 135 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240820091432NAL0004244176001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Sdi Innovations, Inc.
- EIN
- 35-1682570
- Plan number
- 001
- Location
- Lafayette, IN
- Participants
- 135
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $13,544,314
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,544,314
- Employer contributions
- $305,681
- Participant contributions
- $545,580
- Total income / additions
- $3,135,864
- Benefits paid
- $401,589
- Administrative expenses
- $74,214
- Total expenses
- $475,803
- Net increase / (decrease)
- $2,660,061
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Wilshire Associates Inc. (Usa) | RIA | $2,446 | not reported in the loaded dataset |