Plan5500

Strongmind, Inc. 401(K) Plan — Form 5500 plan (Strongmind, 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, Strongmind, Inc. 401(K) Plan is a benefit plan reported by Strongmind, Inc. under EIN 47-4746942 and plan number 001. The latest loaded filing year is 2023. The filing reports 800 participants and $14,848,174 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Strongmind, Inc.
EIN
47-4746942
Plan number
001
Plan type
2
Location
Chandler, AZ
Latest filing year
2023
Participants
800
End-of-year plan assets
$14,848,174

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023800H, C20240503104914NAL0022703552001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$14,848,174
Net assets (EOY)
$14,848,174
Net assets (BOY)
$11,334,601

Income & contributions

Employer contributions
$866,860
Participant contributions
$1,447,135
Total contributions
$2,476,767
Total income / additions
$4,815,535

Expenses & distributions

Benefits paid
$1,175,826
Administrative expenses
$126,136
Total expenses
$1,301,962
Net increase / (decrease)
$3,513,573

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
John Hancock Life Insurance CompanyRECORDKEEPER$86,862$02023
Pfg Advisors, LLCREGISTERED INVESTMENT ADV$32,554$02023

Related Form 5500 pages