2023 Form 5500 filing — Strategic Resources, 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 20250708172026NAL0002842019001) for Strategic Resources, Inc.401(K) Profit Sharing Plan, reported by Strategic Resources, Inc. under EIN 54-1526169 and plan number 001. It reports 372 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250708172026NAL0002842019001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Strategic Resources, Inc.
- EIN
- 54-1526169
- Plan number
- 001
- Location
- Vienna, VA
- Participants
- 372
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,335,590
- Net assets (EOY)
- $4,335,590
- Employer contributions
- -$6,268
- Participant contributions
- $243,445
- Total income / additions
- $976,614
- Benefits paid
- $339,929
- Administrative expenses
- $9,221
- Total expenses
- $349,150
- Net increase / (decrease)
- $627,464
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Kaiser Schlerer & Schlegel Pllc | NONE | $5,000 | $0 |
| Fisher Broyles | not reported in the loaded dataset | not reported in the loaded dataset | not reported in the loaded dataset |