Strategic Resources, Inc.401(K) Profit Sharing Plan — Form 5500 plan (Strategic Resources, 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 Resources, Inc.401(K) Profit Sharing Plan is a benefit plan reported by Strategic Resources, Inc. under EIN 54-1526169 and plan number 001. The latest loaded filing year is 2023. The filing reports 372 participants and $4,335,590 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Strategic Resources, Inc.
EIN
54-1526169
Plan number
001
Plan type
2
Location
Vienna, VA
Latest filing year
2023
Participants
372
End-of-year plan assets
$4,335,590

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023372H, C20250708172026NAL0002842019001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$4,335,590
Net assets (EOY)
$4,335,590
Net assets (BOY)
$3,708,126

Income & contributions

Employer contributions
-$6,268
Participant contributions
$243,445
Total contributions
$237,177
Total income / additions
$976,614

Expenses & distributions

Benefits paid
$339,929
Administrative expenses
$9,221
Total expenses
$349,150
Net increase / (decrease)
$627,464

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Kaiser Schlerer & Schlegel PllcNONE$5,000$02023
Fisher Broylesnot reported in the loaded datasetnot reported in the loaded datasetnot reported in the loaded dataset2023

Related Form 5500 pages