Sfh, Inc. 401(K) Retirement Plan — Form 5500 plan (Sfh, 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, Sfh, Inc. 401(K) Retirement Plan is a benefit plan reported by Sfh, Inc. under EIN 45-0434920 and plan number 001. The latest loaded filing year is 2023. The filing reports 271 participants and $17,082,137 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Sfh, Inc.
EIN
45-0434920
Plan number
001
Plan type
2
Location
Fargo, ND
Latest filing year
2023
Participants
271
End-of-year plan assets
$17,082,137

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023271H, C20241015163814NAL0015093539001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$17,082,137
Total liabilities (EOY)
$0
Net assets (EOY)
$17,082,137
Net assets (BOY)
$13,568,688

Income & contributions

Employer contributions
$537,130
Participant contributions
$1,013,073
Total contributions
$1,614,162
Total income / additions
$4,149,496

Expenses & distributions

Benefits paid
$549,397
Administrative expenses
$77,023
Total expenses
$636,047
Net increase / (decrease)
$3,513,449

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Pentegra Services IncCONTRACT ADMIN$3,960not reported in the loaded dataset2023
First International Bank & TrustINVESTMENT ADVISOR$3,710not reported in the loaded dataset2023
Empower Annuity Insurance CompanyRECORDKEEPER$0$02023

Related Form 5500 pages