How big is SFDW, Inc.'s plan?

SFDW, Inc.'s plan reported $167K in assets and 31 participants for 2023.

Original filing (PDF)20240916200626NAL0000812579001

SFDW, Inc.

Name: SFDW, Inc. — SFDW, Inc. 401(k) P/S Plan, Form 5500 (2023)
Creator: SFDW, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

SFDW, Inc. 401(k) P/S Plan

401(k) retirement plan · SFDW, Inc.'s SFDW, Inc. 401(k) P/S Plan held $167K in plan assets for 31 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$167K

Net assets (EOY)

$167K

People on this filing

Iryna Yablonska signed SFDW, Inc.'s 2023 Form 5500 as plan administrator.

Iryna Yablonska — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

SFDW, Inc.'s EIN is 20-4165636.

EIN 20-4165636

Plan number 001

Plan year 2023

ACK ID 20240916200626NAL0000812579001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for SFDW, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

SFDW, Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (13th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

SFDW, INC

EIN

all filings

Address

10223 PROSPECT AVE STE A · SANTEE, CA · 92071

Phone

(619) 251-5662

Industry

Retail Trade

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-09-16

Pension benefit codes

2E · Profit-sharing

3D · Pre-approved plan (master / prototype / VS)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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