Strategies 360, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Strategies 360, 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, Strategies 360, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Strategies 360, Inc. under EIN 91-1304555 and plan number 001. The latest loaded filing year is 2023. The filing reports 196 participants and $10,576,359 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Strategies 360, Inc.
- EIN
- 91-1304555
- Plan number
- 001
- Plan type
- 2
- Location
- Seattle, WA
- Latest filing year
- 2023
- Participants
- 196
- End-of-year plan assets
- $10,576,359
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 196 | H, C | 20241009115941NAL0010581443001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,576,359
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,576,359
- Net assets (BOY)
- $8,923,526
Income & contributions
- Employer contributions
- $359,612
- Participant contributions
- $1,220,640
- Total contributions
- $1,645,228
- Total income / additions
- $3,266,632
Expenses & distributions
- Benefits paid
- $1,553,633
- Administrative expenses
- $60,166
- Total expenses
- $1,613,799
- Net increase / (decrease)
- $1,652,833
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Cliftonlarsonallen Wealth Advisors | OTHER | $27,363 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $21,492 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MANGEMENT | $8,537 | not reported in the loaded dataset | 2023 |
| Map Retirement Usa LLC | CONTRACT ADMIN | $2,600 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Strategies 360, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in WA
- 401(k) and benefit plan filings in Seattle, WA
- Cliftonlarsonallen Wealth Advisors — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Map Retirement Usa LLC — Schedule C compensation