S Tec Group, Inc. 401k Employee Stock Ownership Plan — Form 5500 plan (S Tec Group 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, S Tec Group, Inc. 401k Employee Stock Ownership Plan is a benefit plan reported by S Tec Group Inc under EIN 35-1071237 and plan number 002. The latest loaded filing year is 2023. The filing reports 331 participants and $37,920,001 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- S Tec Group Inc
- EIN
- 35-1071237
- Plan number
- 002
- Plan type
- 2
- Location
- Hammond, IN
- Latest filing year
- 2023
- Participants
- 331
- End-of-year plan assets
- $37,920,001
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 331 | H, C | 20241002094509NAL0008103217001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $37,920,001
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $37,920,001
- Net assets (BOY)
- $30,511,285
Income & contributions
- Employer contributions
- $1,073,251
- Participant contributions
- $993,317
- Total contributions
- $2,569,516
- Total income / additions
- $9,419,030
Expenses & distributions
- Benefits paid
- $1,908,772
- Administrative expenses
- $101,542
- Total expenses
- $2,010,314
- Net increase / (decrease)
- $7,408,716
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $52,428 | $0 | 2023 |
| Global Retirement Partners LLC | INVESTMENT ADVISORY | $29,978 | $22 | 2023 |
| Comstock Advisors | VALUATION SERVICES | $10,185 | not reported in the loaded dataset | 2023 |
| Crowe | ACCOUNTANT | $10,185 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for S Tec Group Inc
- 2023 Form 5500 filing
- Form 5500 filings in IN
- 401(k) and benefit plan filings in Hammond, IN
- Principal Life Insurance Company — Schedule C compensation
- Global Retirement Partners LLC — Schedule C compensation
- Comstock Advisors — Schedule C compensation
- Crowe — Schedule C compensation