Strategic Pooled Employer Plan — Form 5500 plan (Advisortrust, 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, Strategic Pooled Employer Plan is a benefit plan reported by Advisortrust, Inc. under EIN 46-4091337 and plan number 005. The latest loaded filing year is 2023. The filing reports 83 participants and $13,174,384 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Advisortrust, Inc.
- EIN
- 46-4091337
- Plan number
- 005
- Plan type
- 3
- Location
- Sioux Falls, SD
- Latest filing year
- 2023
- Participants
- 83
- End-of-year plan assets
- $13,174,384
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 83 | I | 20240909145339NAL0007930224001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $13,174,384
- Net assets (EOY)
- $13,174,384
- Net assets (BOY)
- $0
Income & contributions
- Employer contributions
- $218,286
- Participant contributions
- $543,431
- Total income / additions
- $2,004,601
Expenses & distributions
- Benefits paid
- $39,653
- Administrative expenses
- $19,789
- Total expenses
- $59,442
- Net increase / (decrease)
- $1,945,159
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.