Applied Insight 401(K) Plan For Former Stratus Employees — Form 5500 plan (Stratus Solutions Inc.)
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, Applied Insight 401(K) Plan For Former Stratus Employees is a benefit plan reported by Stratus Solutions Inc. under EIN 26-3798427 and plan number 001. The latest loaded filing year is 2023. The filing reports 135 participants and $14,154,036 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Stratus Solutions Inc.
- EIN
- 26-3798427
- Plan number
- 001
- Plan type
- 2
- Location
- Fulton, MD
- Latest filing year
- 2023
- Participants
- 135
- End-of-year plan assets
- $14,154,036
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 135 | H, C | 20251030203747NAL0003757728001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $14,154,036
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,154,036
- Net assets (BOY)
- $13,192,652
Income & contributions
- Employer contributions
- $715,887
- Participant contributions
- $593,800
- Total contributions
- $1,458,884
- Total income / additions
- $3,921,807
Expenses & distributions
- Benefits paid
- $2,950,818
- Administrative expenses
- $8,582
- Total expenses
- $2,960,423
- Net increase / (decrease)
- $961,384
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $5,346 | $0 | 2023 |