2023 Form 5500 filing — Stg Logistics Retirement 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 20241014093849NAL0026924225001) for Stg Logistics Retirement Plan, reported by Stg Logistics, Inc. under EIN 22-2607954 and plan number 001. It reports 1,570 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014093849NAL0026924225001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Stg Logistics, Inc.
- EIN
- 22-2607954
- Plan number
- 001
- Location
- Bensenville, IL
- Participants
- 1,570
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $55,961,409
- Total liabilities (EOY)
- $480
- Net assets (EOY)
- $55,960,929
- Employer contributions
- $2,814,506
- Participant contributions
- $5,677,029
- Total income / additions
- $16,961,505
- Benefits paid
- $5,273,051
- Administrative expenses
- $268,397
- Total expenses
- $5,541,448
- Net increase / (decrease)
- $11,420,057
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ubs Financial Services, Inc. | SERVICE PROVIDER | $157,354 | not reported in the loaded dataset |
| Adp, Inc. | RECORD KEEPER | $98,543 | not reported in the loaded dataset |
| Assurance Dimensions | ACCOUNTANT | $12,500 | not reported in the loaded dataset |