2023 Form 5500 filing — Strand Associates, Inc. Employees Profit Sharing Trust
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 20240726150054NAL0009091715001) for Strand Associates, Inc. Employees Profit Sharing Trust, reported by Strand Associates, Inc. under EIN 39-1020418 and plan number 002. It reports 549 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240726150054NAL0009091715001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Strand Associates, Inc.
- EIN
- 39-1020418
- Plan number
- 002
- Location
- Madison, WI
- Participants
- 549
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $170,500,802
- Total liabilities (EOY)
- $234,162
- Net assets (EOY)
- $170,266,640
- Employer contributions
- $11,877,054
- Total income / additions
- $35,799,212
- Benefits paid
- $1,947,744
- Administrative expenses
- $971,173
- Total expenses
- $2,918,917
- Net increase / (decrease)
- $32,880,295
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Geneva Capital Management | NONE | $272,598 | not reported in the loaded dataset |
| Kovitz Investment Group Partners | NONE | $173,836 | not reported in the loaded dataset |
| Bmo Harris | NONE | $152,787 | not reported in the loaded dataset |
| Madison Investment Advisors | NONE | $124,024 | not reported in the loaded dataset |
| Wealth Enhancement Advisory Service | NONE | $116,528 | not reported in the loaded dataset |
| Isthmus Partners, LLC | NONE | $60,418 | not reported in the loaded dataset |
| Ubs Financial Services | NONE | $30,808 | not reported in the loaded dataset |
| Baker Tilly Us, Llp | NONE | $28,717 | not reported in the loaded dataset |
| Godfrey & Kahn, S.C. | NONE | $6,700 | not reported in the loaded dataset |