Search › Stratos Wealth Partners, Ltd.
Stratos Wealth Partners Profit Sharing Plan
Stratos Wealth Partners, Ltd., Beachwood OH. Employer ID 275273468, plan number 003. Annual reports on file for 2019 to 2024.
Where the money went
Plans that moved money into this one:
- 2019: money from Stratos Wealth Partners Proft Sharing Plan moved in.
- Filed 2019-2024Stratos Wealth Partners Profit Sharing Plan, Stratos Wealth Partners, Ltd.
- TodayStratos Wealth Partners Profit Sharing Plan still files. That is where to ask.
Left in 2023? Worth asking about employer money
- The plan ended in plan year 2023. When a plan ends, everyone who still has an account must be fully vested in the employer's contributions (Internal Revenue Code section 411(d)(3)). If you left within about five years before that with employer money not yet vested, it may not have been forfeited yet. It is worth asking. Filing
This is a reason to ask the plan, not a finding. The plan decides, and it may show the drop was routine.
Worked here?
Check your years. We show whether the plan merged or moved money while you were there, and draft the letter to the plan that holds it now.
Events in the filings
- 2023: The employer decided to close the plan.
- 2024: The employer decided to close the plan.
People in the plan
"Left, still in the plan" counts people who left the employer but still have a benefit in the plan, as reported by the plan.
| Plan year | Participants | Left, still in the plan | Source |
|---|---|---|---|
| 2019 | 65 | — | Filing |
| 2020 | 65 | — | Filing |
| 2021 | 77 | — | Filing |
| 2022 | 84 | — | Filing |
| 2023 | 65 | — | Filing |
| 2024 | 65 | — | Filing |
Source: U.S. Department of Labor Form 5500 filings. Plan-level facts only; no one's balance. Information only, not legal advice.