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STRATEGIC INVESTMENT SOLUTIONS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 401k Plan overview

Plan NameSTRATEGIC INVESTMENT SOLUTIONS, INC. EMPLOYEE STOCK OWNERSHIP PLAN
Plan identification number 002

STRATEGIC INVESTMENT SOLUTIONS, INC. EMPLOYEE STOCK OWNERSHIP PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Stock bonus
  • Leveraged ESOP - An ESOP that acquires employer securities with borrowed money or other debt-financing techniques. A completed Schedule E must be attached to a Form 5500 filed for an ESOP.
  • The employer maintaining this ESOP is an S Corporation
  • Plan requiring that all or part of employer contributions be invested and held, at least for a limited period, in employer securities.

401k Sponsoring company profile

STRATEGIC INVESTMENT SOLUTIONS, INC. has sponsored the creation of one or more 401k plans.

Company Name:STRATEGIC INVESTMENT SOLUTIONS, INC.
Employer identification number (EIN):943194697
NAIC Classification:523900

Additional information about STRATEGIC INVESTMENT SOLUTIONS, INC.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations
Incorporation Date: 2000-06-12
Company Identification Number: P00000058554
Legal Registered Office Address: 7808 CROSSWINDS WAY

MOUNT DORA

32757

More information about STRATEGIC INVESTMENT SOLUTIONS, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan STRATEGIC INVESTMENT SOLUTIONS, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022017-01-01NICHOLAS L. SAAKVITNE
0022016-01-01NICHOLAS L. SAAKVITNE
0022016-01-01JOHN MEIER2017-01-30
0022016-01-01
0022015-01-01
0022014-01-01JOHN MEIER
0022013-01-01JOHN MEIER
0022012-01-01JOHN MEIER
0022011-01-01JOHN MEIER

Plan Statistics for STRATEGIC INVESTMENT SOLUTIONS, INC. EMPLOYEE STOCK OWNERSHIP PLAN

401k plan membership statisitcs for STRATEGIC INVESTMENT SOLUTIONS, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Measure Date Value
2017: STRATEGIC INVESTMENT SOLUTIONS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-012
Total number of active participants reported on line 7a of the Form 55002017-01-010
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-010
Number of participants with account balances2017-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: STRATEGIC INVESTMENT SOLUTIONS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0140
Total number of active participants reported on line 7a of the Form 55002016-01-010
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-012
Total of all active and inactive participants2016-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-012
Number of participants with account balances2016-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: STRATEGIC INVESTMENT SOLUTIONS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0137
Total number of active participants reported on line 7a of the Form 55002015-01-0123
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0117
Total of all active and inactive participants2015-01-0140
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0140
Number of participants with account balances2015-01-0140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: STRATEGIC INVESTMENT SOLUTIONS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0133
Total number of active participants reported on line 7a of the Form 55002014-01-0126
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0111
Total of all active and inactive participants2014-01-0137
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0137
Number of participants with account balances2014-01-0137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-013
2013: STRATEGIC INVESTMENT SOLUTIONS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0130
Total number of active participants reported on line 7a of the Form 55002013-01-0131
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-012
Total of all active and inactive participants2013-01-0133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0133
Number of participants with account balances2013-01-0133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: STRATEGIC INVESTMENT SOLUTIONS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0129
Total number of active participants reported on line 7a of the Form 55002012-01-0128
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-012
Total of all active and inactive participants2012-01-0130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0130
Number of participants with account balances2012-01-0130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: STRATEGIC INVESTMENT SOLUTIONS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0127
Total number of active participants reported on line 7a of the Form 55002011-01-0129
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-0129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0129
Number of participants with account balances2011-01-0129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010

