401(k)
2024 plan-year 401(k) DOL Form 5500

Strata G Profit Sharing Plan

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

Sponsored by Strata-G, LLC · Tennessee · Professional & Technical Services

What the 2023 filing shows

Strata G Profit Sharing Plan holds $33M for 287 participants — about $113,375 per participant, up 2.1% over the 2024 plan year.

$33M
total plan assets (2024 EOY)
287
covered participants
$113,375
avg assets per participant
+2.1%
assets growth YoY
Total Assets (2023)
$33M
Participants
287
State
Industry
Professional & Technical Services

What the Filing Says About Strata G Profit Sharing Plan

Strata G Profit Sharing Plan is a 401(k) retirement plan sponsored by Strata-G, LLC, headquartered in Tennessee. As of the 2024 Form 5500 filing, the plan reports $33M in total end-of-year assets and covers 287 participants across the Professional & Technical Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 010712797, and the plan has been effective since 2002-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $32M at the beginning of 2024 to $33M at year-end — a gain of 2.1%. Net assets (after liabilities) closed the year at $33M, with reported net income of $655K driven by investment returns, contributions received, and benefit payments during the period. 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)$32M
Total Assets (End of Year)$33M
Net Assets (End of Year)$33M
Net Income$655K
Plan Type401(k)
Employer EIN010712797
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Strata-G, LLC)

Year Plans Participants Total Assets
2022 1 209 $28M
2023 1 251 $32M
2024 1 287 $33M

Nearby 401(k) Plans in Tennessee

Peer 401(k) plans — same state, same plan type — ranked by total assets.

Frequently Asked Questions

How much money is in the Strata G Profit Sharing Plan?
As of the 2024 Form 5500 filing, Strata G Profit Sharing Plan holds $33M in total assets with 287 participants. It is sponsored by Strata-G, LLC.
What type of plan is Strata G Profit Sharing Plan?
Strata G Profit Sharing Plan is a 401(k) plan. It has been effective since 2002-01-01. The plan is filed with the U.S. Department of Labor under EIN 010712797.
Who sponsors the Strata G Profit Sharing Plan?
Strata G Profit Sharing Plan is sponsored by Strata-G, LLC, located in Tennessee. The sponsor's EIN is 010712797 and the plan operates in the Professional & Technical Services industry.
How did Strata G Profit Sharing Plan perform in 2024?
Strata G Profit Sharing Plan grew by 2.1% during 2024, moving from $32M to $33M in total assets. Net income was $655K.
Where can I find official filings for Strata G Profit Sharing Plan?
Official Form 5500 filings for Strata G Profit Sharing Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 010712797 or plan name at efast.dol.gov.
How does Strata G Profit Sharing Plan compare to other plans?
You can compare Strata G Profit Sharing Plan against other 401(k) plans on the plan type page, or view plans in Tennessee on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) — original filing retrieval by EIN 010712797.

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 U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.