Strong & Hanni 401(K) Profit Sharing Plan — Form 5500 plan (Strong & Hanni, P.C.)
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, Strong & Hanni 401(K) Profit Sharing Plan is a benefit plan reported by Strong & Hanni, P.C. under EIN 87-0404056 and plan number 001. The latest loaded filing year is 2023. The filing reports 181 participants and $35,877,412 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Strong & Hanni, P.C.
- EIN
- 87-0404056
- Plan number
- 001
- Plan type
- 2
- Location
- Salt Lake City, UT
- Latest filing year
- 2023
- Participants
- 181
- End-of-year plan assets
- $35,877,412
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 181 | H, C | 20241015155641NAL0050314864001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $35,877,412
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $35,877,412
- Net assets (BOY)
- $29,735,136
Income & contributions
- Employer contributions
- $1,496,859
- Participant contributions
- $1,177,890
- Total contributions
- $2,963,775
- Total income / additions
- $8,427,102
Expenses & distributions
- Benefits paid
- $2,184,984
- Administrative expenses
- $99,842
- Total expenses
- $2,284,826
- Net increase / (decrease)
- $6,142,276
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Stancorp Financial Group | NONE | $60,400 | not reported in the loaded dataset | 2023 |
| Resources Investment Advisors, Inc. | NONE | $37,470 | not reported in the loaded dataset | 2023 |
| Charles Schwab Trust | NONE | $0 | $10,818 | 2023 |
| Royal Alliance Associates, Inc. | NONE | $1,972 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Strong & Hanni, P.C.
- 2023 Form 5500 filing
- Form 5500 filings in UT
- 401(k) and benefit plan filings in Salt Lake City, UT
- Stancorp Financial Group — Schedule C compensation
- Resources Investment Advisors, Inc. — Schedule C compensation
- Charles Schwab Trust — Schedule C compensation
- Royal Alliance Associates, Inc. — Schedule C compensation