Sdii Global, LLC 401(K) Savings Plan — Form 5500 plan (Sdii Global, LLC)

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, Sdii Global, LLC 401(K) Savings Plan is a benefit plan reported by Sdii Global, LLC under EIN 59-2954768 and plan number 001. The latest loaded filing year is 2023. The filing reports 135 participants and $4,647,158 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$4.6MPlan net assets, end of year$4,647,158
Participants135Covered participants reported
Assets / participant$34.4KComputed: assets ÷ participants$34,423 (computed)
Provider compensation$43.3K3 Schedule C provider row(s)$43,348
Plan sponsor
Sdii Global, LLC
EIN
59-2954768
Plan number
001
Plan type
2
Location
Tampa, FL
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023135H, C20250430213524NAL0002521377001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$4.6M total assets
Net assets$4.6MLiabilities$0
Money in vs. money out
Total income / additions$1.2M
Total expenses$562K
Benefits paid / distributions$508.9K
Contributions
Employer$55.3K
Participant$415K
Full reported line items

Net assets

Total assets (EOY)
$4,647,158
Total liabilities (EOY)
$0
Net assets (EOY)
$4,647,158
Net assets (BOY)
$4,038,611

Income & contributions

Employer contributions
$55,310
Participant contributions
$415,034
Total contributions
$507,862
Total income / additions
$1,170,579

Expenses & distributions

Benefits paid
$508,869
Administrative expenses
$43,348
Total expenses
$562,032
Net increase / (decrease)
$608,547
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 12%Participant 88%
Total expenses ÷ net assets12%Computed ratio
Benefits paid ÷ total income43%Computed ratio
Provider comp. ÷ net assets1%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance Company ORECORDKEEPER$16,825$02023
Synovus Trust Company N.A.OTHER$13,481not reported in the loaded dataset2023
Empower Advisory Group, LLCINVESTMENT MGMT$13,042not reported in the loaded dataset2023

Related Form 5500 pages