| Plan Name | SDC DISTRIBUTORS, INC. RETIREMENT PLAN |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
|
| Company Name: | SDC DISTRIBUTORS, INC. |
| Employer identification number (EIN): | 204073211 |
| NAIC Classification: | 424400 |
Additional information about SDC DISTRIBUTORS, INC.
| Jurisdiction of Incorporation: | New York Department of State |
| Incorporation Date: | 2005-12-14 |
| Company Identification Number: | 3293018 |
| Legal Registered Office Address: |
173 SCHOOL STREET Nassau WESTBURY United States of America (USA) 11590 |
More information about SDC DISTRIBUTORS, INC.
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2023-01-01 | STEPHEN J. SHEVLIN | 2024-09-27 | ||
| 001 | 2022-01-01 | STEPHEN J. SHEVLIN | 2023-10-06 | ||
| 001 | 2021-01-01 | STEPHEN J. SHEVLIN | 2022-09-30 | ||
| 001 | 2020-01-01 | ||||
| 001 | 2019-01-01 | ||||
| 001 | 2018-01-01 | ||||
| 001 | 2017-01-01 | STEPHEN J. SHEVLIN | |||
| 001 | 2016-01-01 | STEPHEN J. SHEVLIN | |||
| 001 | 2015-01-01 | STEPHEN J. SHEVLIN |
| Measure | Date | Value |
|---|---|---|
| 2025 : SDC DISTRIBUTORS, INC. RETIREMENT PLAN 2025 401k financial data | ||
| Total expenses incurred by plan in this plan year | 2025-07-29 | 0 |
| Net assets as of the end of the plan year | 2025-07-29 | 1089849 |
| Total assets as of the beginning of the plan year | 2025-07-29 | 834648 |
| Value of plan covered by a fidelity bond | 2025-07-29 | 200000 |
| Participant contributions to plan in this plan year | 2025-07-29 | 84000 |
| Other income to plan in this plan year | 2025-07-29 | 78079 |
| Plan net income in this plan year | 2025-07-29 | 255201 |
| Net assets as of the end of the plan year | 2025-07-29 | 1089849 |
| Net assets as of the beginning of the plan year | 2025-07-29 | 834648 |
| Employer contributions to plan in this plan year | 2025-07-29 | 93122 |
| 2024 : SDC DISTRIBUTORS, INC. RETIREMENT PLAN 2024 401k financial data | ||
| Total expenses incurred by plan in this plan year | 2024-09-27 | 0 |
| Net assets as of the end of the plan year | 2024-09-27 | 834648 |
| Total assets as of the beginning of the plan year | 2024-09-27 | 612275 |
| Value of plan covered by a fidelity bond | 2024-09-27 | 200000 |
| Participant contributions to plan in this plan year | 2024-09-27 | 82500 |
| Other income to plan in this plan year | 2024-09-27 | 96896 |
| Plan net income in this plan year | 2024-09-27 | 222373 |
| Net assets as of the end of the plan year | 2024-09-27 | 834648 |
| Net assets as of the beginning of the plan year | 2024-09-27 | 612275 |
| Employer contributions to plan in this plan year | 2024-09-27 | 42977 |
| 2022 : SDC DISTRIBUTORS, INC. RETIREMENT PLAN 2022 401k financial data | ||
| Total liabilities as of the beginning of the plan year | 2022-09-30 | 100 |
| Total expenses incurred by plan in this plan year | 2022-09-30 | 197 |
| Net assets as of the end of the plan year | 2022-09-30 | 640063 |
| Total assets as of the beginning of the plan year | 2022-09-30 | 527216 |
| Value of plan covered by a fidelity bond | 2022-09-30 | 200000 |
| Participant contributions to plan in this plan year | 2022-09-30 | 69500 |
| Other income to plan in this plan year | 2022-09-30 | 31118 |
| Plan net income in this plan year | 2022-09-30 | 112947 |
| Net assets as of the end of the plan year | 2022-09-30 | 640063 |
| Net assets as of the beginning of the plan year | 2022-09-30 | 527116 |
| Employer contributions to plan in this plan year | 2022-09-30 | 12526 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-09-30 | 197 |
| 2020 : SDC DISTRIBUTORS, INC. RETIREMENT PLAN 2020 401k financial data | ||
| Total plan liabilities at end of year | 2020-12-31 | $100 |
| Total plan liabilities at beginning of year | 2020-12-31 | $100 |
| Total income from all sources | 2020-12-31 | $112,344 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $0 |
| Total plan assets at end of year | 2020-12-31 | $527,216 |
| Total plan assets at beginning of year | 2020-12-31 | $414,872 |
| Value of fidelity bond covering the plan | 2020-12-31 | $200,000 |
| Total contributions received or receivable from participants | 2020-12-31 | $69,000 |
| Other income received | 2020-12-31 | $33,468 |
| Net income (gross income less expenses) | 2020-12-31 | $112,344 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $527,116 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $414,772 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $9,876 |
| 2019 : SDC DISTRIBUTORS, INC. RETIREMENT PLAN 2019 401k financial data | ||
| Total plan liabilities at end of year | 2019-12-31 | $100 |
| Total plan liabilities at beginning of year | 2019-12-31 | $100 |
| Total income from all sources | 2019-12-31 | $113,066 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $0 |
| Total plan assets at end of year | 2019-12-31 | $414,872 |
| Total plan assets at beginning of year | 2019-12-31 | $301,806 |
| Value of fidelity bond covering the plan | 2019-12-31 | $200,000 |
