2023 Form 5500 filing — Strategic Alpha Inc. 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 20241015155236NAL0030240849001) for Strategic Alpha Inc. 401(K) Retirement Plan, reported by Strategic Alpha Inc. under EIN 83-3111090 and plan number 001. It reports 141 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)$68.1MReported net assets$68,138,272
Participants141
Provider compensation$9K1 Schedule C row(s)$8,962
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241015155236NAL0030240849001
Plan sponsor
Strategic Alpha Inc.
EIN
83-3111090
Plan number
001
Location
Arlington, VA
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)$68.1M total assets
Net assets$68.1MLiabilities$0
Money in vs. money out
Total income / additions$11.7M
Total expenses$1.3M
Benefits paid / distributions$1.3M
Contributions
Employer$965.9K
Participant$1.6M
Full reported line items
Total assets (EOY)
$68,138,272
Total liabilities (EOY)
$0
Net assets (EOY)
$68,138,272
Employer contributions
$965,893
Participant contributions
$1,628,381
Total income / additions
$11,714,211
Benefits paid
$1,334,840
Administrative expenses
$8,762
Total expenses
$1,343,602
Net increase / (decrease)
$10,370,609
Schedule C

Reported service provider compensation

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

  1. 1
    NONE · Direct $9K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015155236NAL0030240849001 cover?
It is the 2023 Form 5500 filing for Strategic Alpha Inc. 401(K) Retirement Plan, reported by Strategic Alpha Inc. (EIN 83-3111090).
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