2023 Form 5500 filing — Sdi Presence LLC 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 20240925094930NAL0025070496001) for Sdi Presence LLC 401(K) Plan, reported by Sdi Presence LLC under EIN 81-1357524 and plan number 001. It reports 384 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$30.7MReported net assets$30,742,268
Participants384
Provider compensation$60.6K2 Schedule C row(s)$60,621
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240925094930NAL0025070496001
- Plan sponsor
- Sdi Presence LLC
- EIN
- 81-1357524
- Plan number
- 001
- Location
- Chicago, IL
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$30.7M total assets
Net assets$30.7MLiabilities$0
Full reported line items
- Total assets (EOY)
- $30,742,268
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $30,742,268
- Employer contributions
- $681,201
- Participant contributions
- $3,513,614
- Total income / additions
- $9,508,759
- Benefits paid
- $2,587,370
- Administrative expenses
- $60,621
- Total expenses
- $2,660,905
- Net increase / (decrease)
- $6,847,854
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Rothschild Investment Corp | ADVISOR | $38,202 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $22,419 | $0 |