Sdc Properties, Inc 401(K) Plan — Form 5500 plan (Sdc Properties, 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, Sdc Properties, Inc 401(K) Plan is a benefit plan reported by Sdc Properties, Inc under EIN 87-0355513 and plan number 001. The latest loaded filing year is 2023. The filing reports 221 participants and $3,367,002 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$3.4MPlan net assets, end of year$3,367,002
Participants221Covered participants reported
Assets / participant$15.2KComputed: assets ÷ participants$15,235 (computed)
Provider compensation$5.8K3 Schedule C provider row(s)$5,821
- Plan sponsor
- Sdc Properties, Inc
- EIN
- 87-0355513
- Plan number
- 001
- Plan type
- 2
- Location
- Hilton Head, SC
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 221 | H, C | 20241011124621NAL0010923827001 |
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)$3.4M total assets
Net assets$3.4MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $3,367,002
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,367,002
- Net assets (BOY)
- $2,926,671
Income & contributions
- Employer contributions
- $134,338
- Participant contributions
- $354,963
- Total contributions
- $489,301
- Total income / additions
- $862,290
Expenses & distributions
- Benefits paid
- $410,093
- Administrative expenses
- $5,822
- Total expenses
- $421,959
- Net increase / (decrease)
- $440,331
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.
27%73%
Employer 27%Participant 73%
Total expenses ÷ net assets13%Computed ratio
Benefits paid ÷ total income48%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Adp, Inc. | RECORD KEEPER | $5,821 | $0 | 2023 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 | 2023 |
| Wells Fargo | ADVISOR | $0 | $0 | 2023 |