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SDA, INC. 401(K) PLAN 401k Plan overview

Plan NameSDA, INC. 401(K) PLAN
Plan identification number 001

SDA, INC. 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

SDA, INC. has sponsored the creation of one or more 401k plans.

Company Name:SDA, INC.
Employer identification number (EIN):351667808
NAIC Classification:541511
NAIC Description:Custom Computer Programming Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SDA, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012017-01-01KARLA TUGAN
0012016-01-01KARLA TUGAN
0012015-01-01KARLA TUGAN
0012014-01-01KARLA TUGAN
0012013-01-01KARLA TUGAN
0012012-01-01JAMES GARTEN2013-05-31 JAMES GARTEN2013-05-31
0012011-01-01JAMES GARTEN
0012009-01-01JAMES GARTEN

Plan Statistics for SDA, INC. 401(K) PLAN

401k plan membership statisitcs for SDA, INC. 401(K) PLAN

Measure Date Value
2017: SDA, INC. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-019
Total number of active participants reported on line 7a of the Form 55002017-01-010
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-010
Number of participants with account balances2017-01-010
2016: SDA, INC. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0119
Total number of active participants reported on line 7a of the Form 55002016-01-010
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-019
Total of all active and inactive participants2016-01-019
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-019
Number of participants with account balances2016-01-019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: SDA, INC. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0117
Total number of active participants reported on line 7a of the Form 55002015-01-0114
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-015
Total of all active and inactive participants2015-01-0119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0119
Number of participants with account balances2015-01-0112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: SDA, INC. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0129
Total number of active participants reported on line 7a of the Form 55002014-01-0112
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-015
Total of all active and inactive participants2014-01-0117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0117
Number of participants with account balances2014-01-0111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-012
2013: SDA, INC. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0128
Total number of active participants reported on line 7a of the Form 55002013-01-0123
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-016
Total of all active and inactive participants2013-01-0129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0129
Number of participants with account balances2013-01-0115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-012
2012: SDA, INC. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0123
Total number of active participants reported on line 7a of the Form 55002012-01-0123
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-015
Total of all active and inactive participants2012-01-0128
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0128
Number of participants with account balances2012-01-0115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-011
2011: SDA, INC. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0118
Total number of active participants reported on line 7a of the Form 55002011-01-0120
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-013
Total of all active and inactive participants2011-01-0123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0123
Number of participants with account balances2011-01-0112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: SDA, INC. 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0123
Total number of active participants reported on line 7a of the Form 55002009-01-0114
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-014
Total of all active and inactive participants2009-01-0118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0118
Number of participants with account balances2009-01-0112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on SDA, INC. 401(K) PLAN

