401k Plan data: STRATEGIC RETIREMENT PLAN CONSULTANTS, INC. RETIREMENT PLAN plan

STRATEGIC RETIREMENT PLAN CONSULTANTS, INC. RETIREMENT PLAN 401k Plan overview

Plan Name	STRATEGIC RETIREMENT PLAN CONSULTANTS, INC. RETIREMENT PLAN
Plan identification number	001

STRATEGIC RETIREMENT PLAN CONSULTANTS, INC. RETIREMENT PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Participant-directed brokerage accounts provided as an investment option under the plan.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

STRATEGIC RETIREMENT PLAN CONSULTANTS, INC. has sponsored the creation of one or more 401k plans.

Company Name: STRATEGIC RETIREMENT PLAN CONSULTANTS, INC.

Employer identification number (EIN): 812204426

NAIC Classification: 524290

Form 5500 Filing Information

Submission information for form 5500 for 401k plan STRATEGIC RETIREMENT PLAN CONSULTANTS, INC. RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01 PETER A. KLINKMUELLER
001 2017-01-01 PETER A. KLINKMUELLER
001 2016-04-20 PETER A. KLINKMUELLER

Plan Statistics for STRATEGIC RETIREMENT PLAN CONSULTANTS, INC. RETIREMENT PLAN

401k plan membership statisitcs for STRATEGIC RETIREMENT PLAN CONSULTANTS, INC. RETIREMENT PLAN

Measure Date Value
2023: STRATEGIC RETIREMENT PLAN CONSULTANTS, INC. RETIREMENT PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 3
Number of retired or separated participants receiving benefits 2023-01-01 0
Number of other retired or separated participants entitled to future benefits 2023-01-01 0
Total of all active and inactive participants 2023-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 3
Number of participants with account balances 2023-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 0
2022: STRATEGIC RETIREMENT PLAN CONSULTANTS, INC. RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 2
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 0
Total of all active and inactive participants 2022-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 2
Number of participants with account balances 2022-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: STRATEGIC RETIREMENT PLAN CONSULTANTS, INC. RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 2
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 0
Total of all active and inactive participants 2021-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 2
Number of participants with account balances 2021-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: STRATEGIC RETIREMENT PLAN CONSULTANTS, INC. RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 1
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 0
Total of all active and inactive participants 2020-01-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 1
Number of participants with account balances 2020-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: STRATEGIC RETIREMENT PLAN CONSULTANTS, INC. RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 1
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 0
Total of all active and inactive participants 2019-01-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 1
Number of participants with account balances 2019-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: STRATEGIC RETIREMENT PLAN CONSULTANTS, INC. RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 1
Total of all active and inactive participants 2018-01-01 1
Total participants 2018-01-01 1
Number of participants with account balances 2018-01-01 1
2017: STRATEGIC RETIREMENT PLAN CONSULTANTS, INC. RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 1
Total of all active and inactive participants 2017-01-01 1
Total participants 2017-01-01 1
Number of participants with account balances 2017-01-01 1
2016: STRATEGIC RETIREMENT PLAN CONSULTANTS, INC. RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year 2016-04-20 1
Total number of active participants reported on line 7a of the Form 5500 2016-04-20 1
Total of all active and inactive participants 2016-04-20 1
Total participants 2016-04-20 1
Number of participants with account balances 2016-04-20 1

Measure	Date	Value
2023: STRATEGIC RETIREMENT PLAN CONSULTANTS, INC. RETIREMENT PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	3
Number of retired or separated participants receiving benefits	2023-01-01	0
Number of other retired or separated participants entitled to future benefits	2023-01-01	0
Total of all active and inactive participants	2023-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	3
Number of participants with account balances	2023-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	0
2022: STRATEGIC RETIREMENT PLAN CONSULTANTS, INC. RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	2
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	0
Total of all active and inactive participants	2022-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	2
Number of participants with account balances	2022-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: STRATEGIC RETIREMENT PLAN CONSULTANTS, INC. RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	2
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	0
Total of all active and inactive participants	2021-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	2
Number of participants with account balances	2021-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: STRATEGIC RETIREMENT PLAN CONSULTANTS, INC. RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	1
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	0
Total of all active and inactive participants	2020-01-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	1
Number of participants with account balances	2020-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: STRATEGIC RETIREMENT PLAN CONSULTANTS, INC. RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	1
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	0
Total of all active and inactive participants	2019-01-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	1
Number of participants with account balances	2019-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: STRATEGIC RETIREMENT PLAN CONSULTANTS, INC. RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	1
Total of all active and inactive participants	2018-01-01	1
Total participants	2018-01-01	1
Number of participants with account balances	2018-01-01	1
2017: STRATEGIC RETIREMENT PLAN CONSULTANTS, INC. RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	1
Total of all active and inactive participants	2017-01-01	1
Total participants	2017-01-01	1
Number of participants with account balances	2017-01-01	1
2016: STRATEGIC RETIREMENT PLAN CONSULTANTS, INC. RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year	2016-04-20	1
Total number of active participants reported on line 7a of the Form 5500	2016-04-20	1
Total of all active and inactive participants	2016-04-20	1
Total participants	2016-04-20	1
Number of participants with account balances	2016-04-20	1