Financial Data on STRATEGIC INVESTMENT SOLUTIONS, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Measure Date Value
2017 : STRATEGIC INVESTMENT SOLUTIONS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k financial data
Total income from all sources2017-02-24$0
Expenses. Total of all expenses incurred2017-02-24$494
Benefits paid (including direct rollovers)2017-02-24$494
Total plan assets at end of year2017-02-24$0
Total plan assets at beginning of year2017-02-24$494
Value of fidelity bond covering the plan2017-02-24$1,000,000
Net income (gross income less expenses)2017-02-24$-494
Net plan assets at end of year (total assets less liabilities)2017-02-24$0
Net plan assets at beginning of year (total assets less liabilities)2017-02-24$494
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-02-24$0
2016 : STRATEGIC INVESTMENT SOLUTIONS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k financial data
Total plan liabilities at end of year2016-12-31$0
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$0
Expenses. Total of all expenses incurred2016-12-31$496,245
Benefits paid (including direct rollovers)2016-12-31$496,245
Total plan assets at end of year2016-12-31$0
Total plan assets at beginning of year2016-12-31$496,245
Value of fidelity bond covering the plan2016-12-31$1,000,000
Net income (gross income less expenses)2016-12-31$-496,245
Net plan assets at end of year (total assets less liabilities)2016-12-31$0
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$496,245
Assets. Value of employer securities2016-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : STRATEGIC INVESTMENT SOLUTIONS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k financial data
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$835,828
Total income from all sources2015-12-31$299,488
Expenses. Total of all expenses incurred2015-12-31$16,254
Benefits paid (including direct rollovers)2015-12-31$0
Total plan assets at end of year2015-12-31$496,245
Total plan assets at beginning of year2015-12-31$1,048,839
Value of fidelity bond covering the plan2015-12-31$1,000,000
Expenses. Other expenses not covered elsewhere2015-12-31$16,254
Other income received2015-12-31$-325,477
Net income (gross income less expenses)2015-12-31$283,234
Net plan assets at end of year (total assets less liabilities)2015-12-31$496,245
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$213,011
Total contributions received or receivable from employer(s)2015-12-31$624,965
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : STRATEGIC INVESTMENT SOLUTIONS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k financial data
Total plan liabilities at end of year2014-12-31$835,828
Total plan liabilities at beginning of year2014-12-31$1,107,768
Total income from all sources2014-12-31$-324,586
Expenses. Total of all expenses incurred2014-12-31$0
Total plan assets at end of year2014-12-31$1,048,839
Total plan assets at beginning of year2014-12-31$1,645,365
Value of fidelity bond covering the plan2014-12-31$1,000,000
Other income received2014-12-31$-324,586
Net income (gross income less expenses)2014-12-31$-324,586
Net plan assets at end of year (total assets less liabilities)2014-12-31$213,011
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$537,597
Assets. Value of employer securities2014-12-31$1,045,828
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : STRATEGIC INVESTMENT SOLUTIONS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2013 401k financial data
Total plan liabilities at end of year2013-12-31$1,107,768
Total plan liabilities at beginning of year2013-12-31$1,552,968
Total income from all sources2013-12-31$211,086
Expenses. Total of all expenses incurred2013-12-31$38,667
Benefits paid (including direct rollovers)2013-12-31$0
Total plan assets at end of year2013-12-31$1,645,365
Total plan assets at beginning of year2013-12-31$1,918,146
Value of fidelity bond covering the plan2013-12-31$1,000,000
Expenses. Other expenses not covered elsewhere2013-12-31$38,667
Other income received2013-12-31$41,086
Net income (gross income less expenses)2013-12-31$172,419
Net plan assets at end of year (total assets less liabilities)2013-12-31$537,597
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$365,178
Assets. Value of employer securities2013-12-31$1,475,364
Total contributions received or receivable from employer(s)2013-12-31$170,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : STRATEGIC INVESTMENT SOLUTIONS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2012 401k financial data
Total plan liabilities at end of year2012-12-31$1,552,968
Total plan liabilities at beginning of year2012-12-31$1,718,146
Total income from all sources2012-12-31$200,000
Expenses. Total of all expenses incurred2012-12-31$34,822
Total plan assets at end of year2012-12-31$1,918,146
Total plan assets at beginning of year2012-12-31$1,918,146
Value of fidelity bond covering the plan2012-12-31$1,000,000
Expenses. Other expenses not covered elsewhere2012-12-31$34,822
Net income (gross income less expenses)2012-12-31$165,178
Net plan assets at end of year (total assets less liabilities)2012-12-31$365,178
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$200,000
Assets. Value of employer securities2012-12-31$1,718,146
Total contributions received or receivable from employer(s)2012-12-31$200,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : STRATEGIC INVESTMENT SOLUTIONS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2011 401k financial data
Total plan liabilities at end of year2011-12-31$1,718,146
Total income from all sources2011-12-31$200,000
Expenses. Total of all expenses incurred2011-12-31$0
Total plan assets at end of year2011-12-31$1,918,146
Value of fidelity bond covering the plan2011-12-31$1,000,000
Net income (gross income less expenses)2011-12-31$200,000
Net plan assets at end of year (total assets less liabilities)2011-12-31$200,000
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$0
Assets. Value of employer securities2011-12-31$1,718,146
Total contributions received or receivable from employer(s)2011-12-31$200,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0

Form 5500 Responses for STRATEGIC INVESTMENT SOLUTIONS, INC. EMPLOYEE STOCK OWNERSHIP PLAN

2017: STRATEGIC INVESTMENT SOLUTIONS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingYes
2017-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: STRATEGIC INVESTMENT SOLUTIONS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedYes
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: STRATEGIC INVESTMENT SOLUTIONS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: STRATEGIC INVESTMENT SOLUTIONS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: STRATEGIC INVESTMENT SOLUTIONS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: STRATEGIC INVESTMENT SOLUTIONS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle 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 – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: STRATEGIC INVESTMENT SOLUTIONS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01First time form 5500 has been submittedYes
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes

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