Plan5500

Sti Holdings, Inc. 401(K) Plan — Form 5500 plan (Sti 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, Sti Holdings, Inc. 401(K) Plan is a benefit plan reported by Sti Holdings, Inc. under EIN 39-0981383 and plan number 004. The latest loaded filing year is 2023. The filing reports 1,666 participants and $38,016,056 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Sti Holdings, Inc.
EIN
39-0981383
Plan number
004
Plan type
2
Location
Stoughton, WI
Latest filing year
2023
Participants
1,666
End-of-year plan assets
$38,016,056

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,666H, C20241008115802NAL0008311411001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$38,016,056
Total liabilities (EOY)
$0
Net assets (EOY)
$38,016,056
Net assets (BOY)
$31,763,818

Income & contributions

Employer contributions
$893,793
Participant contributions
$4,413,917
Total contributions
$5,784,855
Total income / additions
$11,393,884

Expenses & distributions

Benefits paid
$4,974,732
Administrative expenses
$165,780
Total expenses
$5,141,646
Net increase / (decrease)
$6,252,238

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$100,015$02023
Nfp Retirement IncADVISOR$65,765not reported in the loaded dataset2023

Related Form 5500 pages