Plan5500

Stratus Team, LLC 401(K) Plan — Form 5500 plan (Stratus Team, LLC)

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, Stratus Team, LLC 401(K) Plan is a benefit plan reported by Stratus Team, LLC under EIN 92-0865709 and plan number 001. The latest loaded filing year is 2023. The filing reports 361 participants and $33,462,663 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Stratus Team, LLC
EIN
92-0865709
Plan number
001
Plan type
2
Location
Moon Township, PA
Latest filing year
2023
Participants
361
End-of-year plan assets
$33,462,663

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023361H, C20250304161333NAL0003759347001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$33,462,663
Total liabilities (EOY)
$0
Net assets (EOY)
$33,462,663
Net assets (BOY)
$0

Income & contributions

Employer contributions
$1,441,298
Participant contributions
$2,266,825
Total contributions
$5,058,257
Total income / additions
$8,085,241

Expenses & distributions

Benefits paid
$2,329,572
Administrative expenses
$88,666
Total expenses
$2,424,789
Net increase / (decrease)
$5,660,452

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$88,035$02023
Securities America Advisors, Inc.INVESTMENT ADVISORY$0$28,4792023
Morningstar Investment Management LINV ADV, PARTICIPANTS$0$02023

Related Form 5500 pages