2023 Form 5500 filing — Sti 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 20251016111039NAL0003331203001) for Sti 401(K) Plan, reported by Sequential Technology International LLC under EIN 81-4426170 and plan number 001. It reports 261 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$12.9MReported net assets$12,884,174
Participants261
Provider compensation$47.7K2 Schedule C row(s)$47,707
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20251016111039NAL0003331203001
Plan sponsor
Sequential Technology International LLC
EIN
81-4426170
Plan number
001
Location
Bethlehem, PA
Received date
not reported in the loaded dataset
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$13M total assets
Net assets$12.9MLiabilities$104.1K
Money in vs. money out
Total income / additions$3.4M
Total expenses$932.6K
Benefits paid / distributions$857.1K
Contributions
Employer$351.1K
Participant$933.8K
Full reported line items
Total assets (EOY)
$12,988,231
Total liabilities (EOY)
$104,057
Net assets (EOY)
$12,884,174
Employer contributions
$351,079
Participant contributions
$933,798
Total income / additions
$3,393,094
Benefits paid
$857,054
Administrative expenses
$51,527
Total expenses
$932,601
Net increase / (decrease)
$2,460,493

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Fidelity Investments InstitutionalRECORDKEEPER$26,299$0
J W Cole Financial IncADVISOR$21,408not reported in the loaded dataset

Related Form 5500 pages