Other
2023 plan-year Other DOL Form 5500

LUTHER STRANGE & ASSOCIATES LLC DEFINED BENEFIT PLAN

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

LUTHER STRANGE & ASSOCIATES LLC

This Other plan holds N/A in total assets and serves 2 participants as of 2023. It is sponsored by LUTHER STRANGE & ASSOCIATES LLC in Alabama.

Total Assets (2023)
N/A
Participants
2
State
Industry
Professional & Technical Services

What the Filing Says About LUTHER STRANGE & ASSOCIATES LLC DEFINED BENEFIT PLAN

LUTHER STRANGE & ASSOCIATES LLC DEFINED BENEFIT PLAN is a Other retirement plan sponsored by LUTHER STRANGE & ASSOCIATES LLC, headquartered in Alabama. As of the 2023 Form 5500 filing, the plan reports N/A in total end-of-year assets and covers 2 participants across the Professional & Technical Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 823870966, and the plan has been effective since 2018-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from N/A at the beginning of 2023 to N/A at year-end. Net assets (after liabilities) closed the year at N/A. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)N/A
Total Assets (End of Year)N/A
Net Assets (End of Year)N/A
Plan TypeOther
Employer EIN823870966
Plan Effective Date2018-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (LUTHER STRANGE & ASSOCIATES LLC)

Year Plans Participants Total Assets
2022 1 2 N/A
2023 1 2 N/A
2024 1 2 N/A

Nearby Other Plans in Alabama

Peer Other plans — same state, same plan type — ranked by total assets.

Frequently Asked Questions

How much money is in the LUTHER STRANGE & ASSOCIATES LLC DEFINED BENEFIT PLAN?
As of the 2023 Form 5500 filing, LUTHER STRANGE & ASSOCIATES LLC DEFINED BENEFIT PLAN holds N/A in total assets with 2 participants. It is sponsored by LUTHER STRANGE & ASSOCIATES LLC.
What type of plan is LUTHER STRANGE & ASSOCIATES LLC DEFINED BENEFIT PLAN?
LUTHER STRANGE & ASSOCIATES LLC DEFINED BENEFIT PLAN is a Other plan. It has been effective since 2018-01-01. The plan is filed with the U.S. Department of Labor under EIN 823870966.
Who sponsors the LUTHER STRANGE & ASSOCIATES LLC DEFINED BENEFIT PLAN?
LUTHER STRANGE & ASSOCIATES LLC DEFINED BENEFIT PLAN is sponsored by LUTHER STRANGE & ASSOCIATES LLC, located in Alabama. The sponsor's EIN is 823870966 and the plan operates in the Professional & Technical Services industry.
How did LUTHER STRANGE & ASSOCIATES LLC DEFINED BENEFIT PLAN perform in 2023?
LUTHER STRANGE & ASSOCIATES LLC DEFINED BENEFIT PLAN held N/A in total assets at the end of 2023.
Where can I find official filings for LUTHER STRANGE & ASSOCIATES LLC DEFINED BENEFIT PLAN?
Official Form 5500 filings for LUTHER STRANGE & ASSOCIATES LLC DEFINED BENEFIT PLAN are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 823870966 or plan name at efast.dol.gov.
How does LUTHER STRANGE & ASSOCIATES LLC DEFINED BENEFIT PLAN compare to other plans?
You can compare LUTHER STRANGE & ASSOCIATES LLC DEFINED BENEFIT PLAN against other Other plans on the plan type page, or view plans in Alabama on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

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Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) — original filing retrieval by EIN 823870966.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.