Stx Financing, LLC. 401(K) Plan — Form 5500 plan (Stx Financing, 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, Stx Financing, LLC. 401(K) Plan is a benefit plan reported by Stx Financing, LLC. under EIN 46-4870143 and plan number 001. The latest loaded filing year is 2023. The filing reports 103 participants and $5,802,832 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Stx Financing, LLC.
- EIN
- 46-4870143
- Plan number
- 001
- Plan type
- 2
- Location
- Burbank, CA
- Latest filing year
- 2023
- Participants
- 103
- End-of-year plan assets
- $5,802,832
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 103 | H, C | 20240621141624NAL0002687905001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,802,832
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,802,832
- Net assets (BOY)
- $5,549,815
Income & contributions
- Employer contributions
- $209,579
- Participant contributions
- $485,038
- Total contributions
- $781,442
- Total income / additions
- $1,749,330
Expenses & distributions
- Benefits paid
- $1,479,303
- Administrative expenses
- $17,010
- Total expenses
- $1,496,313
- Net increase / (decrease)
- $253,017
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Co Of Ame | RECORDKEEPER | $19,375 | $0 | 2023 |
| Wells Fargo Advisors LLC | FINANCIAL ADVISOR BROKER | $17,762 | not reported in the loaded dataset | 2023 |
| Truog-Ryding Company, Inc. | TPA | $1,375 | $2,771 | 2023 |
| Envestnet Retirement Solutions | OTHER | $1,416 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group LLC | INVESTMENT MANAGEMENT | $64 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Stx Financing, LLC.
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Burbank, CA
- Empower Annuity Insurance Co Of Ame — Schedule C compensation
- Wells Fargo Advisors LLC — Schedule C compensation
- Truog-Ryding Company, Inc. — Schedule C compensation
- Envestnet Retirement Solutions — Schedule C compensation
- Empower Advisory Group LLC — Schedule C compensation