Plan5500

Stg Logistics Retirement Plan — Form 5500 plan (Stg Logistics, Inc.)

Plain-English plan 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, Stg Logistics Retirement Plan is a benefit plan reported by Stg Logistics, Inc. under EIN 22-2607954 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,570 participants and $55,961,409 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Stg Logistics, Inc.
EIN
22-2607954
Plan number
001
Plan type
2
Location
Bensenville, IL
Latest filing year
2023
Participants
1,570
End-of-year plan assets
$55,961,409

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,570H, C20241014093849NAL0026924225001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$55,961,409
Total liabilities (EOY)
$480
Net assets (EOY)
$55,960,929
Net assets (BOY)
$40,932,827

Income & contributions

Employer contributions
$2,814,506
Participant contributions
$5,677,029
Total contributions
$9,342,941
Total income / additions
$16,961,505

Expenses & distributions

Benefits paid
$5,273,051
Administrative expenses
$268,397
Total expenses
$5,541,448
Net increase / (decrease)
$11,420,057

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Ubs Financial Services, Inc.SERVICE PROVIDER$157,354not reported in the loaded dataset2023
Adp, Inc.RECORD KEEPER$98,543not reported in the loaded dataset2023
Assurance DimensionsACCOUNTANT$12,500not reported in the loaded dataset2023

Related Form 5500 pages