2023 Form 5500 filing — Sdi Industries, Inc. Profit Sharing And 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 20241001102655NAL0012105744002) for Sdi Industries, Inc. Profit Sharing And 401(K) Plan, reported by Sdi Industries, Inc. under EIN 95-3310826 and plan number 002. It reports 232 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)$8.9MReported net assets$8,927,508
Participants232
Provider compensation$31.4K3 Schedule C row(s)$31,429
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241001102655NAL0012105744002
- Plan sponsor
- Sdi Industries, Inc.
- EIN
- 95-3310826
- Plan number
- 002
- Location
- Valencia, CA
- 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)$8.9M total assets
Net assets$8.9MLiabilities—
Full reported line items
- Total assets (EOY)
- $8,927,508
- Net assets (EOY)
- $8,927,508
- Employer contributions
- $127,022
- Participant contributions
- $970,042
- Total income / additions
- $2,177,371
- Benefits paid
- $924,414
- Administrative expenses
- $44,500
- Total expenses
- $973,532
- Net increase / (decrease)
- $1,203,839
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Vance Wealth | BROKER | $0 | $24,299 |
| Nova Associates Inc. | TPA | $0 | $7,130 |
| Voya Retirement Insurance And Annui | SERVICE PROVIDER | not reported in the loaded dataset | $0 |