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STRAVA, INC. RETIREMENT TRUST 401k Plan overview

Plan NameSTRAVA, INC. RETIREMENT TRUST
Plan identification number 001

STRAVA, INC. RETIREMENT TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • 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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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

STRAVA, INC. has sponsored the creation of one or more 401k plans.

Company Name:STRAVA, INC.
Employer identification number (EIN):208725248
NAIC Classification:541519
NAIC Description:Other Computer Related Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan STRAVA, INC. RETIREMENT TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01CAROLYN BOUSQUET2023-10-05
0012021-01-01CAROLYN BOUSQUET2022-09-18
0012020-01-01CAROLYN BOUSQUET2021-09-26
0012019-01-01
0012018-01-01
0012018-01-01
0012017-01-01CAROL TRINH
0012017-01-01CAROL TRINH CAROL TRINH2019-01-29
0012016-01-01CHRISSA URQUIOLA
0012015-01-01SARBARI MUKHERJEE2016-10-17
0012014-01-01JOSEPH HENSEL2015-06-23 JOSEPH HENSEL2015-06-23
0012013-01-01JOE HENSEL2014-07-13 JOE HENSEL2014-07-13
0012012-01-01JOE HENSEL2013-07-09 JOE HENSEL2013-07-09
0012011-01-01JOE HENSEL2012-07-18 JOE HENSEL2012-07-18
0012010-01-01MICHAEL HORVATH2011-07-12 MICHAEL HORVATH2011-07-12

Plan Statistics for STRAVA, INC. RETIREMENT TRUST

401k plan membership statisitcs for STRAVA, INC. RETIREMENT TRUST

Measure Date Value
2022: STRAVA, INC. RETIREMENT TRUST 2022 401k membership
Total participants, beginning-of-year2022-01-01336
Total number of active participants reported on line 7a of the Form 55002022-01-01325
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01125
Total of all active and inactive participants2022-01-01450
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01450
Number of participants with account balances2022-01-01414
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: STRAVA, INC. RETIREMENT TRUST 2021 401k membership
Total participants, beginning-of-year2021-01-01241
Total number of active participants reported on line 7a of the Form 55002021-01-01290
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0146
Total of all active and inactive participants2021-01-01336
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01336
Number of participants with account balances2021-01-01286
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: STRAVA, INC. RETIREMENT TRUST 2020 401k membership
Total participants, beginning-of-year2020-01-01233
Total number of active participants reported on line 7a of the Form 55002020-01-01191
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0149
Total of all active and inactive participants2020-01-01240
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01240
Number of participants with account balances2020-01-01210
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: STRAVA, INC. RETIREMENT TRUST 2019 401k membership
Total participants, beginning-of-year2019-01-01204
Total number of active participants reported on line 7a of the Form 55002019-01-01171
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0162
Total of all active and inactive participants2019-01-01233
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01233
Number of participants with account balances2019-01-01180
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: STRAVA, INC. RETIREMENT TRUST 2018 401k membership
Total participants, beginning-of-year2018-01-01168
Total number of active participants reported on line 7a of the Form 55002018-01-01168
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0137
Total of all active and inactive participants2018-01-01205
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01205
Number of participants with account balances2018-01-01144
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: STRAVA, INC. RETIREMENT TRUST 2017 401k membership
Total participants, beginning-of-year2017-01-01146
Total number of active participants reported on line 7a of the Form 55002017-01-01145
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0123
Total of all active and inactive participants2017-01-01168
Total participants2017-01-01168
Number of participants with account balances2017-01-01112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: STRAVA, INC. RETIREMENT TRUST 2016 401k membership
Total participants, beginning-of-year2016-01-01120
Total number of active participants reported on line 7a of the Form 55002016-01-01125
Number of other retired or separated participants entitled to future benefits2016-01-0121
Total of all active and inactive participants2016-01-01146
Total participants2016-01-01146
Number of participants with account balances2016-01-0192
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010

