401k Plan data: STRATIS RISK SOLUTIONS INSURANCE SERVICES, LLC 401(K) PROFIT SHARING PLAN plan

STRATIS RISK SOLUTIONS INSURANCE SERVICES, LLC 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	STRATIS RISK SOLUTIONS INSURANCE SERVICES, LLC 401(K) PROFIT SHARING PLAN
Plan identification number	001

STRATIS RISK SOLUTIONS INSURANCE SERVICES, LLC 401(K) PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

STRATIS RISK SOLUTIONS INSURANCE SERVICES, LLC has sponsored the creation of one or more 401k plans.

Company Name: STRATIS RISK SOLUTIONS INSURANCE SERVICES, LLC

Employer identification number (EIN): 272006660

NAIC Classification: 524210
NAIC Description: Insurance Agencies and Brokerages

Additional information about STRATIS RISK SOLUTIONS INSURANCE SERVICES, LLC

Jurisdiction of Incorporation: California Secretary of State

Incorporation Date: 2010-02-12

Company Identification Number: 201004810226

Legal Registered Office Address: 16255 VENTURA BLVD #1040

ENCINO
United States of America (USA)
91436

More information about STRATIS RISK SOLUTIONS INSURANCE SERVICES, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan STRATIS RISK SOLUTIONS INSURANCE SERVICES, LLC 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01 MARK ANGARD 2022-08-25 MARK ANGARD 2022-08-25
001 2020-01-01 MARK ANGARD 2022-06-09 MARK ANGARD 2022-06-09
001 2019-01-01
001 2018-01-01 MARK ANGARD 2019-09-26 MARK ANGARD 2019-09-26
001 2017-01-01 MARK ANGARD 2018-09-25 MARK ANGARD 2018-09-25
001 2016-01-01 MARK ANGARD 2017-09-22 MARK ANGARD 2017-09-22
001 2015-01-01 MARK ANGARD 2016-09-29 MARK ANGARD 2016-09-29
001 2014-01-01 CHRISTINA MENDEZ 2015-10-05 CHRISTINA MENDEZ 2015-10-05
001 2013-01-01 CHRISTINA MENDEZ 2014-09-22 CHRISTINA MENDEZ 2014-09-22

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01
001	2021-01-01	MARK ANGARD	2022-08-25	MARK ANGARD	2022-08-25
001	2020-01-01	MARK ANGARD	2022-06-09	MARK ANGARD	2022-06-09
001	2019-01-01
001	2018-01-01	MARK ANGARD	2019-09-26	MARK ANGARD	2019-09-26
001	2017-01-01	MARK ANGARD	2018-09-25	MARK ANGARD	2018-09-25
001	2016-01-01	MARK ANGARD	2017-09-22	MARK ANGARD	2017-09-22
001	2015-01-01	MARK ANGARD	2016-09-29	MARK ANGARD	2016-09-29
001	2014-01-01	CHRISTINA MENDEZ	2015-10-05	CHRISTINA MENDEZ	2015-10-05
001	2013-01-01	CHRISTINA MENDEZ	2014-09-22	CHRISTINA MENDEZ	2014-09-22

Plan Statistics for STRATIS RISK SOLUTIONS INSURANCE SERVICES, LLC 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for STRATIS RISK SOLUTIONS INSURANCE SERVICES, LLC 401(K) PROFIT SHARING PLAN

Measure Date Value
2021: STRATIS RISK SOLUTIONS INSURANCE SERVICES, LLC 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 1
Number of retired or separated participants receiving benefits 2021-01-01 1
Number of other retired or separated participants entitled to future benefits 2021-01-01 0
Total of all active and inactive participants 2021-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 2
Number of participants with account balances 2021-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: STRATIS RISK SOLUTIONS INSURANCE SERVICES, LLC 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 2
Number of retired or separated participants receiving benefits 2020-01-01 1
Number of other retired or separated participants entitled to future benefits 2020-01-01 0
Total of all active and inactive participants 2020-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 3
Number of participants with account balances 2020-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: STRATIS RISK SOLUTIONS INSURANCE SERVICES, LLC 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 2
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 1
Total of all active and inactive participants 2019-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 3
Number of participants with account balances 2019-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 1

Measure	Date	Value
2021: STRATIS RISK SOLUTIONS INSURANCE SERVICES, LLC 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	1
Number of retired or separated participants receiving benefits	2021-01-01	1
Number of other retired or separated participants entitled to future benefits	2021-01-01	0
Total of all active and inactive participants	2021-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	2
Number of participants with account balances	2021-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: STRATIS RISK SOLUTIONS INSURANCE SERVICES, LLC 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	2
Number of retired or separated participants receiving benefits	2020-01-01	1
Number of other retired or separated participants entitled to future benefits	2020-01-01	0
Total of all active and inactive participants	2020-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	3
Number of participants with account balances	2020-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: STRATIS RISK SOLUTIONS INSURANCE SERVICES, LLC 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	2
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	1
Total of all active and inactive participants	2019-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	3
Number of participants with account balances	2019-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	1

