2023 Form 5500 filing — Stx Financing, LLC. 401(K) Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240621141624NAL0002687905001) for Stx Financing, LLC. 401(K) Plan, reported by Stx Financing, LLC. under EIN 46-4870143 and plan number 001. It reports 103 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240621141624NAL0002687905001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Stx Financing, LLC.
- EIN
- 46-4870143
- Plan number
- 001
- Location
- Burbank, CA
- Participants
- 103
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,802,832
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,802,832
- Employer contributions
- $209,579
- Participant contributions
- $485,038
- Total income / additions
- $1,749,330
- Benefits paid
- $1,479,303
- Administrative expenses
- $17,010
- Total expenses
- $1,496,313
- Net increase / (decrease)
- $253,017
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Co Of Ame | RECORDKEEPER | $19,375 | $0 |
| Wells Fargo Advisors LLC | FINANCIAL ADVISOR BROKER | $17,762 | not reported in the loaded dataset |
| Truog-Ryding Company, Inc. | TPA | $1,375 | $2,771 |
| Envestnet Retirement Solutions | OTHER | $1,416 | not reported in the loaded dataset |
| Empower Advisory Group LLC | INVESTMENT MANAGEMENT | $64 | not reported in the loaded dataset |