2023 Form 5500 filing — Sts 401(K) Retirement Plan And Trust
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 20250501132150NAL0004645872001) for Sts 401(K) Retirement Plan And Trust, reported by Sts Holdings, LLC under EIN 65-0790032 and plan number 001. It reports 1,214 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)$9.5MReported net assets$9,476,451
Participants1.2K1,214
Provider compensation$23.7K2 Schedule C row(s)$23,722
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20250501132150NAL0004645872001
- Plan sponsor
- Sts Holdings, LLC
- EIN
- 65-0790032
- Plan number
- 001
- Location
- Jensen Beach, FL
- Received date
- not reported in the loaded dataset
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)$9.5M total assets
Net assets$9.5MLiabilities$29.1K
Full reported line items
- Total assets (EOY)
- $9,505,595
- Total liabilities (EOY)
- $29,144
- Net assets (EOY)
- $9,476,451
- Employer contributions
- $70,467
- Participant contributions
- $1,337,489
- Total income / additions
- $2,896,488
- Benefits paid
- $1,988,198
- Administrative expenses
- $59,243
- Total expenses
- $2,075,036
- Net increase / (decrease)
- $821,452
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Gallagher Fiduciary Advisors | RIA | $21,576 | $0 |
| John Hancock Life Insurance Company | RECORDKEEPER | $2,146 | $0 |