Sdi Education, Inc. Employee Stock Ownership Plan — Form 5500 plan (Sdi Education, 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, Sdi Education, Inc. Employee Stock Ownership Plan is a benefit plan reported by Sdi Education, Inc. under EIN 83-1807964 and plan number 002. The latest loaded filing year is 2023. The filing reports 159 participants and $68,731,309 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Sdi Education, Inc.
- EIN
- 83-1807964
- Plan number
- 002
- Plan type
- 2
- Location
- Tempe, AZ
- Latest filing year
- 2023
- Participants
- 159
- End-of-year plan assets
- $68,731,309
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 159 | H | 20240911203006NAL0004577907003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $68,731,309
- Total liabilities (EOY)
- $31,056,359
- Net assets (EOY)
- $37,674,950
- Net assets (BOY)
- $12,078,289
Income & contributions
- Employer contributions
- $1,858,971
- Total contributions
- $1,858,971
- Total income / additions
- $26,559,080
Expenses & distributions
- Benefits paid
- $17,426
- Administrative expenses
- $120
- Total expenses
- $962,419
- Net increase / (decrease)
- $25,596,661
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.