2023 Form 5500 filing — Micro Strategies, Inc 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 20241008123012NAL0016616641001) for Micro Strategies, Inc 401(K) Profit Sharing Plan, reported by Micro Strategies, Inc under EIN 22-2464278 and plan number 001. It reports 160 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$19.5MReported net assets$19,496,159
Participants160
Provider compensation$98.2K3 Schedule C row(s)$98,197
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241008123012NAL0016616641001
Plan sponsor
Micro Strategies, Inc
EIN
22-2464278
Plan number
001
Location
Parsippany, NJ
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 H · 2023

Reported financial snapshot

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

Reported balance (end of year)$19.5M total assets
Net assets$19.5MLiabilities$0
Money in vs. money out
Total income / additions$4.6M
Total expenses$1.9M
Benefits paid / distributions$1.8M
Contributions
Employer$235.1K
Participant$954.1K
Full reported line items
Total assets (EOY)
$19,496,159
Total liabilities (EOY)
$0
Net assets (EOY)
$19,496,159
Employer contributions
$235,083
Participant contributions
$954,065
Total income / additions
$4,568,422
Benefits paid
$1,817,083
Administrative expenses
$96,308
Total expenses
$1,913,391
Net increase / (decrease)
$2,655,031
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    NONE · Direct $70K
  2. 2
    NONE · Direct $16.4K · Indirect $1.8K
  3. 3
    NONE · Direct $10K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241008123012NAL0016616641001 cover?
It is the 2023 Form 5500 filing for Micro Strategies, Inc 401(K) Profit Sharing Plan, reported by Micro Strategies, Inc (EIN 22-2464278).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages