2023 Form 5500 filing — Stratus Team, 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 20250304161333NAL0003759347001) for Stratus Team, LLC 401(K) Plan, reported by Stratus Team, LLC under EIN 92-0865709 and plan number 001. It reports 361 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250304161333NAL0003759347001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Stratus Team, LLC
- EIN
- 92-0865709
- Plan number
- 001
- Location
- Moon Township, PA
- Participants
- 361
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $33,462,663
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $33,462,663
- Employer contributions
- $1,441,298
- Participant contributions
- $2,266,825
- Total income / additions
- $8,085,241
- Benefits paid
- $2,329,572
- Administrative expenses
- $88,666
- Total expenses
- $2,424,789
- Net increase / (decrease)
- $5,660,452
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $88,035 | $0 |
| Securities America Advisors, Inc. | INVESTMENT ADVISORY | $0 | $28,479 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 |