Strategic Retirement Plan Consultants, Inc. Retirement Plan — Form 5500 plan (Strategic Retirement Plan Consultants, 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 Retirement Plan Consultants, Inc. Retirement Plan is a benefit plan reported by Strategic Retirement Plan Consultants, Inc. under EIN 81-2204426 and plan number 001. The latest loaded filing year is 2023. The filing reports 2 participants and $1,219,508 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Strategic Retirement Plan Consultants, Inc.
- EIN
- 81-2204426
- Plan number
- 001
- Plan type
- 2
- Location
- Acton, MA
- Latest filing year
- 2023
- Participants
- 2
- End-of-year plan assets
- $1,219,508
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2 | I | 20240216172133NAL0001894961001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $1,219,508
- Net assets (EOY)
- $1,219,508
- Net assets (BOY)
- $1,128,589
Income & contributions
- Employer contributions
- $44,422
- Total income / additions
- $90,919
Expenses & distributions
- Total expenses
- $0
- Net increase / (decrease)
- $90,919
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.