Civic Intelligence

Strata Fund Services LLC.

Plan context: Strata Fund Solutions LLC 401(K) Profit Sharing Plan

EIN 26-1945022 • Salt Lake City, UT • 5 filings • 1 plans

136 E. South Temple, Suite 1600Salt Lake City, UT 84111
Current Snapshot

Latest Year

2017

2017 Participants

40

2017 Assets

$1,487,478

2017 Contributions

$465,192

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$1,487,478$743,739$0201420162017YearValue
$1,487,478Latest year 2017

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

40200201320152016YearValue
40Latest year 2016

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
201710$1,487,478$465,192-
Strata Fund Solutions LLC 401(K) Profit Sharing Plan-0$1,487,478$465,192-
2016140$858,694$331,951$8,299iApproximate average salary by contribution assumption: employee only about $207,469 at 4% or $138,313 at 6%; with 50% employer match about $138,313 at 4% or $92,209 at 6%; with 100% employer match about $103,735 at 4% or $69,156 at 6%.
Strata Fund Solutions LLC 401(K) Profit Sharing Plan-40$858,694$331,951$8,299iApproximate average salary by contribution assumption: employee only about $207,469 at 4% or $138,313 at 6%; with 50% employer match about $138,313 at 4% or $92,209 at 6%; with 100% employer match about $103,735 at 4% or $69,156 at 6%.
2015130$508,782$261,408$8,714iApproximate average salary by contribution assumption: employee only about $217,840 at 4% or $145,227 at 6%; with 50% employer match about $145,227 at 4% or $96,818 at 6%; with 100% employer match about $108,920 at 4% or $72,613 at 6%.
Strata Fund Solutions LLC 401(K) Profit Sharing Plan-30$508,782$261,408$8,714iApproximate average salary by contribution assumption: employee only about $217,840 at 4% or $145,227 at 6%; with 50% employer match about $145,227 at 4% or $96,818 at 6%; with 100% employer match about $108,920 at 4% or $72,613 at 6%.
2014121$277,671$276,591$13,171iApproximate average salary by contribution assumption: employee only about $329,275 at 4% or $219,517 at 6%; with 50% employer match about $219,517 at 4% or $146,344 at 6%; with 100% employer match about $164,638 at 4% or $109,758 at 6%.
Strata Fund Solutions LLC 401(K) Profit Sharing Plan-21$277,671$276,591$13,171iApproximate average salary by contribution assumption: employee only about $329,275 at 4% or $219,517 at 6%; with 50% employer match about $219,517 at 4% or $146,344 at 6%; with 100% employer match about $164,638 at 4% or $109,758 at 6%.
2013114$0$0-
Strata Fund Solutions LLC 401(K) Profit Sharing Plan-14$0$0-