2023 Form 5500 filing — Strata Oncology, Inc. Safe Harbor 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 20241017073827NAL0016288147001) for Strata Oncology, Inc. Safe Harbor 401(K) Plan, reported by Strata Oncology, Inc. under EIN 47-3857855 and plan number 001. It reports 153 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241017073827NAL0016288147001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Strata Oncology, Inc.
- EIN
- 47-3857855
- Plan number
- 001
- Location
- Northville, MI
- Participants
- 153
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,696,915
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,696,915
- Employer contributions
- $377,783
- Participant contributions
- $783,755
- Total income / additions
- $2,152,964
- Benefits paid
- $1,008,303
- Administrative expenses
- $3,895
- Total expenses
- $1,012,198
- Net increase / (decrease)
- $1,140,766
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| The Benefit Advantage, Inc. | THIRD PARTY ADMIN | $2,238 | not reported in the loaded dataset |
| Capital Group Retirement Services | RECORDKEEPER | $637 | $0 |