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STRIDE HEALTH 401(K) PLAN 401k Plan overview

Plan NameSTRIDE HEALTH 401(K) PLAN
Plan identification number 001

STRIDE HEALTH 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • 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.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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.

401k Sponsoring company profile

STRIDE HEALTH, INC. has sponsored the creation of one or more 401k plans.

Company Name:STRIDE HEALTH, INC.
Employer identification number (EIN):463124279
NAIC Classification:524210
NAIC Description:Insurance Agencies and Brokerages

Additional information about STRIDE HEALTH, INC.

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 2014-06-05
Company Identification Number: 0802003771
Legal Registered Office Address: 548 MARKET ST

SAN FRANCISCO
United States of America (USA)
94104

More information about STRIDE HEALTH, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan STRIDE HEALTH 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01CHRISTINE RIMER2023-05-26
0012021-01-01CHRISTINE RIMER2022-09-15
0012020-01-01CAROL HO2021-10-13
0012019-01-01CAROL HO2020-07-16
0012018-01-01CAROL HO2019-07-24
0012018-01-01CAROL HO2020-12-03
0012017-01-01CAROL HO2018-09-20
0012016-04-15CAROL HO2017-07-24

Plan Statistics for STRIDE HEALTH 401(K) PLAN

401k plan membership statisitcs for STRIDE HEALTH 401(K) PLAN

Measure Date Value
2023: STRIDE HEALTH 401(K) PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-01140
Total number of active participants reported on line 7a of the Form 55002023-01-0186
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-0143
Total of all active and inactive participants2023-01-01129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-01129
Number of participants with account balances2023-01-01125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010

Financial Data on STRIDE HEALTH 401(K) PLAN

Measure Date Value
2023 : STRIDE HEALTH 401(K) PLAN 2023 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total income from all sources (including contributions)2023-12-31$2,060,235
Total of all expenses incurred2023-12-31$649,862
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$641,831
Expenses. Certain deemed distributions of participant loans2023-12-31$0
Value of total corrective distributions2023-12-31$3,058
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$1,344,678
Value of total assets at end of year2023-12-31$4,788,764
Value of total assets at beginning of year2023-12-31$3,378,391
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$4,973
Total interest from all sources2023-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$105,406
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$105,406
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$705,050,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Amount of non-exempt transactions with any party-in-interest2023-12-31$0
Contributions received from participants2023-12-31$1,103,839
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$240,839
Other income not declared elsewhere2023-12-31$-1
Administrative expenses (other) incurred2023-12-31$0
Total non interest bearing cash at end of year2023-12-31$44,265
Total non interest bearing cash at beginning of year2023-12-31$13,363
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$1,410,373
Value of net assets at end of year (total assets less liabilities)2023-12-31$4,788,764
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$3,378,391
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Investment advisory and management fees2023-12-31$3,173
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$4,744,499
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$3,361,530
Interest on participant loans2023-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2023-12-31$3,498
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2023-12-31$3,498
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$610,152
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$641,831
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31BDG CPAS
Accountancy firm EIN2023-12-31222625944

Form 5500 Responses for STRIDE HEALTH 401(K) PLAN

2023: STRIDE HEALTH 401(K) PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes

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