| Total contributions received or receivable from participants | 2019-12-31 | $69,000 |
| Other income received | 2019-12-31 | $33,458 |
| Net income (gross income less expenses) | 2019-12-31 | $113,066 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $414,772 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $301,706 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $10,608 |
| 2018 : SDC DISTRIBUTORS, INC. RETIREMENT PLAN 2018 401k financial data | ||
| Total plan liabilities at end of year | 2018-12-31 | $100 |
| Total plan liabilities at beginning of year | 2018-12-31 | $100 |
| Total income from all sources | 2018-12-31 | $59,938 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $0 |
| Total plan assets at end of year | 2018-12-31 | $301,806 |
| Total plan assets at beginning of year | 2018-12-31 | $241,868 |
| Value of fidelity bond covering the plan | 2018-12-31 | $200,000 |
| Total contributions received or receivable from participants | 2018-12-31 | $55,500 |
| Contributions received from other sources (not participants or employers) | 2018-12-31 | $11,572 |
| Other income received | 2018-12-31 | $-19,594 |
| Net income (gross income less expenses) | 2018-12-31 | $59,938 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $301,706 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $241,768 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $12,460 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
| 2017 : SDC DISTRIBUTORS, INC. RETIREMENT PLAN 2017 401k financial data | ||
| Total plan liabilities at end of year | 2017-12-31 | $100 |
| Total plan liabilities at beginning of year | 2017-12-31 | $100 |
| Total income from all sources | 2017-12-31 | $80,424 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $0 |
| Total plan assets at end of year | 2017-12-31 | $241,868 |
| Total plan assets at beginning of year | 2017-12-31 | $161,444 |
| Value of fidelity bond covering the plan | 2017-12-31 | $200,000 |
| Total contributions received or receivable from participants | 2017-12-31 | $33,000 |
| Other income received | 2017-12-31 | $17,424 |
| Net income (gross income less expenses) | 2017-12-31 | $80,424 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $241,768 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $161,344 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $30,000 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
| 2016 : SDC DISTRIBUTORS, INC. RETIREMENT PLAN 2016 401k financial data | ||
| Total plan liabilities at end of year | 2016-12-31 | $100 |
| Total plan liabilities at beginning of year | 2016-12-31 | $0 |
| Total income from all sources | 2016-12-31 | $87,214 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $0 |
| Total plan assets at end of year | 2016-12-31 | $161,444 |
| Total plan assets at beginning of year | 2016-12-31 | $74,130 |
| Total contributions received or receivable from participants | 2016-12-31 | $66,000 |
| Other income received | 2016-12-31 | $4,253 |
| Net income (gross income less expenses) | 2016-12-31 | $87,214 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $161,344 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $74,130 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $16,961 |
| 2015 : SDC DISTRIBUTORS, INC. RETIREMENT PLAN 2015 401k financial data | ||
| Total plan liabilities at end of year | 2015-12-31 | $0 |
| Total plan liabilities at beginning of year | 2015-12-31 | $0 |
| Total income from all sources | 2015-12-31 | $74,130 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $0 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $0 |
| Total plan assets at end of year | 2015-12-31 | $74,130 |
| Total plan assets at beginning of year | 2015-12-31 | $0 |
| Total contributions received or receivable from participants | 2015-12-31 | $67,243 |
| Expenses. Other expenses not covered elsewhere | 2015-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2015-12-31 | $0 |
| Other income received | 2015-12-31 | $0 |
| Noncash contributions received | 2015-12-31 | $0 |
| Net income (gross income less expenses) | 2015-12-31 | $74,130 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $74,130 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $6,887 |
| Value of certain deemed distributions of participant loans | 2015-12-31 | $0 |
| Value of corrective distributions | 2015-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $0 |
| 2020: SDC DISTRIBUTORS, INC. RETIREMENT PLAN 2020 form 5500 responses | ||
|---|---|---|
| 2020-01-01 | Type of plan entity | Single employer plan |
| 2020-01-01 | Submission has been amended | No |
| 2020-01-01 | This submission is the final filing | No |
| 2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2020-01-01 | Plan is a collectively bargained plan | No |
| 2020-01-01 | Plan funding arrangement – Insurance | Yes |
| 2020-01-01 | Plan funding arrangement – Trust | Yes |
