Stg Design Profit Sharing 401(K) Plan — Form 5500 plan (Susman, Tisdale, Gayle Architects, Dba Stg Design, 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, Stg Design Profit Sharing 401(K) Plan is a benefit plan reported by Susman, Tisdale, Gayle Architects, Dba Stg Design, Inc. under EIN 74-2112965 and plan number 001. The latest loaded filing year is 2023. The filing reports 182 participants and $17,856,077 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Susman, Tisdale, Gayle Architects, Dba Stg Design, Inc.
- EIN
- 74-2112965
- Plan number
- 001
- Plan type
- 2
- Location
- Austin, TX
- Latest filing year
- 2023
- Participants
- 182
- End-of-year plan assets
- $17,856,077
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 182 | H, C | 20240820112238NAL0001424275001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $17,856,077
- Total liabilities (EOY)
- $18,482
- Net assets (EOY)
- $17,837,595
- Net assets (BOY)
- $16,558,375
Income & contributions
- Employer contributions
- $137,566
- Participant contributions
- $1,087,849
- Total contributions
- $1,342,902
- Total income / additions
- $3,617,602
Expenses & distributions
- Benefits paid
- $2,263,476
- Administrative expenses
- $56,424
- Total expenses
- $2,338,382
- Net increase / (decrease)
- $1,279,220
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $40,933 | $0 | 2023 |
| Retirement Plan | INVESTMENT ADVISORY | $8,002 | $22,033 | 2023 |
| Peggy S. Edge,Cpa LLC | ACCOUNTANT | $14,989 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Susman, Tisdale, Gayle Architects, Dba Stg Design, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Austin, TX
- Principal Life Insurance Company — Schedule C compensation
- Retirement Plan — Schedule C compensation
- Peggy S. Edge,Cpa LLC — Schedule C compensation