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STRATUS.HR RETIREMENT PLAN 401k Plan overview

Plan NameSTRATUS.HR RETIREMENT PLAN
Plan identification number 333

STRATUS.HR RETIREMENT PLAN 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).
  • Unknown benefit code

401k Sponsoring company profile

STRATUS.HR has sponsored the creation of one or more 401k plans.

Company Name:STRATUS.HR
Employer identification number (EIN):453548842
NAIC Classification:561300

Form 5500 Filing Information

Submission information for form 5500 for 401k plan STRATUS.HR RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
3332022-01-01
3332022-01-01
3332021-01-01
3332020-01-01
3332019-01-01
3332018-01-01
3332017-01-01CHASE HEYWOOD
3332017-01-01CHASE HEYWOOD
3332017-01-01CHASE HEYWOOD
3332017-01-01
3332016-01-01COLIN THOMPSON
3332015-01-01CHASE HEYWOOD
3332014-01-01J. CHASE HEYWOOD
3332013-01-01COLIN THOMPSON
3332012-01-01JEDD HEYWOOD

Plan Statistics for STRATUS.HR RETIREMENT PLAN

401k plan membership statisitcs for STRATUS.HR RETIREMENT PLAN

Measure Date Value
2022: STRATUS.HR RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-013,348
Total number of active participants reported on line 7a of the Form 55002022-01-012,601
Number of retired or separated participants receiving benefits2022-01-012
Number of other retired or separated participants entitled to future benefits2022-01-01512
Total of all active and inactive participants2022-01-013,115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-013,115
Number of participants with account balances2022-01-012,474
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-01177
2021: STRATUS.HR RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-012,727
Total number of active participants reported on line 7a of the Form 55002021-01-012,709
Number of retired or separated participants receiving benefits2021-01-014
Number of other retired or separated participants entitled to future benefits2021-01-01546
Total of all active and inactive participants2021-01-013,259
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-013,260
Number of participants with account balances2021-01-012,515
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-01160
2020: STRATUS.HR RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-013,046
Total number of active participants reported on line 7a of the Form 55002020-01-012,145
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01428
Total of all active and inactive participants2020-01-012,573
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-012
Total participants2020-01-012,575
Number of participants with account balances2020-01-011,871
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-01194
2019: STRATUS.HR RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-012,962
Total number of active participants reported on line 7a of the Form 55002019-01-012,475
Number of retired or separated participants receiving benefits2019-01-015
Number of other retired or separated participants entitled to future benefits2019-01-01481
Total of all active and inactive participants2019-01-012,961
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-012
Total participants2019-01-012,963
Number of participants with account balances2019-01-011,758
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-01139
2018: STRATUS.HR RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-012,653
Total number of active participants reported on line 7a of the Form 55002018-01-012,551
Number of retired or separated participants receiving benefits2018-01-016
Number of other retired or separated participants entitled to future benefits2018-01-01270
Total of all active and inactive participants2018-01-012,827
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-012,828
Number of participants with account balances2018-01-011,301
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-01119
2017: STRATUS.HR RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-012,353
Total number of active participants reported on line 7a of the Form 55002017-01-012,329
Number of retired or separated participants receiving benefits2017-01-014
Number of other retired or separated participants entitled to future benefits2017-01-01250
Total of all active and inactive participants2017-01-012,583
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-012,583
Number of participants with account balances2017-01-011,148
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0198
2016: STRATUS.HR RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011,847
Total number of active participants reported on line 7a of the Form 55002016-01-011,855
Number of other retired or separated participants entitled to future benefits2016-01-01413
Total of all active and inactive participants2016-01-012,268
Total participants2016-01-012,268
Number of participants with account balances2016-01-011,263
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0164
2015: STRATUS.HR RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011,739
Total number of active participants reported on line 7a of the Form 55002015-01-011,506
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01255
Total of all active and inactive participants2015-01-011,761
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-011,761
Number of participants with account balances2015-01-01827
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0137
2014: STRATUS.HR RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-012,086
Total number of active participants reported on line 7a of the Form 55002014-01-011,467
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01199
Total of all active and inactive participants2014-01-011,666
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-011,666
Number of participants with account balances2014-01-01574
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-016
2013: STRATUS.HR RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-011,812
Total number of active participants reported on line 7a of the Form 55002013-01-011,465
Number of retired or separated participants receiving benefits2013-01-011
Number of other retired or separated participants entitled to future benefits2013-01-01554
Total of all active and inactive participants2013-01-012,020
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-012,020
Number of participants with account balances2013-01-011,154
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-01150
2012: STRATUS.HR RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-011,904
Total number of active participants reported on line 7a of the Form 55002012-01-011,332
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01329
Total of all active and inactive participants2012-01-011,661
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-011,661
Number of participants with account balances2012-01-01846
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0175

