2023 Form 5500 filing — Strawbridge Studios, Inc. Retirement 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 20250212085630NAL0034682816001) for Strawbridge Studios, Inc. Retirement Plan, reported by Strawbridge Studios, Inc. under EIN 56-0595224 and plan number 001. It reports 526 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250212085630NAL0034682816001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Strawbridge Studios, Inc.
- EIN
- 56-0595224
- Plan number
- 001
- Location
- Durham, NC
- Participants
- 526
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $13,018,203
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,018,203
- Employer contributions
- $541,093
- Participant contributions
- $373,994
- Total income / additions
- $2,472,864
- Benefits paid
- $895,374
- Administrative expenses
- $99,201
- Total expenses
- $994,575
- Net increase / (decrease)
- $1,478,289
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Pc Retirement, LLC | CONTRACT ADMINISTRATOR | $45,737 | not reported in the loaded dataset |
| Brinker Capital Investments, LLC | INVESTMENT MANAGER | $42,771 | not reported in the loaded dataset |
| Coldstream Wealth Management, LLC | INVESTMENT ADVISOR | $10,693 | not reported in the loaded dataset |