Structure Tone Organization 401k Profit Sharing Plan — Form 5500 plan (Sto Building 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, Structure Tone Organization 401k Profit Sharing Plan is a benefit plan reported by Sto Building Group, Inc. under EIN 81-4302917 and plan number 003. The latest loaded filing year is 2023. The filing reports 2,099 participants and $377,427,701 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$377.4MPlan net assets, end of year$377,427,701
Participants2.1KCovered participants reported2,099
Assets / participant$179.8KComputed: assets ÷ participants$179,813 (computed)
Provider compensation$966.7K4 Schedule C provider row(s)$966,679
Plan sponsor
Sto Building Group, Inc.
EIN
81-4302917
Plan number
003
Plan type
2
Location
New York, NY
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,099H, C20241007130305NAL0007588659001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$377.4M total assets
Net assets$377.4MLiabilities
Money in vs. money out
Total income / additions$77.9M
Total expenses$25.6M
Benefits paid / distributions$25M
Contributions
Employer$5.3M
Participant$17.5M
Full reported line items

Net assets

Total assets (EOY)
$377,427,701
Net assets (EOY)
$377,427,701
Net assets (BOY)
$325,118,494

Income & contributions

Employer contributions
$5,272,309
Participant contributions
$17,534,703
Total contributions
$25,192,504
Total income / additions
$77,938,674

Expenses & distributions

Benefits paid
$24,968,952
Administrative expenses
$649,891
Total expenses
$25,629,467
Net increase / (decrease)
$52,309,207
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 23%Participant 77%
Total expenses ÷ net assets7%Computed ratio
Benefits paid ÷ total income32%Computed ratio
Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Transamerica Retirement SolutionsRECORDKEEPER$570,883$02023
Financial EnginesINVESTMENT ADVISOR$316,788not reported in the loaded dataset2023
Mercer Investments LLCINVESTMENT ADVISOR$79,008not reported in the loaded dataset2023
National Financial ServicesSECURITIES BROKER$0$02023

Related Form 5500 pages