Financial Data on STRATUS.HR RETIREMENT PLAN

Measure Date Value
2022 : STRATUS.HR RETIREMENT PLAN 2022 401k financial data
Total transfer of assets to this plan2022-12-31$133,959
Total transfer of assets from this plan2022-12-31$8,997,170
Total income from all sources (including contributions)2022-12-31$3,082,069
Total of all expenses incurred2022-12-31$4,690,388
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$4,380,960
Value of total corrective distributions2022-12-31$60,459
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$11,778,418
Value of total assets at end of year2022-12-31$42,467,964
Value of total assets at beginning of year2022-12-31$52,939,494
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$248,969
Total interest from all sources2022-12-31$76,759
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Administrative expenses professional fees incurred2022-12-31$11,500
Was this plan covered by a fidelity bond2022-12-31No
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$7,781,633
Participant contributions at end of year2022-12-31$848,339
Participant contributions at beginning of year2022-12-31$752,195
Participant contributions at end of year2022-12-31$433,664
Participant contributions at beginning of year2022-12-31$106,315
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$563,001
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$4,276
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$1,743
Administrative expenses (other) incurred2022-12-31$237,469
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,608,319
Value of net assets at end of year (total assets less liabilities)2022-12-31$42,467,964
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$52,939,494
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 pooled separate accounts at end of year2022-12-31$38,792,302
Value of interest in pooled separate accounts at beginning of year2022-12-31$49,770,409
Interest on participant loans2022-12-31$40,845
Interest earned on other investments2022-12-31$35,914
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$2,193,985
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$2,269,187
Net investment gain/loss from pooled separate accounts2022-12-31$-8,773,108
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$3,433,784
Employer contributions (assets) at end of year2022-12-31$195,398
Employer contributions (assets) at beginning of year2022-12-31$39,645
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$4,380,960
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31No
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 plan2022-12-31Disclaimer
Accountancy firm name2022-12-31SKIDMORE AND OLAUSSON
Accountancy firm EIN2022-12-31208950260
2021 : STRATUS.HR RETIREMENT PLAN 2021 401k financial data
Total transfer of assets to this plan2021-12-31$664,667
Total transfer of assets from this plan2021-12-31$7,968,881
Total income from all sources (including contributions)2021-12-31$16,854,423
Total of all expenses incurred2021-12-31$5,746,223
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$5,469,073
Expenses. Certain deemed distributions of participant loans2021-12-31$6,646
Value of total corrective distributions2021-12-31$81,090
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$10,457,564
Value of total assets at end of year2021-12-31$52,939,494
Value of total assets at beginning of year2021-12-31$49,135,508
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$189,414
Total interest from all sources2021-12-31$66,967
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31No
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$6,218,239
Participant contributions at end of year2021-12-31$752,195
Participant contributions at beginning of year2021-12-31$843,703
Participant contributions at end of year2021-12-31$106,315
Participant contributions at beginning of year2021-12-31$113,202
Assets. Other investments not covered elsewhere at end of year2021-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$85,813
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$1,141,203
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$1,743
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$1,713
Other income not declared elsewhere2021-12-31$-85,813
Administrative expenses (other) incurred2021-12-31$189,414
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$11,108,200
Value of net assets at end of year (total assets less liabilities)2021-12-31$52,939,494
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$49,135,508
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 pooled separate accounts at end of year2021-12-31$49,770,409
Value of interest in pooled separate accounts at beginning of year2021-12-31$45,993,944
Interest on participant loans2021-12-31$36,880
Interest earned on other investments2021-12-31$30,087
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$2,269,187
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$2,070,399
Net investment gain/loss from pooled separate accounts2021-12-31$6,415,705
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$3,098,122
Employer contributions (assets) at end of year2021-12-31$39,645
Employer contributions (assets) at beginning of year2021-12-31$26,734
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$5,469,073
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
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 plan2021-12-31Disclaimer
Accountancy firm name2021-12-31SKIDMORE AND OLAUSSON
Accountancy firm EIN2021-12-31208950260
2020 : STRATUS.HR RETIREMENT PLAN 2020 401k financial data
Total transfer of assets from this plan2020-12-31$6,254,441
Total income from all sources (including contributions)2020-12-31$14,938,561
Total of all expenses incurred2020-12-31$4,574,912
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$4,267,178
Expenses. Certain deemed distributions of participant loans2020-12-31$48,974
Value of total corrective distributions2020-12-31$68,359
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$8,265,722
Value of total assets at end of year2020-12-31$49,135,508
Value of total assets at beginning of year2020-12-31$45,026,300
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$190,401
Total interest from all sources2020-12-31$80,934
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Administrative expenses professional fees incurred2020-12-31$25,000
Was this plan covered by a fidelity bond2020-12-31No
If this is an individual account plan, was there a blackout period2020-12-31No
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$5,597,893
Participant contributions at end of year2020-12-31$843,703
Participant contributions at beginning of year2020-12-31$1,151,922
Participant contributions at end of year2020-12-31$113,202
Participant contributions at beginning of year2020-12-31$144,214
