2023 Form 5500 filing — S.T. Management Group 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 20241015094110NAL0029158849001) for S.T. Management Group 401(K) Plan, reported by S.T. Management Group under EIN 13-4075217 and plan number 001. It reports 243 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)$201.3KReported net assets$201,295
Participants243
Provider compensation$12.6K1 Schedule C row(s)$12,563
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241015094110NAL0029158849001
Plan sponsor
S.T. Management Group
EIN
13-4075217
Plan number
001
Location
New York, NY
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
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)$201.3K total assets
Net assets$201.3KLiabilities$0
Money in vs. money out
Total income / additions$162.9K
Total expenses$82.1K
Benefits paid / distributions$69.5K
Contributions
EmployerNot reported
Participant$137.7K
Full reported line items
Total assets (EOY)
$201,295
Total liabilities (EOY)
$0
Net assets (EOY)
$201,295
Participant contributions
$137,652
Total income / additions
$162,893
Benefits paid
$69,513
Administrative expenses
$12,564
Total expenses
$82,077
Net increase / (decrease)
$80,816
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    CONTRACT ADMINISTRATOR · Direct $12.6K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015094110NAL0029158849001 cover?
It is the 2023 Form 5500 filing for S.T. Management Group 401(K) Plan, reported by S.T. Management Group (EIN 13-4075217).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages