2023 Form 5500 filing — Strata Products Worldwide 401(K) Retirement 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 20240926134156NAL0001631426001) for Strata Products Worldwide 401(K) Retirement Plan, reported by Strata Products Worldwide LLC under EIN 26-1736531 and plan number 001. It reports 118 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240926134156NAL0001631426001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Strata Products Worldwide LLC
- EIN
- 26-1736531
- Plan number
- 001
- Location
- Sandy Springs, GA
- Participants
- 118
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,366,213
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,366,213
- Employer contributions
- $352,923
- Participant contributions
- $542,822
- Total income / additions
- $2,797,975
- Benefits paid
- $673,387
- Administrative expenses
- $22,898
- Total expenses
- $696,285
- Net increase / (decrease)
- $2,101,690
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| T. Rowe Price Rps, Inc. | NONE | $22,898 | $0 |
| Columbia Funds | NONE | $0 | $0 |
| Mfs Funds | NONE | $0 | $0 |
| Pioneer | NONE | $0 | $0 |
| Jp Morgan Funds | NONE | $0 | $0 |
| Blackrock Funds | NONE | $0 | $0 |
| Fidelity | NONE | $0 | $0 |
| Legg Mason | NONE | $0 | $0 |
| Alliance Bernstein | NONE | $0 | $0 |