Assets. Other investments not covered elsewhere at end of year2020-12-31$85,813
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$756,933
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$1,713
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$2,175
Administrative expenses (other) incurred2020-12-31$165,401
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$10,363,649
Value of net assets at end of year (total assets less liabilities)2020-12-31$49,135,508
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$45,026,300
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 pooled separate accounts at end of year2020-12-31$45,993,944
Value of interest in pooled separate accounts at beginning of year2020-12-31$40,993,428
Interest on participant loans2020-12-31$49,951
Interest earned on other investments2020-12-31$30,983
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$2,070,399
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$2,492,813
Net investment gain/loss from pooled separate accounts2020-12-31$6,591,905
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 contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$1,910,896
Employer contributions (assets) at end of year2020-12-31$26,734
Employer contributions (assets) at beginning of year2020-12-31$241,748
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$4,267,178
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31No
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 plan2020-12-31Disclaimer
Accountancy firm name2020-12-31SKIDMORE AND OLAUSSON
Accountancy firm EIN2020-12-31208950260
2019 : STRATUS.HR RETIREMENT PLAN 2019 401k financial data
Total transfer of assets to this plan2019-12-31$3,401,169
Total transfer of assets from this plan2019-12-31$66,002
Total income from all sources (including contributions)2019-12-31$15,873,036
Total of all expenses incurred2019-12-31$6,553,773
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$6,341,480
Expenses. Certain deemed distributions of participant loans2019-12-31$13,844
Value of total corrective distributions2019-12-31$19,832
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$8,294,925
Value of total assets at end of year2019-12-31$45,026,300
Value of total assets at beginning of year2019-12-31$32,371,870
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$178,617
Total interest from all sources2019-12-31$95,355
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Administrative expenses professional fees incurred2019-12-31$13,500
Was this plan covered by a fidelity bond2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$5,605,256
Participant contributions at end of year2019-12-31$1,151,922
Participant contributions at beginning of year2019-12-31$773,927
Participant contributions at end of year2019-12-31$144,214
Participant contributions at beginning of year2019-12-31$81,507
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$457,575
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$2,175
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$1,009
Administrative expenses (other) incurred2019-12-31$165,117
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$9,319,263
Value of net assets at end of year (total assets less liabilities)2019-12-31$45,026,300
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$32,371,870
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 pooled separate accounts at end of year2019-12-31$40,993,428
Value of interest in pooled separate accounts at beginning of year2019-12-31$29,639,130
Interest on participant loans2019-12-31$64,713
Interest earned on other investments2019-12-31$30,642
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$2,492,813
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$1,848,204
Net investment gain/loss from pooled separate accounts2019-12-31$7,482,756
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 contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$2,232,094
Employer contributions (assets) at end of year2019-12-31$241,748
Employer contributions (assets) at beginning of year2019-12-31$28,093
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$6,341,480
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
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 name2019-12-31SKIDMORE AND OLAUSSON
Accountancy firm EIN2019-12-31208950260
2018 : STRATUS.HR RETIREMENT PLAN 2018 401k financial data
Total transfer of assets to this plan2018-12-31$2,064,938
Total transfer of assets from this plan2018-12-31$4,459,434
Total income from all sources (including contributions)2018-12-31$5,095,957
Total of all expenses incurred2018-12-31$2,889,553
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$2,687,581
Expenses. Certain deemed distributions of participant loans2018-12-31$14,990
Value of total corrective distributions2018-12-31$24,014
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$7,166,944
Value of total assets at end of year2018-12-31$32,371,870
Value of total assets at beginning of year2018-12-31$32,559,962
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$162,968
Total interest from all sources2018-12-31$58,601
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31No
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$4,325,330
Participant contributions at end of year2018-12-31$773,927
Participant contributions at beginning of year2018-12-31$841,607
Participant contributions at end of year2018-12-31$81,507
Participant contributions at beginning of year2018-12-31$47,428
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$688,990
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$1,009
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$0
Administrative expenses (other) incurred2018-12-31$162,968
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$2,206,404
Value of net assets at end of year (total assets less liabilities)2018-12-31$32,371,870
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$32,559,962
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 pooled separate accounts at end of year2018-12-31$29,639,130
Value of interest in pooled separate accounts at beginning of year2018-12-31$29,982,924
Interest on participant loans2018-12-31$36,311
Interest earned on other investments2018-12-31$22,290
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$1,848,204
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$1,670,748
Net investment gain/loss from pooled separate accounts2018-12-31$-2,129,588
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
Contributions received in cash from employer2018-12-31$2,152,624
Employer contributions (assets) at end of year2018-12-31$28,093
Employer contributions (assets) at beginning of year2018-12-31$17,255
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$2,687,581
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
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 name2018-12-31SKIDMORE AND OLAUSSON
