2023 Form 5500 filing — Stracon Services Group 401(K) Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240828130917NAL0011849761001) for Stracon Services Group 401(K) Plan, reported by Stracon Services Group, LLC under EIN 20-5799138 and plan number 001. It reports 296 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240828130917NAL0011849761001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Stracon Services Group, LLC
- EIN
- 20-5799138
- Plan number
- 001
- Location
- Fort Worth, TX
- Participants
- 296
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,165,564
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,165,564
- Employer contributions
- $1,045,090
- Participant contributions
- $1,497,470
- Total income / additions
- $3,802,595
- Benefits paid
- $951,996
- Administrative expenses
- $68,536
- Total expenses
- $1,020,532
- Net increase / (decrease)
- $2,782,063
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Sanctuary Advisors LLC | NONE | $33,246 | not reported in the loaded dataset |
| Ascensus LLC | NONE | $25,674 | $0 |
| Merrill Lynch. | NONE | $7,767 | not reported in the loaded dataset |