2023 Form 5500 filing — Strunk Hr, LLC 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 20241009191246NAL0018969409001) for Strunk Hr, LLC 401(K) Plan, reported by Kuali Incorporated under EIN 47-2047606 and plan number 001. It reports 112 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009191246NAL0018969409001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Kuali Incorporated
- EIN
- 47-2047606
- Plan number
- 001
- Location
- Lehi, UT
- Participants
- 112
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,163,494
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,163,494
- Employer contributions
- $310,843
- Participant contributions
- $644,758
- Total income / additions
- $2,290,135
- Benefits paid
- $305,074
- Administrative expenses
- $49,785
- Total expenses
- $354,859
- Net increase / (decrease)
- $1,935,276
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Curafin Advisors | INVESTMENT ADVISOR | $32,103 | not reported in the loaded dataset |
| Ameritas | RECORDKEEPER | $7,498 | not reported in the loaded dataset |