Sdl Inc. 401(K) Plan — Form 5500 plan (Sdl Inc.)
Plain-English plan 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, Sdl Inc. 401(K) Plan is a benefit plan reported by Sdl Inc. under EIN 04-3457981 and plan number 002. The latest loaded filing year is 2023. The filing reports 668 participants and $58,188,082 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Sdl Inc.
- EIN
- 04-3457981
- Plan number
- 002
- Plan type
- 2
- Location
- Wakefield, MA
- Latest filing year
- 2023
- Participants
- 668
- End-of-year plan assets
- $58,188,082
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 668 | H, C | 20240715095154NAL0001105425001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $58,188,082
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $58,188,082
- Net assets (BOY)
- $52,247,714
Income & contributions
- Employer contributions
- $696,387
- Participant contributions
- $2,402,474
- Total contributions
- $4,885,705
- Total income / additions
- $8,731,417
Expenses & distributions
- Benefits paid
- $2,663,559
- Administrative expenses
- $115,535
- Total expenses
- $2,791,049
- Net increase / (decrease)
- $5,940,368
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Voya Retirement Insurance & Annuity | SERVICE PROVIDER | $115,535 | not reported in the loaded dataset | 2023 |
| Pensionmark Financial Group LLC | SERVICE PROVIDER | $0 | $34,263 | 2023 |
| Morningstar Investment Management | SERVICE PROVIDER | $16,376 | not reported in the loaded dataset | 2023 |
| Morningstar Investment Management | SERVICE PROVIDER | not reported in the loaded dataset | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Sdl Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MA
- 401(k) and benefit plan filings in Wakefield, MA
- Voya Retirement Insurance & Annuity — Schedule C compensation
- Pensionmark Financial Group LLC — Schedule C compensation
- Morningstar Investment Management — Schedule C compensation