2023 Form 5500 filing — Stronghold Engineering, Inc. 401(K) Employee'S Profit Sharing 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 20250407141119NAL0018531633001) for Stronghold Engineering, Inc. 401(K) Employee'S Profit Sharing Plan, reported by Stronghold Engineering Inc. under EIN 33-0886845 and plan number 002. It reports 203 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250407141119NAL0018531633001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Stronghold Engineering Inc.
- EIN
- 33-0886845
- Plan number
- 002
- Location
- Perris, CA
- Participants
- 203
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $19,999,057
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $19,999,057
- Employer contributions
- $1,521,550
- Participant contributions
- $421,615
- Total income / additions
- $4,275,843
- Benefits paid
- $3,357,398
- Administrative expenses
- $85,330
- Total expenses
- $3,442,728
- Net increase / (decrease)
- $833,115
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $29,670 | $0 |
| Intelligence Driven Advisers LLC | INVESTMENT ADVISOR | $22,724 | not reported in the loaded dataset |
| Empower Advisory Group LLC | INVESTMENT MGMT | $18,572 | not reported in the loaded dataset |
| Economic Group Pension Services Inc | CONTRACT ADMIN | $12,075 | not reported in the loaded dataset |
| Swenson Corporation | AUDITOR | $10,000 | not reported in the loaded dataset |
| Pnc Bank Na | INVESTMENT ADVISOR | $8,155 | not reported in the loaded dataset |