Strong & Hanni, P.C. — 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, Strong & Hanni, P.C. (EIN 87-0404056) is a plan sponsor located in Salt Lake City, UT with 2 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
87-0404056
Location
Salt Lake City, UT
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$35,877,412
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$35,877,412

Contributions & income

Employer contributions
$1,496,859
Participant contributions
$1,177,890
Total income / additions
$8,427,102

Expenses & distributions

Benefits paid / distributions
$2,184,984
Total expenses
$2,284,826
Net increase / (decrease)
$6,142,276

Coverage

Total reported participants
526
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

Strong & Hanni, P.C. plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Strong & Hanni 401(K) Profit Sharing Plan001181$35,877,4122023
Strong & Hanni, P.C. Long Term Disability501345not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Strong & Hanni, P.C.
YearPlanParticipantsSchedulesFiling
2023Strong & Hanni 401(K) Profit Sharing Plan181H, C20241015155641NAL0050314864001
2023Strong & Hanni, P.C. Long Term Disability34520241115134431NAL0001107633001

Related Form 5500 pages