2023 Form 5500 filing — Strategix Management, LLC Pw 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 20241011100420NAL0038389936001) for Strategix Management, LLC Pw Plan, reported by Strategix Management, LLC under EIN 81-1479787 and plan number 002. It reports 371 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$1.2MReported net assets$1,166,894
Participants371
Provider compensationNone reported
Schedules filedSchedule HLoaded schedules
- EFAST2 acknowledgement
- 20241011100420NAL0038389936001
- Plan sponsor
- Strategix Management, LLC
- EIN
- 81-1479787
- Plan number
- 002
- Location
- Washington, DC
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$1.2M total assets
Net assets$1.2MLiabilities—
Full reported line items
- Total assets (EOY)
- $1,166,894
- Net assets (EOY)
- $1,166,894
- Employer contributions
- $1,107,088
- Total income / additions
- $1,188,271
- Benefits paid
- $15,465
- Administrative expenses
- $5,912
- Total expenses
- $21,377
- Net increase / (decrease)
- $1,166,894