2023 Form 5500 filing — Sfh, Inc. 401(K) Retirement 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 20241015163814NAL0015093539001) for Sfh, Inc. 401(K) Retirement Plan, reported by Sfh, Inc. under EIN 45-0434920 and plan number 001. It reports 271 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)$17.1MReported net assets$17,082,137
Participants271
Provider compensation$7.7K3 Schedule C row(s)$7,670
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241015163814NAL0015093539001
Plan sponsor
Sfh, Inc.
EIN
45-0434920
Plan number
001
Location
Fargo, ND
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)$17.1M total assets
Net assets$17.1MLiabilities$0
Money in vs. money out
Total income / additions$4.1M
Total expenses$636K
Benefits paid / distributions$549.4K
Contributions
Employer$537.1K
Participant$1M
Full reported line items
Total assets (EOY)
$17,082,137
Total liabilities (EOY)
$0
Net assets (EOY)
$17,082,137
Employer contributions
$537,130
Participant contributions
$1,013,073
Total income / additions
$4,149,496
Benefits paid
$549,397
Administrative expenses
$77,023
Total expenses
$636,047
Net increase / (decrease)
$3,513,449

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Pentegra Services IncCONTRACT ADMIN$3,960not reported in the loaded dataset
First International Bank & TrustINVESTMENT ADVISOR$3,710not reported in the loaded dataset
Empower Annuity Insurance CompanyRECORDKEEPER$0$0

Related Form 5500 pages