Financial Data on STRATEGIC RETIREMENT PLAN CONSULTANTS, INC. RETIREMENT PLAN

Measure	Date	Value
2023 : STRATEGIC RETIREMENT PLAN CONSULTANTS, INC. RETIREMENT PLAN 2023 401k financial data
Total income from all sources	2023-12-31	$90,919
Expenses. Total of all expenses incurred	2023-12-31	$0
Total plan assets at end of year	2023-12-31	$1,219,508
Total plan assets at beginning of year	2023-12-31	$1,128,589
Value of fidelity bond covering the plan	2023-12-31	$100,000
Other income received	2023-12-31	$46,497
Net income (gross income less expenses)	2023-12-31	$90,919
Net plan assets at end of year (total assets less liabilities)	2023-12-31	$1,219,508
Net plan assets at beginning of year (total assets less liabilities)	2023-12-31	$1,128,589
Assets. Value of employer securities	2023-12-31	$908,887
Total contributions received or receivable from employer(s)	2023-12-31	$44,422
2022 : STRATEGIC RETIREMENT PLAN CONSULTANTS, INC. RETIREMENT PLAN 2022 401k financial data
Total income from all sources	2022-12-31	$786,152
Expenses. Total of all expenses incurred	2022-12-31	$310,000
Benefits paid (including direct rollovers)	2022-12-31	$310,000
Total plan assets at end of year	2022-12-31	$1,128,589
Total plan assets at beginning of year	2022-12-31	$652,437
Value of fidelity bond covering the plan	2022-12-31	$100,000
Contributions received from other sources (not participants or employers)	2022-12-31	$449,587
Other income received	2022-12-31	$275,565
Net income (gross income less expenses)	2022-12-31	$476,152
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$1,128,589
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$652,437
Assets. Value of employer securities	2022-12-31	$889,987
Total contributions received or receivable from employer(s)	2022-12-31	$61,000
2021 : STRATEGIC RETIREMENT PLAN CONSULTANTS, INC. RETIREMENT PLAN 2021 401k financial data
Total income from all sources	2021-12-31	$166,917
Expenses. Total of all expenses incurred	2021-12-31	$446,663
Benefits paid (including direct rollovers)	2021-12-31	$446,663
Total plan assets at end of year	2021-12-31	$652,437
Total plan assets at beginning of year	2021-12-31	$932,183
Value of fidelity bond covering the plan	2021-12-31	$100,000
Total contributions received or receivable from participants	2021-12-31	$26,000
Other income received	2021-12-31	$108,743
Net income (gross income less expenses)	2021-12-31	$-279,746
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$652,437
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$932,183
Assets. Value of participant loans	2021-12-31	$0
Assets. Value of employer securities	2021-12-31	$609,902
Total contributions received or receivable from employer(s)	2021-12-31	$32,174
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
2020 : STRATEGIC RETIREMENT PLAN CONSULTANTS, INC. RETIREMENT PLAN 2020 401k financial data
Total income from all sources	2020-12-31	$274,108
Expenses. Total of all expenses incurred	2020-12-31	$0
Total plan assets at end of year	2020-12-31	$932,183
Total plan assets at beginning of year	2020-12-31	$658,075
Value of fidelity bond covering the plan	2020-12-31	$70,000
Other income received	2020-12-31	$153,783
Net income (gross income less expenses)	2020-12-31	$274,108
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$932,183
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$658,075
Assets. Value of participant loans	2020-12-31	$20,649
Assets. Value of employer securities	2020-12-31	$555,072
Total contributions received or receivable from employer(s)	2020-12-31	$120,325
2019 : STRATEGIC RETIREMENT PLAN CONSULTANTS, INC. RETIREMENT PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$32,286
Expenses. Total of all expenses incurred	2019-12-31	$15
Total plan assets at end of year	2019-12-31	$658,075
Total plan assets at beginning of year	2019-12-31	$625,804
Value of fidelity bond covering the plan	2019-12-31	$70,000
Other income received	2019-12-31	$-24,102
Net income (gross income less expenses)	2019-12-31	$32,271
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$658,075
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$625,804
Assets. Value of participant loans	2019-12-31	$25,000
Assets. Value of employer securities	2019-12-31	$486,491
Total contributions received or receivable from employer(s)	2019-12-31	$56,388
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$15
2018 : STRATEGIC RETIREMENT PLAN CONSULTANTS, INC. RETIREMENT PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$71,664
Total plan assets at end of year	2018-12-31	$625,804
Total plan assets at beginning of year	2018-12-31	$554,140
Value of fidelity bond covering the plan	2018-12-31	$70,000
Other income received	2018-12-31	$26,280
Net income (gross income less expenses)	2018-12-31	$71,664
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$625,804
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$554,140
Assets. Value of employer securities	2018-12-31	$530,262
Total contributions received or receivable from employer(s)	2018-12-31	$45,384
2017 : STRATEGIC RETIREMENT PLAN CONSULTANTS, INC. RETIREMENT PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$99,674
Total plan assets at end of year	2017-12-31	$554,140
Total plan assets at beginning of year	2017-12-31	$454,466
Value of fidelity bond covering the plan	2017-12-31	$70,000
Other income received	2017-12-31	$76,223
Net income (gross income less expenses)	2017-12-31	$99,674
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$554,140
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$454,466
Assets. Value of employer securities	2017-12-31	$501,064
Total contributions received or receivable from employer(s)	2017-12-31	$23,451
2016 : STRATEGIC RETIREMENT PLAN CONSULTANTS, INC. RETIREMENT PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$454,491
Expenses. Total of all expenses incurred	2016-12-31	$25
Total plan assets at end of year	2016-12-31	$454,466
Total plan assets at beginning of year	2016-12-31	$0
Total contributions received or receivable from participants	2016-12-31	$24,000
Expenses. Other expenses not covered elsewhere	2016-12-31	$25
Contributions received from other sources (not participants or employers)	2016-12-31	$414,138
Other income received	2016-12-31	$16,353
Net income (gross income less expenses)	2016-12-31	$454,466
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$454,466
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$0
Assets. Value of employer securities	2016-12-31	$429,607

