2023 Form 5500 filing — St Engineering Idirect 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 20241001094012NAL0003164371001) for St Engineering Idirect 401(K) Plan, reported by St Engineering Idirect, Inc. under EIN 54-1736959 and plan number 001. It reports 727 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241001094012NAL0003164371001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- St Engineering Idirect, Inc.
- EIN
- 54-1736959
- Plan number
- 001
- Location
- Herndon, VA
- Participants
- 727
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $137,260,860
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $137,260,860
- Employer contributions
- $1,903,887
- Participant contributions
- $7,468,883
- Total income / additions
- $35,911,189
- Benefits paid
- $10,506,842
- Administrative expenses
- -$54,388
- Total expenses
- $10,452,454
- Net increase / (decrease)
- $25,458,735
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Usi Advisors Inc | PLAN ADMINISTRATOR | $50,000 | not reported in the loaded dataset |
| Strategic Advisors, Inc. | ADVISOR | $32,340 | not reported in the loaded dataset |
| Forvis Mazars, Llp | ACCOUNTANT/AUDITOR | $14,700 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | -$151,428 | $0 |