· 2022–2024 · DOL EFAST2

STRATEGIS CPAS & CONSULTANTS PA — STRATEGIS CPAS & CONSULTANTS PA 401(K) PLAN, Form 5500 (2024)

Original filing (PDF)20250626150030NAL0021078402001

STRATEGIS CPAS & CONSULTANTS PA

Form 5500-SF

FILING_RECEIVED

STRATEGIS CPAS & CONSULTANTS PA 401(K) PLAN

401(k) retirement plan

Active participants

11

Accounts w/ balance

12

Plan assets (EOY)

$833K

Net assets (EOY)

$833K

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

82

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for STRATEGIS CPAS & CONSULTANTS PA.

Plan sponsor

Name

STRATEGIS CPAS & CONSULTANTS PA

EIN

59-2886500all filings

Address

15955 N FLORIDA AVE STE 101 · LUTZ, FL · 335498103

Phone

(813) 931-2551

Industry

Agriculture, Forestry, Fishing, Huntingsee 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

2025-06-26

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

2A · Age/service weighted or new comparability

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Agriculture, Forestry, Fishing, Hunting plans

LAKE SHORE AUDIOLOGY PC

LAKE SHORE AUDIOLOGY PC

$833K · 3 participants

ROBERT A. MCMAHON

ROBERT A. MCMAHON RETIREMENT PLAN

$834K · 1 participants

DOUBLE M FARMS, INC.

DOUBLE M FARMS, INC. PROFIT SHARING PLAN

$835K · 5 participants

MCCORKLE SEED & CHEMICAL INC

MCCORKLE SEED & CHEMICAL INC 401(K) PROFIT SHARING PLAN

$835K · 5 participants

ENPLAS LIFE TECH

ELT 401(K) RETIREMENT PLAN

$835K · 50 participants

Researching more plans? Run a Form 5500 lookup by company name, EIN, or plan name.