2023 Form 5500 filing — Sftf Employee Stock Ownership 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 20240919103613NAL0006006401001) for Sftf Employee Stock Ownership Plan, reported by Sftf Holdings, Inc. under EIN 20-5195936 and plan number 002. It reports 168 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240919103613NAL0006006401001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Sftf Holdings, Inc.
- EIN
- 20-5195936
- Plan number
- 002
- Location
- Jacksonville, FL
- Participants
- 168
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,984,601
- Total liabilities (EOY)
- $69,076
- Net assets (EOY)
- $1,915,525
- Total income / additions
- $97,077
- Benefits paid
- $7,521
- Administrative expenses
- $9,326
- Total expenses
- $16,847
- Net increase / (decrease)
- $80,230
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transition Finance Strategies, LLC | NONE | $44,500 | not reported in the loaded dataset |
| Greatbanc | NONE | $25,000 | not reported in the loaded dataset |
| Windham Brannon | NONE | $14,750 | not reported in the loaded dataset |