Strategic Analysis, Inc. Profit Sharing And 401(K) Plan — Form 5500 plan (Strategic Analysis, 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, Strategic Analysis, Inc. Profit Sharing And 401(K) Plan is a benefit plan reported by Strategic Analysis, Inc. under EIN 54-1367100 and plan number 001. The latest loaded filing year is 2023. The filing reports 325 participants and $52,445,256 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$52.4MPlan net assets, end of year$52,445,256
Participants325Covered participants reported
Assets / participant$161.4KComputed: assets ÷ participants$161,370 (computed)
Provider compensation$59.3K2 Schedule C provider row(s)$59,296
- Plan sponsor
- Strategic Analysis, Inc.
- EIN
- 54-1367100
- Plan number
- 001
- Plan type
- 2
- Location
- Arlington, VA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 325 | H, C | 20241009144851NAL0019465713001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$52.4M total assets
Net assets$52.4MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $52,445,256
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $52,445,256
- Net assets (BOY)
- $41,383,822
Income & contributions
- Employer contributions
- $1,195,583
- Participant contributions
- $2,429,308
- Total contributions
- $4,368,214
- Total income / additions
- $13,040,909
Expenses & distributions
- Benefits paid
- $1,918,835
- Administrative expenses
- $59,296
- Total expenses
- $1,979,475
- Net increase / (decrease)
- $11,061,434
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
33%67%
Employer 33%Participant 67%
Total expenses ÷ net assets4%Computed ratio
Benefits paid ÷ total income15%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Booster LLC | NONE | $31,210 | not reported in the loaded dataset | 2023 |
| The Vanguard Group, Inc. | NONE | $28,086 | $0 | 2023 |