Strategic Custom Wealth Solutions, Inc. — Form 5500 plan (Strategic Custom Wealth Solutions, 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 Custom Wealth Solutions, Inc. is a benefit plan reported by Strategic Custom Wealth Solutions, Inc. under EIN 81-0617546 and plan number 002. The latest loaded filing year is 2023. The filing reports 1 participants and $1,694,917 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Strategic Custom Wealth Solutions, Inc.
- EIN
- 81-0617546
- Plan number
- 002
- Plan type
- 2
- Location
- Rancho Mirage, CA
- Latest filing year
- 2023
- Participants
- 1
- End-of-year plan assets
- $1,694,917
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1 | I | 20241008175313NAL0034630786001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $1,694,917
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,694,917
- Net assets (BOY)
- $1,504,432
Income & contributions
- Employer contributions
- $59,500
- Total income / additions
- $190,305
Expenses & distributions
- Total expenses
- -$180
- Net increase / (decrease)
- $190,485
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.