Plan5500

Sftf Employee Stock Ownership Plan — Form 5500 plan (Sftf Holdings, Inc.)

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, Sftf Employee Stock Ownership Plan is a benefit plan reported by Sftf Holdings, Inc. under EIN 20-5195936 and plan number 002. The latest loaded filing year is 2023. The filing reports 168 participants and $1,984,601 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Sftf Holdings, Inc.
EIN
20-5195936
Plan number
002
Plan type
2
Location
Jacksonville, FL
Latest filing year
2023
Participants
168
End-of-year plan assets
$1,984,601

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023168H, C20240919103613NAL0006006401001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$1,984,601
Total liabilities (EOY)
$69,076
Net assets (EOY)
$1,915,525
Net assets (BOY)
$1,835,295

Income & contributions

Total contributions
$0
Total income / additions
$97,077

Expenses & distributions

Benefits paid
$7,521
Administrative expenses
$9,326
Total expenses
$16,847
Net increase / (decrease)
$80,230

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Transition Finance Strategies, LLCNONE$44,500not reported in the loaded dataset2023
GreatbancNONE$25,000not reported in the loaded dataset2023
Windham BrannonNONE$14,750not reported in the loaded dataset2023

Related Form 5500 pages