Strand Associates, Inc. Employees Profit Sharing Trust — Form 5500 plan (Strand Associates, 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, Strand Associates, Inc. Employees Profit Sharing Trust is a benefit plan reported by Strand Associates, Inc. under EIN 39-1020418 and plan number 002. The latest loaded filing year is 2023. The filing reports 549 participants and $170,500,802 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Strand Associates, Inc.
- EIN
- 39-1020418
- Plan number
- 002
- Plan type
- 2
- Location
- Madison, WI
- Latest filing year
- 2023
- Participants
- 549
- End-of-year plan assets
- $170,500,802
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 549 | H, C | 20240726150054NAL0009091715001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $170,500,802
- Total liabilities (EOY)
- $234,162
- Net assets (EOY)
- $170,266,640
- Net assets (BOY)
- $137,386,345
Income & contributions
- Employer contributions
- $11,877,054
- Total contributions
- $11,877,054
- Total income / additions
- $35,799,212
Expenses & distributions
- Benefits paid
- $1,947,744
- Administrative expenses
- $971,173
- Total expenses
- $2,918,917
- Net increase / (decrease)
- $32,880,295
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Geneva Capital Management | NONE | $272,598 | not reported in the loaded dataset | 2023 |
| Kovitz Investment Group Partners | NONE | $173,836 | not reported in the loaded dataset | 2023 |
| Bmo Harris | NONE | $152,787 | not reported in the loaded dataset | 2023 |
| Madison Investment Advisors | NONE | $124,024 | not reported in the loaded dataset | 2023 |
| Wealth Enhancement Advisory Service | NONE | $116,528 | not reported in the loaded dataset | 2023 |
| Isthmus Partners, LLC | NONE | $60,418 | not reported in the loaded dataset | 2023 |
| Ubs Financial Services | NONE | $30,808 | not reported in the loaded dataset | 2023 |
| Baker Tilly Us, Llp | NONE | $28,717 | not reported in the loaded dataset | 2023 |
| Godfrey & Kahn, S.C. | NONE | $6,700 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Strand Associates, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in WI
- 401(k) and benefit plan filings in Madison, WI
- Geneva Capital Management — Schedule C compensation
- Kovitz Investment Group Partners — Schedule C compensation
- Bmo Harris — Schedule C compensation
- Madison Investment Advisors — Schedule C compensation
- Wealth Enhancement Advisory Service — Schedule C compensation
- Isthmus Partners, LLC — Schedule C compensation
- Ubs Financial Services — Schedule C compensation
- Baker Tilly Us, Llp — Schedule C compensation
- Godfrey & Kahn, S.C. — Schedule C compensation