Plan5500

Strata, Inc. 401(K) Plan — Form 5500 plan (Strata, 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, Strata, Inc. 401(K) Plan is a benefit plan reported by Strata, Inc. under EIN 82-0377184 and plan number 003. The latest loaded filing year is 2023. The filing reports 131 participants and $6,762,824 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Strata, Inc.
EIN
82-0377184
Plan number
003
Plan type
2
Location
Boise, ID
Latest filing year
2023
Participants
131
End-of-year plan assets
$6,762,824

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023131H, C20241014081336NAL0026800401001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$6,762,824
Total liabilities (EOY)
$76,504
Net assets (EOY)
$6,686,320
Net assets (BOY)
$6,221,199

Income & contributions

Employer contributions
$216,170
Participant contributions
$406,061
Total contributions
$622,231
Total income / additions
$1,701,924

Expenses & distributions

Benefits paid
$1,169,236
Administrative expenses
$56,646
Total expenses
$1,236,803
Net increase / (decrease)
$465,121

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Edward JonesINVESTMENT ADVISOR$21,687not reported in the loaded dataset2023
Randall & HurleyCONTRACT ADMIN$17,115not reported in the loaded dataset2023
Harris & Co PllcAUDITOR$17,000not reported in the loaded dataset2023
Capital Group Retirement PlanRECORDKEEPER$675$02023

Related Form 5500 pages