Original filing (PDF)20230626104405NAL0001913443001

S & D FINANCIAL LLC

Name: S & D FINANCIAL LLC — S & D FINANCIAL LLC 401(K) PROFIT SHARING PLAN AND TRUST, Form 5500 (2022)
Creator: S & D FINANCIAL LLC

Form 5500-SF

FILING_RECEIVED

S & D FINANCIAL LLC 401(K) PROFIT SHARING PLAN AND TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$384K

Net assets (EOY)

$384K

Plan health score

Top-tier plan health

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

Helping the score

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

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for S & D FINANCIAL LLC.

Plan sponsor

Name

S & D FINANCIAL LLC

EIN

45-3609423all filings

Address

6827 CAMP BULLIS RD · SUITE 402 · SAN ANTONIO, TX · 78256

Phone

(210) 255-3040

Industry

Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-06-26

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

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