Accountancy firm EIN2018-12-31208950260
2017 : STRATUS.HR RETIREMENT PLAN 2017 401k financial data
Total transfer of assets from this plan2017-12-31$7,011
Total income from all sources (including contributions)2017-12-31$10,836,555
Total of all expenses incurred2017-12-31$4,762,681
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$4,564,010
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$6,147,092
Value of total assets at end of year2017-12-31$32,559,962
Value of total assets at beginning of year2017-12-31$26,493,099
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$198,671
Total interest from all sources2017-12-31$54,267
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31No
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$3,643,569
Participant contributions at end of year2017-12-31$841,607
Participant contributions at beginning of year2017-12-31$787,480
Participant contributions at end of year2017-12-31$47,428
Participant contributions at beginning of year2017-12-31$56,428
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$650,462
Administrative expenses (other) incurred2017-12-31$198,671
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$6,073,874
Value of net assets at end of year (total assets less liabilities)2017-12-31$32,559,962
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$26,493,099
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 pooled separate accounts at end of year2017-12-31$29,982,924
Value of interest in pooled separate accounts at beginning of year2017-12-31$24,062,032
Interest on participant loans2017-12-31$36,294
Interest earned on other investments2017-12-31$17,973
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$1,670,748
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$1,561,905
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$-6,520
Net investment gain/loss from pooled separate accounts2017-12-31$4,641,716
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 contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$1,853,061
Employer contributions (assets) at end of year2017-12-31$17,255
Employer contributions (assets) at beginning of year2017-12-31$25,254
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$4,564,010
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
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 name2017-12-31SKIDMORE AND OLAUSSON
Accountancy firm EIN2017-12-31208950260
2016 : STRATUS.HR RETIREMENT PLAN 2016 401k financial data
Total transfer of assets to this plan2016-12-31$8,807,314
Total transfer of assets from this plan2016-12-31$102,392
Total income from all sources (including contributions)2016-12-31$6,564,288
Total of all expenses incurred2016-12-31$2,021,539
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,788,451
Expenses. Certain deemed distributions of participant loans2016-12-31$26,089
Value of total corrective distributions2016-12-31$39,629
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$5,009,489
Value of total assets at end of year2016-12-31$26,493,099
Value of total assets at beginning of year2016-12-31$13,245,428
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$167,370
Total interest from all sources2016-12-31$23,596
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31No
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$3,251,522
Participant contributions at end of year2016-12-31$787,480
Participant contributions at beginning of year2016-12-31$414,827
Participant contributions at end of year2016-12-31$56,428
Participant contributions at beginning of year2016-12-31$15,262
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$152,591
Other income not declared elsewhere2016-12-31$14,776
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$4,542,749
Value of net assets at end of year (total assets less liabilities)2016-12-31$26,493,099
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$13,245,428
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 pooled separate accounts at end of year2016-12-31$24,062,032
Value of interest in pooled separate accounts at beginning of year2016-12-31$12,002,702
Interest on participant loans2016-12-31$23,596
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$1,561,905
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$806,132
Net investment gain/loss from pooled separate accounts2016-12-31$1,516,427
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 contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$1,605,376
Employer contributions (assets) at end of year2016-12-31$25,254
Employer contributions (assets) at beginning of year2016-12-31$6,505
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,788,451
Contract administrator fees2016-12-31$167,370
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 name2016-12-31SKIDMORE AND OLAUSSON
Accountancy firm EIN2016-12-31208950260
2015 : STRATUS.HR RETIREMENT PLAN 2015 401k financial data
Total transfer of assets to this plan2015-12-31$811,888
Total transfer of assets from this plan2015-12-31$212,688
Total income from all sources (including contributions)2015-12-31$4,124,990
Total of all expenses incurred2015-12-31$1,285,376
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,126,759
Value of total corrective distributions2015-12-31$41,520
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$4,263,645
Value of total assets at end of year2015-12-31$13,245,428
Value of total assets at beginning of year2015-12-31$9,806,614
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$117,097
Total interest from all sources2015-12-31$15,495
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31No
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$2,254,435
Participant contributions at end of year2015-12-31$414,827
Participant contributions at beginning of year2015-12-31$362,936
Participant contributions at end of year2015-12-31$15,262
Participant contributions at beginning of year2015-12-31$84,108
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$1,020,709
Other income not declared elsewhere2015-12-31$16,896
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$2,839,614
Value of net assets at end of year (total assets less liabilities)2015-12-31$13,245,428
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$9,806,614
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$7,213
Value of interest in pooled separate accounts at end of year2015-12-31$12,002,702
Value of interest in pooled separate accounts at beginning of year2015-12-31$8,631,371
Interest on participant loans2015-12-31$15,495
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$806,132
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$719,046
Net investment gain/loss from pooled separate accounts2015-12-31$-171,046
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$988,501
Employer contributions (assets) at end of year2015-12-31$6,505
