Strunk Hr, LLC 401(K) Plan — Form 5500 plan (Kuali Incorporated)

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, Strunk Hr, LLC 401(K) Plan is a benefit plan reported by Kuali Incorporated under EIN 47-2047606 and plan number 001. The latest loaded filing year is 2023. The filing reports 112 participants and $7,163,494 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Kuali Incorporated
EIN
47-2047606
Plan number
001
Plan type
2
Location
Lehi, UT
Latest filing year
2023
Participants
112
End-of-year plan assets
$7,163,494

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023112H, C20241009191246NAL0018969409001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$7,163,494
Total liabilities (EOY)
$0
Net assets (EOY)
$7,163,494
Net assets (BOY)
$5,228,218

Income & contributions

Employer contributions
$310,843
Participant contributions
$644,758
Total contributions
$1,269,108
Total income / additions
$2,290,135

Expenses & distributions

Benefits paid
$305,074
Administrative expenses
$49,785
Total expenses
$354,859
Net increase / (decrease)
$1,935,276

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Curafin AdvisorsINVESTMENT ADVISOR$32,103not reported in the loaded dataset2023
AmeritasRECORDKEEPER$7,498not reported in the loaded dataset2023

Related Form 5500 pages