How big is Financial Strategies Advisory, LLC's plan?

Financial Strategies Advisory, LLC's plan reported $1.5M in assets and 5 participants for 2022.

Original filing (PDF)20230719154258NAL0004834898001

Financial Strategies Advisory, LLC

Name: Financial Strategies Advisory, LLC — FSA 401(k) Plan, Form 5500 (2022)
Creator: Financial Strategies Advisory, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

FSA 401(k) Plan

401(k) retirement plan · Financial Strategies Advisory, LLC's FSA 401(k) Plan held $1.5M in plan assets for 5 participants in 2022.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

Plan identifiers

Financial Strategies Advisory, LLC's EIN is 23-2875195.

EIN 23-2875195

Plan number 001

Plan year 2022

ACK ID 20230719154258NAL0004834898001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for Financial Strategies Advisory, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

Financial Strategies Advisory, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for FINANCIAL STRATEGIES ADVISORY, LLC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score