Strata G Profit Sharing Plan — Form 5500 plan (Strata-G, LLC)
Plain-English plan 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, Strata G Profit Sharing Plan is a benefit plan reported by Strata-G, LLC under EIN 01-0712797 and plan number 001. The latest loaded filing year is 2023. The filing reports 336 participants and $31,883,366 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Strata-G, LLC
- EIN
- 01-0712797
- Plan number
- 001
- Plan type
- 2
- Location
- Knoxville, TN
- Latest filing year
- 2023
- Participants
- 336
- End-of-year plan assets
- $31,883,366
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 336 | H, C | 20241015113545NAL0028211329001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $31,883,366
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $31,883,366
- Net assets (BOY)
- $28,393,726
Income & contributions
- Employer contributions
- $815,437
- Participant contributions
- $2,215,617
- Total contributions
- $3,088,228
- Total income / additions
- $7,658,739
Expenses & distributions
- Benefits paid
- $4,059,026
- Administrative expenses
- $81,873
- Total expenses
- $4,169,099
- Net increase / (decrease)
- $3,489,640
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fsc Securities Corporation | INVESTMENT ADVISOR | $43,872 | not reported in the loaded dataset | 2023 |
| Capital Group Retirement Plan Servi | RECORDKEEPER | $20,983 | $0 | 2023 |
| Tennessee Pension Administrators | CONTRACT ADMIN | $17,568 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Strata-G, LLC
- 2023 Form 5500 filing
- Form 5500 filings in TN
- 401(k) and benefit plan filings in Knoxville, TN
- Fsc Securities Corporation — Schedule C compensation
- Capital Group Retirement Plan Servi — Schedule C compensation
- Tennessee Pension Administrators — Schedule C compensation