2023 Form 5500 filing — Strauss Brands 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 20241014125633NAL0013309891001) for Strauss Brands 401(K) Retirement Plan, reported by Strauss Brands LLC under EIN 39-0888084 and plan number 001. It reports 262 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)$7.5MReported net assets$7,460,835
Participants262
Provider compensation$17.7K1 Schedule C row(s)$17,710
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241014125633NAL0013309891001
Plan sponsor
Strauss Brands LLC
EIN
39-0888084
Plan number
001
Location
Franklin, WI
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)$7.5M total assets
Net assets$7.5MLiabilities$0
Money in vs. money out
Total income / additions$1.9M
Total expenses$882.7K
Benefits paid / distributions$876.7K
Contributions
Employer$202.3K
Participant$497K
Full reported line items
Total assets (EOY)
$7,460,835
Total liabilities (EOY)
$0
Net assets (EOY)
$7,460,835
Employer contributions
$202,333
Participant contributions
$496,985
Total income / additions
$1,931,374
Benefits paid
$876,656
Administrative expenses
$6,059
Total expenses
$882,715
Net increase / (decrease)
$1,048,659

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Global Retirement PartnersSERVICE PROVIDER$0$17,710

Related Form 5500 pages