Strata Oncology, Inc. Safe Harbor 401(K) Plan — Form 5500 plan (Strata Oncology, 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, Strata Oncology, Inc. Safe Harbor 401(K) Plan is a benefit plan reported by Strata Oncology, Inc. under EIN 47-3857855 and plan number 001. The latest loaded filing year is 2023. The filing reports 153 participants and $5,696,915 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Strata Oncology, Inc.
EIN
47-3857855
Plan number
001
Plan type
2
Location
Northville, MI
Latest filing year
2023
Participants
153
End-of-year plan assets
$5,696,915

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023153H, C20241017073827NAL0016288147001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$5,696,915
Total liabilities (EOY)
$0
Net assets (EOY)
$5,696,915
Net assets (BOY)
$4,556,149

Income & contributions

Employer contributions
$377,783
Participant contributions
$783,755
Total contributions
$1,256,191
Total income / additions
$2,152,964

Expenses & distributions

Benefits paid
$1,008,303
Administrative expenses
$3,895
Total expenses
$1,012,198
Net increase / (decrease)
$1,140,766

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
The Benefit Advantage, Inc.THIRD PARTY ADMIN$2,238not reported in the loaded dataset2023
Capital Group Retirement ServicesRECORDKEEPER$637$02023

Related Form 5500 pages