St Engineering Idirect 401(K) Plan — Form 5500 plan (St Engineering Idirect, 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, St Engineering Idirect 401(K) Plan is a benefit plan reported by St Engineering Idirect, Inc. under EIN 54-1736959 and plan number 001. The latest loaded filing year is 2023. The filing reports 727 participants and $137,260,860 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$137.3MPlan net assets, end of year$137,260,860
Participants727Covered participants reported
Assets / participant$188.8KComputed: assets ÷ participants$188,804 (computed)
Provider compensationNone reported4 Schedule C provider row(s)
- Plan sponsor
- St Engineering Idirect, Inc.
- EIN
- 54-1736959
- Plan number
- 001
- Plan type
- 2
- Location
- Herndon, VA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 727 | H, C | 20241001094012NAL0003164371001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$137.3M total assets
Net assets$137.3MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $137,260,860
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $137,260,860
- Net assets (BOY)
- $111,802,125
Income & contributions
- Employer contributions
- $1,903,887
- Participant contributions
- $7,468,883
- Total contributions
- $11,117,958
- Total income / additions
- $35,911,189
Expenses & distributions
- Benefits paid
- $10,506,842
- Administrative expenses
- -$54,388
- Total expenses
- $10,452,454
- Net increase / (decrease)
- $25,458,735
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Usi Advisors Inc | PLAN ADMINISTRATOR | $50,000 | not reported in the loaded dataset | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $32,340 | not reported in the loaded dataset | 2023 |
| Forvis Mazars, Llp | ACCOUNTANT/AUDITOR | $14,700 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | -$151,428 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for St Engineering Idirect, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in VA
- 401(k) and benefit plan filings in Herndon, VA
- Usi Advisors Inc — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation
- Forvis Mazars, Llp — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation