Sdi Industries, Inc. Profit Sharing And 401(K) Plan — Form 5500 plan (Sdi Industries, 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 Industries, Inc. Profit Sharing And 401(K) Plan is a benefit plan reported by Sdi Industries, Inc. under EIN 95-3310826 and plan number 002. The latest loaded filing year is 2023. The filing reports 232 participants and $8,927,508 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$8.9MPlan net assets, end of year$8,927,508
Participants232Covered participants reported
Assets / participant$38.5KComputed: assets ÷ participants$38,481 (computed)
Provider compensation$31.4K3 Schedule C provider row(s)$31,429
- Plan sponsor
- Sdi Industries, Inc.
- EIN
- 95-3310826
- Plan number
- 002
- Plan type
- 2
- Location
- Valencia, CA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 232 | H, C | 20241001102655NAL0012105744002 |
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)$8.9M total assets
Net assets$8.9MLiabilities—
Full reported line items
Net assets
- Total assets (EOY)
- $8,927,508
- Net assets (EOY)
- $8,927,508
- Net assets (BOY)
- $7,723,669
Income & contributions
- Employer contributions
- $127,022
- Participant contributions
- $970,042
- Total contributions
- $1,104,955
- Total income / additions
- $2,177,371
Expenses & distributions
- Benefits paid
- $924,414
- Administrative expenses
- $44,500
- Total expenses
- $973,532
- Net increase / (decrease)
- $1,203,839
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.
12%88%
Employer 12%Participant 88%
Total expenses ÷ net assets11%Computed ratio
Benefits paid ÷ total income42%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Vance Wealth | BROKER | $0 | $24,299 | 2023 |
| Nova Associates Inc. | TPA | $0 | $7,130 | 2023 |
| Voya Retirement Insurance And Annui | SERVICE PROVIDER | not reported in the loaded dataset | $0 | 2023 |