Financial Data on STRAVA, INC. RETIREMENT TRUST

Measure Date Value
2022 : STRAVA, INC. RETIREMENT TRUST 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$4,721,608
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,367,568
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,354,962
Value of total corrective distributions2022-12-31$10,010
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$8,272,423
Value of total assets at end of year2022-12-31$19,837,280
Value of total assets at beginning of year2022-12-31$16,483,240
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$2,596
Total interest from all sources2022-12-31$6,648
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$786,949
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$786,949
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$4,709,831
Participant contributions at end of year2022-12-31$68,304
Participant contributions at beginning of year2022-12-31$64,049
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$1,447,498
Total non interest bearing cash at end of year2022-12-31$0
Total non interest bearing cash at beginning of year2022-12-31$17
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$3,354,040
Value of net assets at end of year (total assets less liabilities)2022-12-31$19,837,280
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$16,483,240
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$19,464,074
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$16,224,675
Interest on participant loans2022-12-31$3,458
Interest earned on other investments2022-12-31$3,190
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$304,902
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$194,499
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-4,344,412
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$2,115,094
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,354,962
Contract administrator fees2022-12-31$2,596
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31COHNREZNICK LLP'S
Accountancy firm EIN2022-12-31221478099
2021 : STRAVA, INC. RETIREMENT TRUST 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$7,814,379
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,208,862
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,205,438
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$5,588,151
Value of total assets at end of year2021-12-31$16,483,240
Value of total assets at beginning of year2021-12-31$9,877,723
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$3,424
Total interest from all sources2021-12-31$4,111
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$645,635
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$645,635
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$3,153,146
Participant contributions at end of year2021-12-31$64,049
Participant contributions at beginning of year2021-12-31$16,191
Participant contributions at end of year2021-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$1,103,792
Other income not declared elsewhere2021-12-31$93,883
Total non interest bearing cash at end of year2021-12-31$17
Total non interest bearing cash at beginning of year2021-12-31$1
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$6,605,517
Value of net assets at end of year (total assets less liabilities)2021-12-31$16,483,240
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$9,877,723
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$16,224,675
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$9,744,143
Interest on participant loans2021-12-31$1,646
Interest earned on other investments2021-12-31$2,465
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$194,499
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$117,388
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,482,599
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$1,331,213
Employer contributions (assets) at end of year2021-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,205,438
Contract administrator fees2021-12-31$3,424
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31MOSS ADAMS, LLP
Accountancy firm EIN2021-12-31910189318
2020 : STRAVA, INC. RETIREMENT TRUST 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$3,650,578
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$822,461
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$818,244
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$2,513,955
Value of total assets at end of year2020-12-31$9,877,723
Value of total assets at beginning of year2020-12-31$7,049,606
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$4,217
Total interest from all sources2020-12-31$1,939
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$2,164,605
Participant contributions at end of year2020-12-31$16,191
Participant contributions at beginning of year2020-12-31$16,700
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$200,818
Other income not declared elsewhere2020-12-31$12,633
Total non interest bearing cash at end of year2020-12-31$1
Total non interest bearing cash at beginning of year2020-12-31$2
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$2,828,117
Value of net assets at end of year (total assets less liabilities)2020-12-31$9,877,723
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$7,049,606
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$9,744,143
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$6,957,605
Interest on participant loans2020-12-31$1,214
Interest earned on other investments2020-12-31$296
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$75,299
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$75,299
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$429
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$117,388
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,122,051
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$148,532
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$818,244
Contract administrator fees2020-12-31$4,217
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31Yes
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31MOSS ADAMS LLP
Accountancy firm EIN2020-12-31910189318
2019 : STRAVA, INC. RETIREMENT TRUST 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$3,187,155
Total of all expenses incurred2019-12-31$1,126,514
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,110,699
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,861,391
Value of total assets at end of year2019-12-31$7,049,606
Value of total assets at beginning of year2019-12-31$4,988,965
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$15,815
Total interest from all sources2019-12-31$1,728
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$289,883
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$289,883
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,725,955
Participant contributions at end of year2019-12-31$16,700
Participant contributions at beginning of year2019-12-31$3,734
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$135,436
Total non interest bearing cash at end of year2019-12-31$2
Total non interest bearing cash at beginning of year2019-12-31$941
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$2,060,641
Value of net assets at end of year (total assets less liabilities)2019-12-31$7,049,606
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$4,988,965
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$6,957,605
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$4,917,264
