2023 Form 5500 filing — Sti Holdings, Inc. 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 20241008115802NAL0008311411001) for Sti Holdings, Inc. 401(K) Plan, reported by Sti Holdings, Inc. under EIN 39-0981383 and plan number 004. It reports 1,666 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008115802NAL0008311411001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Sti Holdings, Inc.
- EIN
- 39-0981383
- Plan number
- 004
- Location
- Stoughton, WI
- Participants
- 1,666
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $38,016,056
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $38,016,056
- Employer contributions
- $893,793
- Participant contributions
- $4,413,917
- Total income / additions
- $11,393,884
- Benefits paid
- $4,974,732
- Administrative expenses
- $165,780
- Total expenses
- $5,141,646
- Net increase / (decrease)
- $6,252,238
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $100,015 | $0 |
| Nfp Retirement Inc | ADVISOR | $65,765 | not reported in the loaded dataset |