Employer contributions (assets) at beginning of year2015-12-31$9,153
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,126,759
Contract administrator fees2015-12-31$109,884
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31SKIDMORE AND OLAUSSON
Accountancy firm EIN2015-12-31208950260
2014 : STRATUS.HR RETIREMENT PLAN 2014 401k financial data
Total transfer of assets to this plan2014-12-31$158,377
Total transfer of assets from this plan2014-12-31$5,076,345
Total income from all sources (including contributions)2014-12-31$3,690,304
Total of all expenses incurred2014-12-31$2,291,500
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$2,146,328
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$2,905,304
Value of total assets at end of year2014-12-31$9,806,614
Value of total assets at beginning of year2014-12-31$13,325,778
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$145,172
Total interest from all sources2014-12-31$16,876
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31No
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$1,687,884
Participant contributions at end of year2014-12-31$362,936
Participant contributions at beginning of year2014-12-31$642,464
Participant contributions at end of year2014-12-31$84,108
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$400,305
Other income not declared elsewhere2014-12-31$11,891
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$1,398,804
Value of net assets at end of year (total assets less liabilities)2014-12-31$9,806,614
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$13,325,778
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in pooled separate accounts at end of year2014-12-31$8,631,371
Value of interest in pooled separate accounts at beginning of year2014-12-31$11,594,962
Interest on participant loans2014-12-31$16,876
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$719,046
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$1,064,700
Net investment gain/loss from pooled separate accounts2014-12-31$756,233
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$817,115
Employer contributions (assets) at end of year2014-12-31$9,153
Employer contributions (assets) at beginning of year2014-12-31$23,652
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$2,146,328
Contract administrator fees2014-12-31$145,172
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31SKIDMORE AND OLAUSSON
Accountancy firm EIN2014-12-31208950260
2013 : STRATUS.HR RETIREMENT PLAN 2013 401k financial data
Total transfer of assets to this plan2013-12-31$529,189
Total transfer of assets from this plan2013-12-31$1,252,835
Total income from all sources (including contributions)2013-12-31$4,524,288
Total of all expenses incurred2013-12-31$1,094,537
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$968,540
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$2,356,412
Value of total assets at end of year2013-12-31$13,325,778
Value of total assets at beginning of year2013-12-31$10,619,673
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$125,997
Total interest from all sources2013-12-31$21,930
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$1,504,844
Participant contributions at end of year2013-12-31$642,464
Participant contributions at beginning of year2013-12-31$515,929
Participant contributions at beginning of year2013-12-31$61,215
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$117,734
Other income not declared elsewhere2013-12-31$24,831
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$3,429,751
Value of net assets at end of year (total assets less liabilities)2013-12-31$13,325,778
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$10,619,673
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in pooled separate accounts at end of year2013-12-31$11,594,962
Value of interest in pooled separate accounts at beginning of year2013-12-31$8,945,104
Interest on participant loans2013-12-31$21,930
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$1,064,700
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$1,061,917
Net investment gain/loss from pooled separate accounts2013-12-31$2,121,115
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$733,834
Employer contributions (assets) at end of year2013-12-31$23,652
Employer contributions (assets) at beginning of year2013-12-31$35,508
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$968,540
Contract administrator fees2013-12-31$125,997
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31SKIDMORE AND OLAUSSON
Accountancy firm EIN2013-12-31208950260
2012 : STRATUS.HR RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total transfer of assets to this plan2012-12-31$1,307,042
Total transfer of assets from this plan2012-12-31$40,362
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$2,956,088
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$841,371
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$667,248
Expenses. Certain deemed distributions of participant loans2012-12-31$63,887
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,803,220
Value of total assets at end of year2012-12-31$10,619,673
Value of total assets at beginning of year2012-12-31$7,238,276
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$110,236
Total interest from all sources2012-12-31$18,632
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$1,173,432
Participant contributions at end of year2012-12-31$515,929
Participant contributions at beginning of year2012-12-31$433,421
Participant contributions at end of year2012-12-31$61,215
Participant contributions at beginning of year2012-12-31$43,730
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$37,995
Other income not declared elsewhere2012-12-31$73,423
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$2,114,717
Value of net assets at end of year (total assets less liabilities)2012-12-31$10,619,673
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$7,238,276
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in pooled separate accounts at end of year2012-12-31$8,945,104
Value of interest in pooled separate accounts at beginning of year2012-12-31$5,626,008
Interest on participant loans2012-12-31$18,632
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$1,061,917
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$1,112,925
Net investment gain/loss from pooled separate accounts2012-12-31$1,060,813
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$591,793
Employer contributions (assets) at end of year2012-12-31$35,508
Employer contributions (assets) at beginning of year2012-12-31$22,192
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$667,248
Contract administrator fees2012-12-31$110,236
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31SKIDMORE AND OLAUSSON PLLC
Accountancy firm EIN2012-12-31208959260

