2023 Form 5500 filing — Sd Solutions 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 20251017104547NAL0007192609001) for Sd Solutions 401(K) Plan, reported by Sd Solutions LLC under EIN 27-5395662 and plan number 001. It reports 61 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20251017104547NAL0007192609001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Sd Solutions LLC
- EIN
- 27-5395662
- Plan number
- 001
- Location
- Luray, VA
- Participants
- 61
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $751,775
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $751,775
- Employer contributions
- $249,118
- Participant contributions
- $158,210
- Total income / additions
- $548,441
- Benefits paid
- $61,956
- Administrative expenses
- $4,947
- Total expenses
- $67,913
- Net increase / (decrease)
- $480,528
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Life Insurance Company | RECORDKEEPER | $2,604 | $0 |
| Dwc-The 401(K) Experts | TPA | $2,343 | $0 |