2023 Form 5500 filing — S Tec Group, Inc. 401k Employee Stock Ownership 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 20241002094509NAL0008103217001) for S Tec Group, Inc. 401k Employee Stock Ownership Plan, reported by S Tec Group Inc under EIN 35-1071237 and plan number 002. It reports 331 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241002094509NAL0008103217001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- S Tec Group Inc
- EIN
- 35-1071237
- Plan number
- 002
- Location
- Hammond, IN
- Participants
- 331
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $37,920,001
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $37,920,001
- Employer contributions
- $1,073,251
- Participant contributions
- $993,317
- Total income / additions
- $9,419,030
- Benefits paid
- $1,908,772
- Administrative expenses
- $101,542
- Total expenses
- $2,010,314
- Net increase / (decrease)
- $7,408,716
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $52,428 | $0 |
| Global Retirement Partners LLC | INVESTMENT ADVISORY | $29,978 | $22 |
| Comstock Advisors | VALUATION SERVICES | $10,185 | not reported in the loaded dataset |
| Crowe | ACCOUNTANT | $10,185 | not reported in the loaded dataset |