Form 5500 Responses for STRATUS.HR RETIREMENT PLAN

2022: STRATUS.HR RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entityMulitple employer plan
2022-01-01Submission has been amendedYes
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: STRATUS.HR RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entityMulitple employer plan
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: STRATUS.HR RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entityMulitple employer plan
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: STRATUS.HR RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entityMulitple employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: STRATUS.HR RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entityMulitple employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: STRATUS.HR RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entityMulitple employer plan
2017-01-01Submission has been amendedYes
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: STRATUS.HR RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entityMulitple employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: STRATUS.HR RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entityMulitple employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: STRATUS.HR RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entityMulitple employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: STRATUS.HR RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entityMulitple employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: STRATUS.HR RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entityMulitple employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number932058
Policy instance 1
Insurance contract or identification number932058
Number of Individuals Covered2474
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $232,661
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $232,661
Insurance broker organization code?3
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number932058
Policy instance 1
Insurance contract or identification number932058
Number of Individuals Covered2515
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $232,398
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $232,398
Insurance broker organization code?3
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number932058
Policy instance 1
Insurance contract or identification number932058
Number of Individuals Covered1871
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $199,005
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $199,005
Insurance broker organization code?3
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number932058
Policy instance 1
Insurance contract or identification number932058
Number of Individuals Covered1758
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $188,445
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $188,445
Insurance broker organization code?3
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number932058
Policy instance 1
Insurance contract or identification number932058
Number of Individuals Covered1301
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $149,326
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $181,910
Insurance broker organization code?3
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number932058
Policy instance 1
Insurance contract or identification number932058
Number of Individuals Covered1148
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $133,783
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $132,771
Amount paid for insurance broker fees0
Additional information about fees paid to insurance broker0
Insurance broker organization code?3
Insurance broker nameTRIAD INSURANCE INC

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