2023 Form 5500 filing — Strategies 360, Inc. 401(K) Profit Sharing 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 20241009115941NAL0010581443001) for Strategies 360, Inc. 401(K) Profit Sharing Plan, reported by Strategies 360, Inc. under EIN 91-1304555 and plan number 001. It reports 196 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009115941NAL0010581443001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Strategies 360, Inc.
- EIN
- 91-1304555
- Plan number
- 001
- Location
- Seattle, WA
- Participants
- 196
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,576,359
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,576,359
- Employer contributions
- $359,612
- Participant contributions
- $1,220,640
- Total income / additions
- $3,266,632
- Benefits paid
- $1,553,633
- Administrative expenses
- $60,166
- Total expenses
- $1,613,799
- Net increase / (decrease)
- $1,652,833
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cliftonlarsonallen Wealth Advisors | OTHER | $27,363 | not reported in the loaded dataset |
| Empower Annuity Insurance Company | RECORDKEEPER | $21,492 | $0 |
| Empower Advisory Group, LLC | INVESTMENT MANGEMENT | $8,537 | not reported in the loaded dataset |
| Map Retirement Usa LLC | CONTRACT ADMIN | $2,600 | not reported in the loaded dataset |