Strategic Risk Solutions Inc 401(K) Profit Sharing Plan And Trust — Form 5500 plan (Strategic Risk Solutions, Inc)

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, Strategic Risk Solutions Inc 401(K) Profit Sharing Plan And Trust is a benefit plan reported by Strategic Risk Solutions, Inc under EIN 04-3199991 and plan number 001. The latest loaded filing year is 2023. The filing reports 118 participants and $19,870,237 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Strategic Risk Solutions, Inc
EIN
04-3199991
Plan number
001
Plan type
2
Location
Concord, MA
Latest filing year
2023
Participants
118
End-of-year plan assets
$19,870,237

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023118I20240521094749NAL0004553264001

Reported financial statement (2023 · Schedule I)

Net assets

Total assets (EOY)
$19,870,237
Total liabilities (EOY)
$0
Net assets (EOY)
$19,870,237
Net assets (BOY)
$15,662,182

Income & contributions

Employer contributions
$461,732
Participant contributions
$1,255,046
Total income / additions
$5,142,244

Expenses & distributions

Benefits paid
$903,660
Administrative expenses
$30,529
Total expenses
$934,189
Net increase / (decrease)
$4,208,055

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages