Plan5500

Soar 365 — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Soar 365 (EIN 54-0629691) is a plan sponsor located in Richmond, VA with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
54-0629691
Location
Richmond, VA
Loaded plans
2
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Soar 365

  • 2 loaded plans hold $6.1M in reported assets.
  • The largest, Soar365 Tax Deferred Annuity Plan, holds 100% of this company's reported plan assets.
  • Plans cover 574 reported participants.
  • 1 of 2 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$6.1MSummed across loaded plans$6,055,375
Total reported assets$6.1M$6,055,418
Total reported participants574
Total reported liabilities$43

Reported net position

Reported assets = net assets + liabilities (summed)$6.1M total assets
Net assets$6.1MLiabilities$43
Contributions & income
Employer contributions$486.2K
Participant contributions$646.4K
Total income / additions$1.9M
Expenses & distributions
Benefits paid / distributions$269.8K
Total expenses$281K
Net increase / (decrease)$1.7M

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation1 / 2 (50%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Soar365 Tax Deferred Annuity Plan
Participants per plan287Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Soar365 Tax Deferred Annuity Plan$6.1M
    Plan #004 · 409 participants · 2023
  2. 2
    Soar 365 Health And Welfare Plannot reported in the loaded dataset
    Plan #505 · 165 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Soar 365. Open one for its full reported snapshot.

  1. 2023
    Soar 365 Health And Welfare Plan165 participants · 2No schedules
    View filing →
  2. 2023
    Soar365 Tax Deferred Annuity Plan409 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Soar 365 report on Form 5500?
Soar 365 (EIN 54-0629691) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Soar 365?
The Employer Identification Number (EIN) reported for Soar 365 is 54-0629691.
What is the latest Form 5500 filing year for Soar 365?
The latest loaded Form 5500 filing year for Soar 365 is 2023.

Related Form 5500 pages