Plan5500

Strawbridge Studios, Inc. Retirement Plan — Form 5500 plan (Strawbridge Studios, 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, Strawbridge Studios, Inc. Retirement Plan is a benefit plan reported by Strawbridge Studios, Inc. under EIN 56-0595224 and plan number 001. The latest loaded filing year is 2023. The filing reports 526 participants and $13,018,203 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Strawbridge Studios, Inc.
EIN
56-0595224
Plan number
001
Plan type
2
Location
Durham, NC
Latest filing year
2023
Participants
526
End-of-year plan assets
$13,018,203

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023526H, C20250212085630NAL0034682816001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$13,018,203
Total liabilities (EOY)
$0
Net assets (EOY)
$13,018,203
Net assets (BOY)
$11,539,914

Income & contributions

Employer contributions
$541,093
Participant contributions
$373,994
Total contributions
$915,087
Total income / additions
$2,472,864

Expenses & distributions

Benefits paid
$895,374
Administrative expenses
$99,201
Total expenses
$994,575
Net increase / (decrease)
$1,478,289

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Pc Retirement, LLCCONTRACT ADMINISTRATOR$45,737not reported in the loaded dataset2023
Brinker Capital Investments, LLCINVESTMENT MANAGER$42,771not reported in the loaded dataset2023
Coldstream Wealth Management, LLCINVESTMENT ADVISOR$10,693not reported in the loaded dataset2023

Related Form 5500 pages