2023 Form 5500 filing — Stc Management Group, LLC 401(K) Retirement Savings 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 20240917132221NAL0006670066001) for Stc Management Group, LLC 401(K) Retirement Savings Plan, reported by Stc Management Group, LLC under EIN 20-1717964 and plan number 001. It reports 1,672 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240917132221NAL0006670066001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Stc Management Group, LLC
- EIN
- 20-1717964
- Plan number
- 001
- Location
- Elizabethtown, KY
- Participants
- 1,672
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $15,206,640
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,206,640
- Employer contributions
- $336,671
- Participant contributions
- $1,917,053
- Total income / additions
- $4,736,667
- Benefits paid
- $1,676,976
- Administrative expenses
- $83,967
- Total expenses
- $1,760,943
- Net increase / (decrease)
- $2,975,724
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $63,967 | $0 |
| Fifth Third Bank | INVESTMENT ADVISOR | $20,000 | not reported in the loaded dataset |