Strategic Growth Insurance Ass 401(K) Profit Sharing Plan & Trust — Form 5500 plan (Strategic Growth Insurance Ass)
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 Growth Insurance Ass 401(K) Profit Sharing Plan & Trust is a benefit plan reported by Strategic Growth Insurance Ass under EIN 26-0281070 and plan number 001. The latest loaded filing year is 2023. The filing reports 9 participants and $1,684,028 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Strategic Growth Insurance Ass
- EIN
- 26-0281070
- Plan number
- 001
- Plan type
- 2
- Location
- Diamond Bar, CA
- Latest filing year
- 2023
- Participants
- 9
- End-of-year plan assets
- $1,684,028
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 9 | I | 20240417163158NAL0003217569001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $1,684,028
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,684,028
- Net assets (BOY)
- $1,163,081
Income & contributions
- Employer contributions
- $49,499
- Participant contributions
- $175,690
- Total income / additions
- $526,152
Expenses & distributions
- Benefits paid
- $0
- Administrative expenses
- $5,205
- Total expenses
- $5,205
- Net increase / (decrease)
- $520,947
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.