2023 Form 5500 filing — Strategic Custom Wealth Solutions, Inc.
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 20241008175313NAL0034630786001) for Strategic Custom Wealth Solutions, Inc., reported by Strategic Custom Wealth Solutions, Inc. under EIN 81-0617546 and plan number 002. It reports 1 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20241008175313NAL0034630786001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Strategic Custom Wealth Solutions, Inc.
- EIN
- 81-0617546
- Plan number
- 002
- Location
- Rancho Mirage, CA
- Participants
- 1
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,694,917
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,694,917
- Employer contributions
- $59,500
- Total income / additions
- $190,305
- Total expenses
- -$180
- Net increase / (decrease)
- $190,485
- Schedule source
- Schedule I