401k Plan data: STG PARTNERS, LLC 401(K) PLAN plan

STG PARTNERS, LLC 401(K) PLAN 401k Plan overview

Plan Name	STG PARTNERS, LLC 401(K) PLAN
Plan identification number	001

STG PARTNERS, LLC 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

STG PARTNERS, LLC has sponsored the creation of one or more 401k plans.

Company Name: STG PARTNERS, LLC

Employer identification number (EIN): 822030654

NAIC Classification: 541519
NAIC Description: Other Computer Related Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan STG PARTNERS, LLC 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01

Plan Statistics for STG PARTNERS, LLC 401(K) PLAN

401k plan membership statisitcs for STG PARTNERS, LLC 401(K) PLAN

Measure Date Value
2023: STG PARTNERS, LLC 401(K) PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 75
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 68
Number of retired or separated participants receiving benefits 2023-01-01 0
Number of other retired or separated participants entitled to future benefits 2023-01-01 19
Total of all active and inactive participants 2023-01-01 87
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 87
Number of participants with account balances 2023-01-01 83
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 0
2022: STG PARTNERS, LLC 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 60
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 56
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 19
Total of all active and inactive participants 2022-01-01 75
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 75
Number of participants with account balances 2022-01-01 70
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: STG PARTNERS, LLC 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 52
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 43
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 17
Total of all active and inactive participants 2021-01-01 60
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 60
Number of participants with account balances 2021-01-01 56
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: STG PARTNERS, LLC 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 48
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 35
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 17
Total of all active and inactive participants 2020-01-01 52
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 52
Number of participants with account balances 2020-01-01 50
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: STG PARTNERS, LLC 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 42
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 30
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 18
Total of all active and inactive participants 2019-01-01 48
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 48
Number of participants with account balances 2019-01-01 42
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: STG PARTNERS, LLC 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 47
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 29
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 13
Total of all active and inactive participants 2018-01-01 42
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 42
Number of participants with account balances 2018-01-01 38
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0

Measure	Date	Value
2023: STG PARTNERS, LLC 401(K) PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	75
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	68
Number of retired or separated participants receiving benefits	2023-01-01	0
Number of other retired or separated participants entitled to future benefits	2023-01-01	19
Total of all active and inactive participants	2023-01-01	87
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	87
Number of participants with account balances	2023-01-01	83
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	0
2022: STG PARTNERS, LLC 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	60
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	56
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	19
Total of all active and inactive participants	2022-01-01	75
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	75
Number of participants with account balances	2022-01-01	70
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: STG PARTNERS, LLC 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	52
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	43
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	17
Total of all active and inactive participants	2021-01-01	60
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	60
Number of participants with account balances	2021-01-01	56
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: STG PARTNERS, LLC 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	48
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	35
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	17
Total of all active and inactive participants	2020-01-01	52
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	52
Number of participants with account balances	2020-01-01	50
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: STG PARTNERS, LLC 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	42
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	30
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	18
Total of all active and inactive participants	2019-01-01	48
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	48
Number of participants with account balances	2019-01-01	42
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: STG PARTNERS, LLC 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	47
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	29
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	13
Total of all active and inactive participants	2018-01-01	42
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	42
Number of participants with account balances	2018-01-01	38
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0