| 2020-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2020-01-01 | Plan benefit arrangement - Trust | Yes |
| 2019: SDC DISTRIBUTORS, INC. RETIREMENT PLAN 2019 form 5500 responses | ||
| 2019-01-01 | Type of plan entity | Single employer plan |
| 2019-01-01 | Submission has been amended | No |
| 2019-01-01 | This submission is the final filing | No |
| 2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2019-01-01 | Plan is a collectively bargained plan | No |
| 2019-01-01 | Plan funding arrangement – Insurance | Yes |
| 2019-01-01 | Plan funding arrangement – Trust | Yes |
| 2019-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2019-01-01 | Plan benefit arrangement - Trust | Yes |
| 2018: SDC DISTRIBUTORS, INC. RETIREMENT PLAN 2018 form 5500 responses | ||
| 2018-01-01 | Type of plan entity | Single employer plan |
| 2018-01-01 | Submission has been amended | No |
| 2018-01-01 | This submission is the final filing | No |
| 2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2018-01-01 | Plan is a collectively bargained plan | No |
| 2018-01-01 | Plan funding arrangement – Insurance | Yes |
| 2018-01-01 | Plan funding arrangement – Trust | Yes |
| 2018-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2018-01-01 | Plan benefit arrangement - Trust | Yes |
| 2017: SDC DISTRIBUTORS, INC. RETIREMENT PLAN 2017 form 5500 responses | ||
| 2017-01-01 | Type of plan entity | Single employer plan |
| 2017-01-01 | Submission has been amended | No |
| 2017-01-01 | This submission is the final filing | No |
| 2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2017-01-01 | Plan is a collectively bargained plan | No |
| 2017-01-01 | Plan funding arrangement – Insurance | Yes |
| 2017-01-01 | Plan funding arrangement – Trust | Yes |
| 2017-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2017-01-01 | Plan benefit arrangement - Trust | Yes |
| 2016: SDC DISTRIBUTORS, INC. RETIREMENT PLAN 2016 form 5500 responses | ||
| 2016-01-01 | Type of plan entity | Single employer plan |
| 2016-01-01 | Submission has been amended | No |
| 2016-01-01 | This submission is the final filing | No |
| 2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2016-01-01 | Plan is a collectively bargained plan | No |
| 2016-01-01 | Plan funding arrangement – Insurance | Yes |
| 2016-01-01 | Plan funding arrangement – Trust | Yes |
| 2016-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2016-01-01 | Plan benefit arrangement - Trust | Yes |
| 2015: SDC DISTRIBUTORS, INC. RETIREMENT PLAN 2015 form 5500 responses | ||
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | First time form 5500 has been submitted | Yes |
| 2015-01-01 | Submission has been amended | No |
| 2015-01-01 | This submission is the final filing | No |
| 2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-01-01 | Plan is a collectively bargained plan | No |
| 2015-01-01 | Plan funding arrangement – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
| PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 ) | |
| Policy contract number | NM15000721 |
| Policy instance | 4 |
| PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 ) | |
| Policy contract number | NM15000758 |
| Policy instance | 3 |
| PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 ) | |
| Policy contract number | NM15000750 |
| Policy instance | 2 |
| PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 ) | |
| Policy contract number | NM15000754 |
| Policy instance | 1 |
| PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 ) | |
| Policy contract number | NM15000721 |
| Policy instance | 4 |
| PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 ) | |
| Policy contract number | NM15000758 |
| Policy instance | 3 |
| PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 ) | |
| Policy contract number | NM15000750 |
| Policy instance | 2 |
| PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 ) | |
| Policy contract number | NM15000754 |
| Policy instance | 1 |
| PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 ) | |
| Policy contract number | NM15000721 |
| Policy instance | 4 |
| PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 ) | |
| Policy contract number | NM15000758 |
| Policy instance | 3 |
| PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 ) | |
| Policy contract number | NM15000750 |
| Policy instance | 2 |
| PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 ) | |
| Policy contract number | NM15000754 |
| Policy instance | 1 |
| PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 ) | |
| Policy contract number | NM15000721 |
| Policy instance | 4 |
| PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 ) | |
| Policy contract number | NM15000758 |
| Policy instance | 3 |
| PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 ) | |
| Policy contract number | NM15000750 |
| Policy instance | 2 |
| PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 ) | |
| Policy contract number | NM15000754 |
| Policy instance | 1 |