Measure Date Value
2017 : SDA, INC. 401(K) PLAN 2017 401k financial data
Transfers to/from the plan2017-05-16$0
Total plan liabilities at end of year2017-05-16$0
Total plan liabilities at beginning of year2017-05-16$0
Total income from all sources2017-05-16$5,531
Expenses. Total of all expenses incurred2017-05-16$252,315
Benefits paid (including direct rollovers)2017-05-16$249,936
Total plan assets at end of year2017-05-16$0
Total plan assets at beginning of year2017-05-16$246,784
Value of fidelity bond covering the plan2017-05-16$75,000
Total contributions received or receivable from participants2017-05-16$0
Expenses. Other expenses not covered elsewhere2017-05-16$0
Contributions received from other sources (not participants or employers)2017-05-16$0
Other income received2017-05-16$5,531
Noncash contributions received2017-05-16$0
Net income (gross income less expenses)2017-05-16$-246,784
Net plan assets at end of year (total assets less liabilities)2017-05-16$0
Net plan assets at beginning of year (total assets less liabilities)2017-05-16$246,784
Total contributions received or receivable from employer(s)2017-05-16$0
Value of certain deemed distributions of participant loans2017-05-16$0
Value of corrective distributions2017-05-16$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-05-16$2,379
2016 : SDA, INC. 401(K) PLAN 2016 401k financial data
Transfers to/from the plan2016-12-31$0
Total plan liabilities at end of year2016-12-31$0
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$38,233
Expenses. Total of all expenses incurred2016-12-31$234,071
Benefits paid (including direct rollovers)2016-12-31$232,971
Total plan assets at end of year2016-12-31$246,784
Total plan assets at beginning of year2016-12-31$442,622
Value of fidelity bond covering the plan2016-12-31$75,000
Total contributions received or receivable from participants2016-12-31$16,093
Expenses. Other expenses not covered elsewhere2016-12-31$0
Contributions received from other sources (not participants or employers)2016-12-31$0
Other income received2016-12-31$19,418
Noncash contributions received2016-12-31$0
Net income (gross income less expenses)2016-12-31$-195,838
Net plan assets at end of year (total assets less liabilities)2016-12-31$246,784
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$442,622
Total contributions received or receivable from employer(s)2016-12-31$2,722
Value of certain deemed distributions of participant loans2016-12-31$0
Value of corrective distributions2016-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$1,100
2015 : SDA, INC. 401(K) PLAN 2015 401k financial data
Transfers to/from the plan2015-12-31$0
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$23,095
Expenses. Total of all expenses incurred2015-12-31$20,200
Benefits paid (including direct rollovers)2015-12-31$19,777
Total plan assets at end of year2015-12-31$442,622
Total plan assets at beginning of year2015-12-31$439,727
Value of fidelity bond covering the plan2015-12-31$75,000
Total contributions received or receivable from participants2015-12-31$20,240
Expenses. Other expenses not covered elsewhere2015-12-31$0
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$146
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$2,895
Net plan assets at end of year (total assets less liabilities)2015-12-31$442,622
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$439,727
Total contributions received or receivable from employer(s)2015-12-31$2,709
Value of certain deemed distributions of participant loans2015-12-31$0
Value of corrective distributions2015-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$423
2014 : SDA, INC. 401(K) PLAN 2014 401k financial data
Transfers to/from the plan2014-12-31$0
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$79,939
Expenses. Total of all expenses incurred2014-12-31$352,217
Benefits paid (including direct rollovers)2014-12-31$351,516
Total plan assets at end of year2014-12-31$439,727
Total plan assets at beginning of year2014-12-31$712,005
Value of fidelity bond covering the plan2014-12-31$75,000
Total contributions received or receivable from participants2014-12-31$47,047
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$29,319
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$-272,278
Net plan assets at end of year (total assets less liabilities)2014-12-31$439,727
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$712,005
Total contributions received or receivable from employer(s)2014-12-31$3,573
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$701
2013 : SDA, INC. 401(K) PLAN 2013 401k financial data
Transfers to/from the plan2013-12-31$0
Total plan liabilities at end of year2013-12-31$0
Total income from all sources2013-12-31$137,194
Expenses. Total of all expenses incurred2013-12-31$49,389
Benefits paid (including direct rollovers)2013-12-31$48,788
Total plan assets at end of year2013-12-31$712,005
Total plan assets at beginning of year2013-12-31$624,200
Value of fidelity bond covering the plan2013-12-31$75,000
Total contributions received or receivable from participants2013-12-31$63,012
Expenses. Other expenses not covered elsewhere2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$69,584
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$87,805
Net plan assets at end of year (total assets less liabilities)2013-12-31$712,005
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$624,200
Total contributions received or receivable from employer(s)2013-12-31$4,598
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$601
2012 : SDA, INC. 401(K) PLAN 2012 401k financial data
Total income from all sources2012-12-31$132,764
Expenses. Total of all expenses incurred2012-12-31$2,985
Benefits paid (including direct rollovers)2012-12-31$2,426
Total plan assets at end of year2012-12-31$624,200
Total plan assets at beginning of year2012-12-31$494,421
Value of fidelity bond covering the plan2012-12-31$75,000
Total contributions received or receivable from participants2012-12-31$74,379
Other income received2012-12-31$53,449
Net income (gross income less expenses)2012-12-31$129,779
Net plan assets at end of year (total assets less liabilities)2012-12-31$624,200
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$494,421
Total contributions received or receivable from employer(s)2012-12-31$4,936
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$559
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : SDA, INC. 401(K) PLAN 2011 401k financial data
Transfers to/from the plan2011-12-31$0
Total plan liabilities at end of year2011-12-31$0
Total plan liabilities at beginning of year2011-12-31$0
Total income from all sources2011-12-31$34,231
Expenses. Total of all expenses incurred2011-12-31$28,395
Benefits paid (including direct rollovers)2011-12-31$27,960
Total plan assets at end of year2011-12-31$494,421
Total plan assets at beginning of year2011-12-31$488,585
Value of fidelity bond covering the plan2011-12-31$75,000
Total contributions received or receivable from participants2011-12-31$29,969
Expenses. Other expenses not covered elsewhere2011-12-31$0
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$1,026
Noncash contributions received2011-12-31$0
Net income (gross income less expenses)2011-12-31$5,836
Net plan assets at end of year (total assets less liabilities)2011-12-31$494,421
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$488,585
Total contributions received or receivable from employer(s)2011-12-31$3,236
Value of certain deemed distributions of participant loans2011-12-31$0
Value of corrective distributions2011-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$435
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : SDA, INC. 401(K) PLAN 2010 401k financial data
Transfers to/from the plan2010-12-31$0
Total plan liabilities at end of year2010-12-31$0
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$106,931
Expenses. Total of all expenses incurred2010-12-31$70,643
Benefits paid (including direct rollovers)2010-12-31$69,643
Total plan assets at end of year2010-12-31$488,585
Total plan assets at beginning of year2010-12-31$452,297
Value of fidelity bond covering the plan2010-12-31$75,000
Total contributions received or receivable from participants2010-12-31$42,546
Expenses. Other expenses not covered elsewhere2010-12-31$0
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$61,472
Noncash contributions received2010-12-31$0
Net income (gross income less expenses)2010-12-31$36,288
Net plan assets at end of year (total assets less liabilities)2010-12-31$488,585
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$452,297
Total contributions received or receivable from employer(s)2010-12-31$2,913
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$1,000
2009 : SDA, INC. 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for SDA, INC. 401(K) PLAN

2017: SDA, INC. 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingYes
2017-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: SDA, INC. 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: SDA, INC. 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: SDA, INC. 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: SDA, INC. 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: SDA, INC. 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: SDA, INC. 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01First time form 5500 has been submittedYes
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: SDA, INC. 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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