Financial Data on STG PARTNERS, LLC 401(K) PLAN

Measure	Date	Value
2023 : STG PARTNERS, LLC 401(K) PLAN 2023 401k financial data
Transfers to/from the plan	2023-12-31	$0
Total plan liabilities at end of year	2023-12-31	$0
Total plan liabilities at beginning of year	2023-12-31	$0
Total income from all sources	2023-12-31	$2,785,742
Expenses. Total of all expenses incurred	2023-12-31	$48,164
Benefits paid (including direct rollovers)	2023-12-31	$42,263
Total plan assets at end of year	2023-12-31	$8,506,255
Total plan assets at beginning of year	2023-12-31	$5,768,677
Value of fidelity bond covering the plan	2023-12-31	$5,000,000
Assets. Value of tangible personal property	2023-12-31	$0
Total contributions received or receivable from participants	2023-12-31	$1,130,793
Assets. Value of loans (other than to participants)	2023-12-31	$0
Expenses. Other expenses not covered elsewhere	2023-12-31	$0
Contributions received from other sources (not participants or employers)	2023-12-31	$191,069
Other income received	2023-12-31	$1,463,880
Noncash contributions received	2023-12-31	$0
Net income (gross income less expenses)	2023-12-31	$2,737,578
Net plan assets at end of year (total assets less liabilities)	2023-12-31	$8,506,255
Net plan assets at beginning of year (total assets less liabilities)	2023-12-31	$5,768,677
Assets. Value of participant loans	2023-12-31	$59,741
Assets. Value of assets in partnership/joint-venture interests	2023-12-31	$0
Assets. Value of real-estate (other than employer real property)	2023-12-31	$0
Assets. Value of employer securities	2023-12-31	$0
Assets. Value of employer real property	2023-12-31	$0
Total contributions received or receivable from employer(s)	2023-12-31	$0
Value of certain deemed distributions of participant loans	2023-12-31	$0
Value of corrective distributions	2023-12-31	$5,652
Expenses. Administrative service providers (salaries,fees and commissions)	2023-12-31	$249
2022 : STG PARTNERS, LLC 401(K) PLAN 2022 401k financial data
Transfers to/from the plan	2022-12-31	$0
Total plan liabilities at end of year	2022-12-31	$0
Total plan liabilities at beginning of year	2022-12-31	$0
Total income from all sources	2022-12-31	$-372,660
Expenses. Total of all expenses incurred	2022-12-31	$31,393
Benefits paid (including direct rollovers)	2022-12-31	$24,947
Total plan assets at end of year	2022-12-31	$5,768,677
Total plan assets at beginning of year	2022-12-31	$6,172,730
Value of fidelity bond covering the plan	2022-12-31	$5,000,000
Assets. Value of tangible personal property	2022-12-31	$0
Total contributions received or receivable from participants	2022-12-31	$841,208
Assets. Value of loans (other than to participants)	2022-12-31	$0
Expenses. Other expenses not covered elsewhere	2022-12-31	$0
Contributions received from other sources (not participants or employers)	2022-12-31	$87,492
Other income received	2022-12-31	$-1,301,360
Noncash contributions received	2022-12-31	$0
Net income (gross income less expenses)	2022-12-31	$-404,053
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$5,768,677
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$6,172,730
Assets. Value of participant loans	2022-12-31	$13,746
Assets. Value of assets in partnership/joint-venture interests	2022-12-31	$0
Assets. Value of real-estate (other than employer real property)	2022-12-31	$0
Assets. Value of employer securities	2022-12-31	$0
Assets. Value of employer real property	2022-12-31	$0
Total contributions received or receivable from employer(s)	2022-12-31	$0
Value of certain deemed distributions of participant loans	2022-12-31	$0
Value of corrective distributions	2022-12-31	$6,271
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$175
2021 : STG PARTNERS, LLC 401(K) PLAN 2021 401k financial data
Transfers to/from the plan	2021-12-31	$0
Total plan liabilities at end of year	2021-12-31	$0
Total plan liabilities at beginning of year	2021-12-31	$0
Total income from all sources	2021-12-31	$1,692,602
Expenses. Total of all expenses incurred	2021-12-31	$702,132
Benefits paid (including direct rollovers)	2021-12-31	$702,132
Total plan assets at end of year	2021-12-31	$6,172,730
Total plan assets at beginning of year	2021-12-31	$5,182,260
Value of fidelity bond covering the plan	2021-12-31	$5,000,000
Assets. Value of tangible personal property	2021-12-31	$0
Total contributions received or receivable from participants	2021-12-31	$684,467
Assets. Value of loans (other than to participants)	2021-12-31	$0
Expenses. Other expenses not covered elsewhere	2021-12-31	$0
Contributions received from other sources (not participants or employers)	2021-12-31	$107,835
Other income received	2021-12-31	$900,300
Noncash contributions received	2021-12-31	$0
Net income (gross income less expenses)	2021-12-31	$990,470
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$6,172,730
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$5,182,260
Assets. Value of participant loans	2021-12-31	$0
Assets. Value of assets in partnership/joint-venture interests	2021-12-31	$0
Assets. Value of real-estate (other than employer real property)	2021-12-31	$0
Assets. Value of employer securities	2021-12-31	$0
Assets. Value of employer real property	2021-12-31	$0
Total contributions received or receivable from employer(s)	2021-12-31	$0
Value of certain deemed distributions of participant loans	2021-12-31	$0
