2023 Form 5500 filing — Strategic Analysis, Inc. Profit Sharing And 401(K) 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 20241009144851NAL0019465713001) for Strategic Analysis, Inc. Profit Sharing And 401(K) Plan, reported by Strategic Analysis, Inc. under EIN 54-1367100 and plan number 001. It reports 325 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)$52.4MReported net assets$52,445,256
Participants325
Provider compensation$59.3K2 Schedule C row(s)$59,296
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241009144851NAL0019465713001
- Plan sponsor
- Strategic Analysis, Inc.
- EIN
- 54-1367100
- Plan number
- 001
- Location
- Arlington, VA
- Received date
- not reported in the loaded dataset
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)$52.4M total assets
Net assets$52.4MLiabilities$0
Full reported line items
- Total assets (EOY)
- $52,445,256
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $52,445,256
- Employer contributions
- $1,195,583
- Participant contributions
- $2,429,308
- Total income / additions
- $13,040,909
- Benefits paid
- $1,918,835
- Administrative expenses
- $59,296
- Total expenses
- $1,979,475
- Net increase / (decrease)
- $11,061,434
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Booster LLC | NONE | $31,210 | not reported in the loaded dataset |
| The Vanguard Group, Inc. | NONE | $28,086 | $0 |