Adstra, Inc.Employee Savings Plan — Form 5500 plan (Adstra, 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, Adstra, Inc.Employee Savings Plan is a benefit plan reported by Adstra, Inc under EIN 22-2223741 and plan number 003. The latest loaded filing year is 2023. The filing reports 287 participants and $26,461,959 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Adstra, Inc
EIN
22-2223741
Plan number
003
Plan type
2
Location
Princeton, NJ
Latest filing year
2023
Participants
287
End-of-year plan assets
$26,461,959

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023287H, C20241001082846NAL0006801441001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$26,461,959
Total liabilities (EOY)
$0
Net assets (EOY)
$26,461,959
Net assets (BOY)
$21,299,431

Income & contributions

Employer contributions
$468,411
Participant contributions
$2,324,627
Total contributions
$3,198,181
Total income / additions
$7,039,318

Expenses & distributions

Benefits paid
$1,774,930
Administrative expenses
$93,016
Total expenses
$1,876,790
Net increase / (decrease)
$5,162,528

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Curi Wealth Management LLCADVISOR$56,141not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$33,549$02023

Related Form 5500 pages