2023 Form 5500 filing — Samsung Sdi America, Inc. Profit

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 20241013101654NAL0049115794001) for Samsung Sdi America, Inc. Profit, reported by Samsung Sdi America, Inc. under EIN 95-4166217 and plan number 001. It reports 681 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)$21.5MReported net assets$21,491,788

Participants681

Provider compensation$126.3K3 Schedule C row(s)$126,303

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20241013101654NAL0049115794001
Plan sponsor: Samsung Sdi America, Inc.
EIN: 95-4166217
Plan number: 001
Location: San Jose, 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 H · 2023

Reported financial snapshot

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

Reported balance (end of year)$21.5M total assets

Net assets$21.5MLiabilities$0

Money in vs. money out

Total income / additions$8.4M

Total expenses$1.5M

Benefits paid / distributions$1.4M

Contributions

Employer$1.5M

Participant$2.8M

Full reported line items

Total assets (EOY): $21,491,788
Total liabilities (EOY): $0
Net assets (EOY): $21,491,788
Employer contributions: $1,537,266
Participant contributions: $2,835,608
Total income / additions: $8,356,842
Benefits paid: $1,357,128
Administrative expenses: $126,304
Total expenses: $1,484,288
Net increase / (decrease): $6,872,554

Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

1
Adp, Inc.$64.5K
RECORD KEEPER · Direct $64.5K · Indirect $0
2
Morgan Stanley Smith Barney$61.8K
INVESTMENT/FINANCIAL ADVI · Direct $61.8K · Indirect $0
3
Adp Broker-Dealer$0
RECORD KEEPER · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241013101654NAL0049115794001 cover?: It is the 2023 Form 5500 filing for Samsung Sdi America, Inc. Profit, reported by Samsung Sdi America, Inc. (EIN 95-4166217).
Which Form 5500 schedules are attached to this 2023 filing?: Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).