2023 Form 5500 filing — Stg Design Profit Sharing 401(K) Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240820112238NAL0001424275001) for Stg Design Profit Sharing 401(K) Plan, reported by Susman, Tisdale, Gayle Architects, Dba Stg Design, Inc. under EIN 74-2112965 and plan number 001. It reports 182 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$17.8MReported net assets$17,837,595
Participants182
Provider compensation$86K3 Schedule C row(s)$85,957
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240820112238NAL0001424275001
- Plan sponsor
- Susman, Tisdale, Gayle Architects, Dba Stg Design, Inc.
- EIN
- 74-2112965
- Plan number
- 001
- Location
- Austin, TX
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$17.9M total assets
Net assets$17.8MLiabilities$18.5K
Full reported line items
- Total assets (EOY)
- $17,856,077
- Total liabilities (EOY)
- $18,482
- Net assets (EOY)
- $17,837,595
- Employer contributions
- $137,566
- Participant contributions
- $1,087,849
- Total income / additions
- $3,617,602
- Benefits paid
- $2,263,476
- Administrative expenses
- $56,424
- Total expenses
- $2,338,382
- Net increase / (decrease)
- $1,279,220
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $40,933 | $0 |
| Retirement Plan | INVESTMENT ADVISORY | $8,002 | $22,033 |
| Peggy S. Edge,Cpa LLC | ACCOUNTANT | $14,989 | not reported in the loaded dataset |