Form 5500 Responses for STRATEGIC RETIREMENT PLAN CONSULTANTS, INC. RETIREMENT PLAN

2023: STRATEGIC RETIREMENT PLAN CONSULTANTS, INC. RETIREMENT PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Submission has been amended	No
2023-01-01	This submission is the final filing	No
2023-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2023-01-01	Plan is a collectively bargained plan	No
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: STRATEGIC RETIREMENT PLAN CONSULTANTS, INC. RETIREMENT PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: STRATEGIC RETIREMENT PLAN CONSULTANTS, INC. RETIREMENT PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: STRATEGIC RETIREMENT PLAN CONSULTANTS, INC. RETIREMENT PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: STRATEGIC RETIREMENT PLAN CONSULTANTS, INC. RETIREMENT PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: STRATEGIC RETIREMENT PLAN CONSULTANTS, INC. RETIREMENT PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: STRATEGIC RETIREMENT PLAN CONSULTANTS, INC. RETIREMENT PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: STRATEGIC RETIREMENT PLAN CONSULTANTS, INC. RETIREMENT PLAN 2016 form 5500 responses
2016-04-20	Type of plan entity	Single employer plan
2016-04-20	First time form 5500 has been submitted	Yes
2016-04-20	This return/report is a short plan year return/report (less than 12 months)	Yes
2016-04-20	Plan funding arrangement – Trust	Yes
2016-04-20	Plan benefit arrangement - Trust	Yes

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Company Name:	STRATEGIC RETIREMENT PLAN CONSULTANTS, INC.
Employer identification number (EIN):	812204426
NAIC Classification:	524290