Strategic Business Systems, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Strategic Business Systems, Inc. (EIN 54-1994992) is a plan sponsor located in Chantilly, VA with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
54-1994992
Location
Chantilly, VA
Loaded plans
1
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$9,827,536
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$9,827,536

Contributions & income

Employer contributions
$59,127
Participant contributions
$708,029
Total income / additions
$2,512,155

Expenses & distributions

Benefits paid / distributions
$1,157,894
Total expenses
$1,206,667
Net increase / (decrease)
$1,305,488

Coverage

Total reported participants
186
Plans with financial statements
1
Plans with provider compensation
1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Strategic Business Systems, Inc. plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Strategic Business Systems, Inc. 401(K) Profit Sharing Plan001186$9,827,5362023

Search all 1 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Strategic Business Systems, Inc.
YearPlanParticipantsSchedulesFiling
2023Strategic Business Systems, Inc. 401(K) Profit Sharing Plan186H, C20240709135044NAL0013680225001

Related Form 5500 pages