Interest on participant loans2019-12-31$1,728
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$75,299
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$67,026
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$67,026
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,034,153
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,110,699
Contract administrator fees2019-12-31$15,815
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31MOSS ADAMS LLP
Accountancy firm EIN2019-12-31910189318
2018 : STRAVA, INC. RETIREMENT TRUST 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$1,079,745
Total of all expenses incurred2018-12-31$654,428
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$652,873
Expenses. Certain deemed distributions of participant loans2018-12-31$2
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,468,255
Value of total assets at end of year2018-12-31$4,988,965
Value of total assets at beginning of year2018-12-31$4,563,648
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$1,553
Total interest from all sources2018-12-31$179
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$304,882
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$304,882
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$210,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$1,359,428
Participant contributions at end of year2018-12-31$3,734
Participant contributions at beginning of year2018-12-31$4,148
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$108,827
Other income not declared elsewhere2018-12-31$984
Total non interest bearing cash at end of year2018-12-31$941
Total non interest bearing cash at beginning of year2018-12-31$2,219
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$425,317
Value of net assets at end of year (total assets less liabilities)2018-12-31$4,988,965
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$4,563,648
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$4,917,264
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$4,498,334
Interest on participant loans2018-12-31$179
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$67,026
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$58,947
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$58,947
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-694,555
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$652,873
Contract administrator fees2018-12-31$1,553
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31MOSS ADAMS LLP
Accountancy firm EIN2018-12-31910189318
2017 : STRAVA, INC. RETIREMENT TRUST 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$2,039,464
Total of all expenses incurred2017-12-31$373,285
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$372,055
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,391,675
Value of total assets at end of year2017-12-31$4,563,648
Value of total assets at beginning of year2017-12-31$2,897,469
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$1,230
Total interest from all sources2017-12-31$1,138
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$147,064
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$147,064
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$1,044,378
Participant contributions at end of year2017-12-31$4,148
Participant contributions at beginning of year2017-12-31$31,106
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$347,297
Total non interest bearing cash at end of year2017-12-31$2,219
Total non interest bearing cash at beginning of year2017-12-31$24
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$1,666,179
Value of net assets at end of year (total assets less liabilities)2017-12-31$4,563,648
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$2,897,469
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$4,498,334
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$2,807,823
Interest on participant loans2017-12-31$1,138
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$58,947
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$58,516
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$58,516
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$499,587
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$372,055
Contract administrator fees2017-12-31$1,230
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31MOSS ADAMS LLP
Accountancy firm EIN2017-12-31910189318
2016 : STRAVA, INC. RETIREMENT TRUST 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$1,284,377
Total of all expenses incurred2016-12-31$458,434
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$448,349
Value of total corrective distributions2016-12-31$9,140
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,050,581
Value of total assets at end of year2016-12-31$2,897,469
Value of total assets at beginning of year2016-12-31$2,071,526
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$945
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$106,767
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$106,767
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$210,000
If this is an individual account plan, was there a blackout period2016-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$846,351
Participant contributions at end of year2016-12-31$31,106
Participant contributions at beginning of year2016-12-31$6,106
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$204,230
Other income not declared elsewhere2016-12-31$83
Total non interest bearing cash at end of year2016-12-31$24
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$825,943
Value of net assets at end of year (total assets less liabilities)2016-12-31$2,897,469
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$2,071,526
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$2,807,823
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$2,065,420
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$58,516
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$126,946
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$448,349
Contract administrator fees2016-12-31$945
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31Yes
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31MOSS ADAMS LLP
Accountancy firm EIN2016-12-31910189318

Form 5500 Responses for STRAVA, INC. RETIREMENT TRUST

2022: STRAVA, INC. RETIREMENT TRUST 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: STRAVA, INC. RETIREMENT TRUST 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: STRAVA, INC. RETIREMENT TRUST 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: STRAVA, INC. RETIREMENT TRUST 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: STRAVA, INC. RETIREMENT TRUST 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: STRAVA, INC. RETIREMENT TRUST 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedYes
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: STRAVA, INC. RETIREMENT TRUST 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number814247
Policy instance 1
Insurance contract or identification number814247
Number of Individuals Covered450
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number814247
Policy instance 1
Insurance contract or identification number814247
Number of Individuals Covered336
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number814247
Policy instance 1
Insurance contract or identification number814247
Number of Individuals Covered240
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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