Value of corrective distributions	2021-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$0
2020 : STG PARTNERS, LLC 401(K) PLAN 2020 401k financial data
Transfers to/from the plan	2020-12-31	$0
Total plan liabilities at end of year	2020-12-31	$0
Total plan liabilities at beginning of year	2020-12-31	$0
Total income from all sources	2020-12-31	$1,563,163
Expenses. Total of all expenses incurred	2020-12-31	$342,970
Benefits paid (including direct rollovers)	2020-12-31	$342,945
Total plan assets at end of year	2020-12-31	$5,182,260
Total plan assets at beginning of year	2020-12-31	$3,962,067
Value of fidelity bond covering the plan	2020-12-31	$5,000,000
Total contributions received or receivable from participants	2020-12-31	$584,650
Expenses. Other expenses not covered elsewhere	2020-12-31	$0
Contributions received from other sources (not participants or employers)	2020-12-31	$24,359
Other income received	2020-12-31	$954,154
Noncash contributions received	2020-12-31	$0
Net income (gross income less expenses)	2020-12-31	$1,220,193
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$5,182,260
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$3,962,067
Total contributions received or receivable from employer(s)	2020-12-31	$0
Value of certain deemed distributions of participant loans	2020-12-31	$0
Value of corrective distributions	2020-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$25
2019 : STG PARTNERS, LLC 401(K) PLAN 2019 401k financial data
Transfers to/from the plan	2019-12-31	$0
Total plan liabilities at end of year	2019-12-31	$0
Total plan liabilities at beginning of year	2019-12-31	$0
Total income from all sources	2019-12-31	$1,346,259
Expenses. Total of all expenses incurred	2019-12-31	$1,198,769
Benefits paid (including direct rollovers)	2019-12-31	$1,197,784
Total plan assets at end of year	2019-12-31	$3,962,067
Total plan assets at beginning of year	2019-12-31	$3,814,577
Value of fidelity bond covering the plan	2019-12-31	$5,000,000
Total contributions received or receivable from participants	2019-12-31	$453,906
Expenses. Other expenses not covered elsewhere	2019-12-31	$0
Contributions received from other sources (not participants or employers)	2019-12-31	$33,436
Other income received	2019-12-31	$858,917
Noncash contributions received	2019-12-31	$0
Net income (gross income less expenses)	2019-12-31	$147,490
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$3,962,067
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$3,814,577
Assets. Value of participant loans	2019-12-31	$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2019-12-31	$0
Total contributions received or receivable from employer(s)	2019-12-31	$0
Value of certain deemed distributions of participant loans	2019-12-31	$0
Value of corrective distributions	2019-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$985
2018 : STG PARTNERS, LLC 401(K) PLAN 2018 401k financial data
Transfers to/from the plan	2018-12-31	$0
Total plan liabilities at end of year	2018-12-31	$0
Total plan liabilities at beginning of year	2018-12-31	$0
Total income from all sources	2018-12-31	$207,089
Expenses. Total of all expenses incurred	2018-12-31	$114,801
Benefits paid (including direct rollovers)	2018-12-31	$112,891
Total plan assets at end of year	2018-12-31	$3,814,577
Total plan assets at beginning of year	2018-12-31	$3,722,289
Value of fidelity bond covering the plan	2018-12-31	$1,000,000
Total contributions received or receivable from participants	2018-12-31	$427,446
Expenses. Other expenses not covered elsewhere	2018-12-31	$0
Contributions received from other sources (not participants or employers)	2018-12-31	$0
Other income received	2018-12-31	$-220,357
Noncash contributions received	2018-12-31	$0
Net income (gross income less expenses)	2018-12-31	$92,288
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$3,814,577
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$3,722,289
Assets. Value of participant loans	2018-12-31	$9,158
Total contributions received or receivable from employer(s)	2018-12-31	$0
Value of certain deemed distributions of participant loans	2018-12-31	$0
Value of corrective distributions	2018-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$1,910

Form 5500 Responses for STG PARTNERS, LLC 401(K) PLAN

2023: STG PARTNERS, LLC 401(K) PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	This submission is the final filing	No
2023-01-01	Plan is a collectively bargained plan	No
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: STG PARTNERS, LLC 401(K) PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	This submission is the final filing	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: STG PARTNERS, LLC 401(K) PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	This submission is the final filing	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: STG PARTNERS, LLC 401(K) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: STG PARTNERS, LLC 401(K) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: STG PARTNERS, LLC 401(K) PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Mulitple employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	STG PARTNERS, LLC
Employer identification number (EIN):	822030654
NAIC Classification:	541519
NAIC Description:	Other Computer Related Services