Stc Management Group, LLC 401(K) Retirement Savings Plan — Form 5500 plan (Stc Management Group, LLC)

Plain-English plan 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, Stc Management Group, LLC 401(K) Retirement Savings Plan is a benefit plan reported by Stc Management Group, LLC under EIN 20-1717964 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,672 participants and $15,206,640 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Stc Management Group, LLC
EIN
20-1717964
Plan number
001
Plan type
2
Location
Elizabethtown, KY
Latest filing year
2023
Participants
1,672
End-of-year plan assets
$15,206,640

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,672H, C20240917132221NAL0006670066001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$15,206,640
Total liabilities (EOY)
$0
Net assets (EOY)
$15,206,640
Net assets (BOY)
$12,230,916

Income & contributions

Employer contributions
$336,671
Participant contributions
$1,917,053
Total contributions
$2,295,382
Total income / additions
$4,736,667

Expenses & distributions

Benefits paid
$1,676,976
Administrative expenses
$83,967
Total expenses
$1,760,943
Net increase / (decrease)
$2,975,724

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance Company ORECORDKEEPER$63,967$02023
Fifth Third BankINVESTMENT ADVISOR$20,000not reported in the loaded dataset2023

Related Form 5500 pages