Sts 401(K) Retirement Plan And Trust — Form 5500 plan (Sts Holdings, 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, Sts 401(K) Retirement Plan And Trust is a benefit plan reported by Sts Holdings, LLC under EIN 65-0790032 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,214 participants and $9,505,595 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Sts Holdings, LLC
EIN
65-0790032
Plan number
001
Plan type
2
Location
Jensen Beach, FL
Latest filing year
2023
Participants
1,214
End-of-year plan assets
$9,505,595

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,214H, C20250501132150NAL0004645872001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$9,505,595
Total liabilities (EOY)
$29,144
Net assets (EOY)
$9,476,451
Net assets (BOY)
$8,654,999

Income & contributions

Employer contributions
$70,467
Participant contributions
$1,337,489
Total contributions
$1,539,705
Total income / additions
$2,896,488

Expenses & distributions

Benefits paid
$1,988,198
Administrative expenses
$59,243
Total expenses
$2,075,036
Net increase / (decrease)
$821,452

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Gallagher Fiduciary AdvisorsRIA$21,576$02023
John Hancock Life Insurance CompanyRECORDKEEPER$2,146$02023

Related Form 5500 pages