Original filing (PDF)20251010104624NAL0007539377001

LUIS STROHMEIER

Name: LUIS STROHMEIER — STROHMEIER & ASSOCIATES PROFIT SHARING PLAN, Form 5500 (2024)
Creator: LUIS STROHMEIER

Form 5500-SF

FILING_RECEIVED

STROHMEIER & ASSOCIATES PROFIT SHARING PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$7.1M

Net assets (EOY)

$7.1M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LUIS STROHMEIER.

Plan sponsor

Name

LUIS STROHMEIER

EIN

31-1804031

Address

3 GROVE ISLE DRIVE · UNIT C410 · MIAMI, FL · 33133

Phone

(937) 395-3113

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-10

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2R · Participant-directed brokerage (SDBA)

3B · Covers self-employed individuals

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

Small plans don't disclose service providers

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