Stracon Services Group 401(K) Plan — Form 5500 plan (Stracon Services Group, LLC)

Plain-English plan 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, Stracon Services Group 401(K) Plan is a benefit plan reported by Stracon Services Group, LLC under EIN 20-5799138 and plan number 001. The latest loaded filing year is 2023. The filing reports 296 participants and $10,165,564 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Stracon Services Group, LLC
EIN
20-5799138
Plan number
001
Plan type
2
Location
Fort Worth, TX
Latest filing year
2023
Participants
296
End-of-year plan assets
$10,165,564

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023296H, C20240828130917NAL0011849761001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$10,165,564
Total liabilities (EOY)
$0
Net assets (EOY)
$10,165,564
Net assets (BOY)
$7,383,501

Income & contributions

Employer contributions
$1,045,090
Participant contributions
$1,497,470
Total contributions
$2,586,416
Total income / additions
$3,802,595

Expenses & distributions

Benefits paid
$951,996
Administrative expenses
$68,536
Total expenses
$1,020,532
Net increase / (decrease)
$2,782,063

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Sanctuary Advisors LLCNONE$33,246not reported in the loaded dataset2023
Ascensus LLCNONE$25,674$02023
Merrill Lynch.NONE$7,767not reported in the loaded dataset2023

Related Form 5500 pages