Financial Data on STRATIS RISK SOLUTIONS INSURANCE SERVICES, LLC 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2021 : STRATIS RISK SOLUTIONS INSURANCE SERVICES, LLC 401(K) PROFIT SHARING PLAN 2021 401k financial data
Transfers to/from the plan	2021-12-31	$0
Total plan liabilities at end of year	2021-12-31	$0
Total plan liabilities at beginning of year	2021-12-31	$0
Total income from all sources	2021-12-31	$10,600
Expenses. Total of all expenses incurred	2021-12-31	$70
Benefits paid (including direct rollovers)	2021-12-31	$0
Total plan assets at end of year	2021-12-31	$142,989
Total plan assets at beginning of year	2021-12-31	$132,459
Value of fidelity bond covering the plan	2021-12-31	$130,000
Total contributions received or receivable from participants	2021-12-31	$0
Expenses. Other expenses not covered elsewhere	2021-12-31	$0
Contributions received from other sources (not participants or employers)	2021-12-31	$0
Other income received	2021-12-31	$10,600
Noncash contributions received	2021-12-31	$0
Net income (gross income less expenses)	2021-12-31	$10,530
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$142,989
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$132,459
Total contributions received or receivable from employer(s)	2021-12-31	$0
Value of certain deemed distributions of participant loans	2021-12-31	$0
Value of corrective distributions	2021-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$70
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
2020 : STRATIS RISK SOLUTIONS INSURANCE SERVICES, LLC 401(K) PROFIT SHARING PLAN 2020 401k financial data
Transfers to/from the plan	2020-12-31	$0
Total income from all sources	2020-12-31	$17,353
Expenses. Total of all expenses incurred	2020-12-31	$70
Benefits paid (including direct rollovers)	2020-12-31	$0
Total plan assets at end of year	2020-12-31	$132,459
Total plan assets at beginning of year	2020-12-31	$115,176
Value of fidelity bond covering the plan	2020-12-31	$130,000
Total contributions received or receivable from participants	2020-12-31	$0
Expenses. Other expenses not covered elsewhere	2020-12-31	$0
Contributions received from other sources (not participants or employers)	2020-12-31	$0
Other income received	2020-12-31	$17,353
Noncash contributions received	2020-12-31	$0
Net income (gross income less expenses)	2020-12-31	$17,283
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$132,459
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$115,176
Total contributions received or receivable from employer(s)	2020-12-31	$0
Value of certain deemed distributions of participant loans	2020-12-31	$0
Value of corrective distributions	2020-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$70
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
2019 : STRATIS RISK SOLUTIONS INSURANCE SERVICES, LLC 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total plan liabilities at end of year	2019-12-31	$0
Total plan liabilities at beginning of year	2019-12-31	$0
Total income from all sources	2019-12-31	$90,314
Expenses. Total of all expenses incurred	2019-12-31	$303,221
Benefits paid (including direct rollovers)	2019-12-31	$303,156
Total plan assets at end of year	2019-12-31	$115,176
Total plan assets at beginning of year	2019-12-31	$328,083
Value of fidelity bond covering the plan	2019-12-31	$130,000
Total contributions received or receivable from participants	2019-12-31	$2,200
Expenses. Other expenses not covered elsewhere	2019-12-31	$65
Contributions received from other sources (not participants or employers)	2019-12-31	$85,372
Other income received	2019-12-31	$2,742
Net income (gross income less expenses)	2019-12-31	$-212,907
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$115,176
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$328,083
Assets. Value of assets in partnership/joint-venture interests	2019-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0

Form 5500 Responses for STRATIS RISK SOLUTIONS INSURANCE SERVICES, LLC 401(K) PROFIT SHARING PLAN

2021: STRATIS RISK SOLUTIONS INSURANCE SERVICES, LLC 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: STRATIS RISK SOLUTIONS INSURANCE SERVICES, LLC 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: STRATIS RISK SOLUTIONS INSURANCE SERVICES, LLC 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	STRATIS RISK SOLUTIONS INSURANCE SERVICES, LLC
Employer identification number (EIN):	272006660
NAIC Classification:	524210
NAIC Description:	Insurance Agencies and Brokerages

Jurisdiction of Incorporation:	California Secretary of State
Incorporation Date:	2010-02-12
Company Identification Number:	201004810226
Legal Registered Office Address:	16255 VENTURA BLVD #1040 ENCINO United States of America (USA) 91436