Stronghold Engineering, Inc. 401(K) Employee'S Profit Sharing Plan — Form 5500 plan (Stronghold Engineering 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, Stronghold Engineering, Inc. 401(K) Employee'S Profit Sharing Plan is a benefit plan reported by Stronghold Engineering Inc. under EIN 33-0886845 and plan number 002. The latest loaded filing year is 2023. The filing reports 203 participants and $19,999,057 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Stronghold Engineering Inc.
- EIN
- 33-0886845
- Plan number
- 002
- Plan type
- 2
- Location
- Perris, CA
- Latest filing year
- 2023
- Participants
- 203
- End-of-year plan assets
- $19,999,057
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 203 | H, C | 20250407141119NAL0018531633001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $19,999,057
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $19,999,057
- Net assets (BOY)
- $19,165,942
Income & contributions
- Employer contributions
- $1,521,550
- Participant contributions
- $421,615
- Total contributions
- $1,943,165
- Total income / additions
- $4,275,843
Expenses & distributions
- Benefits paid
- $3,357,398
- Administrative expenses
- $85,330
- Total expenses
- $3,442,728
- Net increase / (decrease)
- $833,115
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $29,670 | $0 | 2023 |
| Intelligence Driven Advisers LLC | INVESTMENT ADVISOR | $22,724 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group LLC | INVESTMENT MGMT | $18,572 | not reported in the loaded dataset | 2023 |
| Economic Group Pension Services Inc | CONTRACT ADMIN | $12,075 | not reported in the loaded dataset | 2023 |
| Swenson Corporation | AUDITOR | $10,000 | not reported in the loaded dataset | 2023 |
| Pnc Bank Na | INVESTMENT ADVISOR | $8,155 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Stronghold Engineering Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Perris, CA
- Empower Annuity Insurance Company O — Schedule C compensation
- Intelligence Driven Advisers LLC — Schedule C compensation
- Empower Advisory Group LLC — Schedule C compensation
- Economic Group Pension Services Inc — Schedule C compensation
- Swenson Corporation — Schedule C compensation
- Pnc Bank Na — Schedule C compensation