How big is S & D Financial LLC's plan?

S & D Financial LLC's plan reported $384K in assets for 2023.

Original filing (PDF)20260310150318NAL0003879152001

S & D Financial LLC

Name: S & D Financial LLC — Insperity 401(k) Plan, Form 5500 (2023)
Creator: S & D Financial LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Insperity 401(k) Plan

401(k) retirement plan · S & D Financial LLC's Insperity 401(k) Plan reported $384K in plan assets in 2023.

Signals · 1

Late filing · 15.8 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

$384K

Net assets (EOY)

$384K

People on this filing

Dana Dunkelberger signed S & D Financial LLC's 2023 Form 5500 as plan administrator.

Dana Dunkelberger — 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

S & D Financial LLC's EIN is 46-3609423.

EIN 46-3609423

Plan number 001

Plan year 2023

ACK ID 20260310150318NAL0003879152001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for S & D Financial LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

S & D Financial LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off