Plan5500

Strategic Link Consulting Lp 401(K) & Profit Sharing Plan — Form 5500 plan (Strategic Link Consulting Lp)

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, Strategic Link Consulting Lp 401(K) & Profit Sharing Plan is a benefit plan reported by Strategic Link Consulting Lp under EIN 20-8833786 and plan number 001. The latest loaded filing year is 2023. The filing reports 160 participants and $4,683,851 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$4.7MPlan net assets, end of year$4,683,851
Participants160Covered participants reported
Assets / participant$29.3KComputed: assets ÷ participants$29,274 (computed)
Provider compensation$39.3K3 Schedule C provider row(s)$39,286
Plan sponsor
Strategic Link Consulting Lp
EIN
20-8833786
Plan number
001
Plan type
2
Location
Kennesaw, GA
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    160 participants · 2Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$4.7M total assets
Net assets$4.7MLiabilities$0
Money in vs. money out
Total income / additions$1.8M
Total expenses$348.3K
Benefits paid / distributions$309K
Contributions
Employer$211.9K
Participant$679.4K
Full reported line items

Net assets

Total assets (EOY)
$4,683,851
Total liabilities (EOY)
$0
Net assets (EOY)
$4,683,851
Net assets (BOY)
$3,274,346

Income & contributions

Employer contributions
$211,877
Participant contributions
$679,380
Total contributions
$1,087,962
Total income / additions
$1,757,760

Expenses & distributions

Benefits paid
$309,000
Administrative expenses
$39,255
Total expenses
$348,255
Net increase / (decrease)
$1,409,505
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 24%Participant 76%
Total expenses ÷ net assets7%Computed ratio
Benefits paid ÷ total income18%Computed ratio
Provider comp. ÷ net assets1%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Transamerica Life Insurance Co$27.5K
    RECORDKEEPER · Direct $27.5K · Indirect $0
  2. 2
    Lpl Financial Corporation$9.4K
    INVESTMENT ADVISORY · Direct $9.4K
  3. 3
    The Retirement Advantage, Inc.$2.3K
    RECORDKEEPER · Direct $2.3K · Indirect $30

What to inspect next

Frequently asked questions

Who sponsors the Strategic Link Consulting Lp 401(K) & Profit Sharing Plan?
Strategic Link Consulting Lp 401(K) & Profit Sharing Plan is reported as sponsored by Strategic Link Consulting Lp (EIN 20-8833786, plan number 001) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Strategic Link Consulting Lp 401(K) & Profit Sharing Plan?
The latest Form 5500 filing year loaded for Strategic Link Consulting Lp 401(K) & Profit Sharing Plan is 2023.
How many participants does Strategic Link Consulting Lp 401(K) & Profit Sharing Plan report?
Strategic Link Consulting Lp 401(K) & Profit Sharing Plan reports 160 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Strategic Link Consulting Lp 401(K) & Profit Sharing Plan?
Strategic Link Consulting Lp 401(K) & Profit Sharing Plan reports $4,683,851 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages