2023 Form 5500 filing — Strategy 13 Enterprise Incorporated 401(K) Profit Sharing Plan

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240611105655NAL0049250544001) for Strategy 13 Enterprise Incorporated 401(K) Profit Sharing Plan, reported by Strategy 13 Enterprise Incorporated under EIN 45-5086840 and plan number 001. It reports 17 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$298.9KReported net assets$298,887
Participants17
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240611105655NAL0049250544001
Plan sponsor
Strategy 13 Enterprise Incorporated
EIN
45-5086840
Plan number
001
Location
Roseville, CA
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$298.9K total assets
Net assets$298.9KLiabilities
Money in vs. money out
Total income / additions-$393.6K
Total expenses$4.3K
Benefits paid / distributions$4.3K
Contributions
Employer$0
Participant$954
Full reported line items
Total assets (EOY)
$298,887
Net assets (EOY)
$298,887
Employer contributions
$0
Participant contributions
$954
Total income / additions
-$393,582
Benefits paid
$4,295
Administrative expenses
$0
Total expenses
$4,295
Net increase / (decrease)
-$397,877

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240611105655NAL0049250544001 cover?
It is the 2023 Form 5500 filing for Strategy 13 Enterprise Incorporated 401(K) Profit Sharing Plan, reported by Strategy 13 Enterprise Incorporated (EIN 45-5086840).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages