SUSMAN TISDALE GAYLE ARCHITECTS has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan STG DESIGN EMPLOYEE STOCK OWNERSHIP PLAN
| Measure | Date | Value |
|---|
| 2023 : STG DESIGN EMPLOYEE STOCK OWNERSHIP PLAN 2023 401k financial data |
|---|
| Total plan liabilities at end of year | 2023-12-31 | $31,593,307 |
| Total plan liabilities at beginning of year | 2023-12-31 | $32,491,969 |
| Total income from all sources | 2023-12-31 | $-6,160,048 |
| Expenses. Total of all expenses incurred | 2023-12-31 | $1,182,327 |
| Benefits paid (including direct rollovers) | 2023-12-31 | $227,063 |
| Total plan assets at end of year | 2023-12-31 | $14,410,584 |
| Total plan assets at beginning of year | 2023-12-31 | $22,651,621 |
| Value of fidelity bond covering the plan | 2023-12-31 | $1,000,000 |
| Expenses. Other expenses not covered elsewhere | 2023-12-31 | $955,264 |
| Other income received | 2023-12-31 | $-8,187,500 |
| Net income (gross income less expenses) | 2023-12-31 | $-7,342,375 |
| Net plan assets at end of year (total assets less liabilities) | 2023-12-31 | $-17,182,723 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-12-31 | $-9,840,348 |
| Assets. Value of employer securities | 2023-12-31 | $14,200,000 |
| Total contributions received or receivable from employer(s) | 2023-12-31 | $2,027,452 |
| 2022 : STG DESIGN EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k financial data |
|---|
| Transfers to/from the plan | 2022-12-31 | $0 |
| Total plan liabilities at end of year | 2022-12-31 | $32,491,969 |
| Total plan liabilities at beginning of year | 2022-12-31 | $33,364,965 |
| Total income from all sources | 2022-12-31 | $9,219,455 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $994,838 |
| Benefits paid (including direct rollovers) | 2022-12-31 | $13,908 |
| Total plan assets at end of year | 2022-12-31 | $22,651,621 |
| Total plan assets at beginning of year | 2022-12-31 | $15,300,000 |
| Value of fidelity bond covering the plan | 2022-12-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2022-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2022-12-31 | $980,930 |
| Contributions received from other sources (not participants or employers) | 2022-12-31 | $0 |
| Other income received | 2022-12-31 | $7,100,315 |
| Noncash contributions received | 2022-12-31 | $0 |
| Net income (gross income less expenses) | 2022-12-31 | $8,224,617 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $-9,840,348 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $-18,064,965 |
| Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year | 2022-12-31 | $0 |
| Value of leases to which the plan was a party in default or classified as uncollectible during the plan year | 2022-12-31 | $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 | 2022-12-31 | $0 |
| Assets. Value of employer securities | 2022-12-31 | $22,400,000 |
| Total contributions received or receivable from employer(s) | 2022-12-31 | $2,119,140 |
| Value of certain deemed distributions of participant loans | 2022-12-31 | $0 |
| Value of corrective distributions | 2022-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $0 |
| 2021 : STG DESIGN EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k financial data |
|---|
| Transfers to/from the plan | 2021-12-31 | $0 |
| Total plan liabilities at end of year | 2021-12-31 | $33,364,965 |
| Total plan liabilities at beginning of year | 2021-12-31 | $34,213,027 |
| Total income from all sources | 2021-12-31 | $379,160 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $1,031,098 |
| Benefits paid (including direct rollovers) | 2021-12-31 | $25,235 |
| Total plan assets at end of year | 2021-12-31 | $15,300,000 |
| Total plan assets at beginning of year | 2021-12-31 | $16,800,000 |
| Value of fidelity bond covering the plan | 2021-12-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2021-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2021-12-31 | $1,005,863 |
| Contributions received from other sources (not participants or employers) | 2021-12-31 | $0 |
| Other income received | 2021-12-31 | $-1,500,001 |
| Noncash contributions received | 2021-12-31 | $0 |
| Net income (gross income less expenses) | 2021-12-31 | $-651,938 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $-18,064,965 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $-17,413,027 |
| Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year | 2021-12-31 | $0 |
| Value of leases to which the plan was a party in default or classified as uncollectible during the plan year | 2021-12-31 | $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 | 2021-12-31 | $0 |
| Assets. Value of employer securities | 2021-12-31 | $15,300,000 |
| Total contributions received or receivable from employer(s) | 2021-12-31 | $1,879,161 |
| 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 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
| 2020 : STG DESIGN EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k financial data |
|---|
| Transfers to/from the plan | 2020-12-31 | $0 |
| Total plan liabilities at end of year | 2020-12-31 | $34,213,027 |
| Total plan liabilities at beginning of year | 2020-12-31 | $35,034,127 |
| Total income from all sources | 2020-12-31 | $5,160,462 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $1,039,362 |
| Benefits paid (including direct rollovers) | 2020-12-31 | $6,536 |
| Total plan assets at end of year | 2020-12-31 | $16,800,000 |
| Total plan assets at beginning of year | 2020-12-31 | $13,500,000 |
| Value of fidelity bond covering the plan | 2020-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2020-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2020-12-31 | $1,032,826 |
| Contributions received from other sources (not participants or employers) | 2020-12-31 | $0 |
| Other income received | 2020-12-31 | $3,300,000 |
| Noncash contributions received | 2020-12-31 | $0 |
| Net income (gross income less expenses) | 2020-12-31 | $4,121,100 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $-17,413,027 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $-21,534,127 |
| Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year | 2020-12-31 | $0 |
| Value of leases to which the plan was a party in default or classified as uncollectible during the plan year | 2020-12-31 | $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 | 2020-12-31 | $0 |
| Assets. Value of employer securities | 2020-12-31 | $16,800,000 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $1,860,462 |
| 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 | $0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
| 2019 : STG DESIGN EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k financial data |
|---|
| Transfers to/from the plan | 2019-12-31 | $0 |
| Total plan liabilities at end of year | 2019-12-31 | $35,034,127 |
| Total plan liabilities at beginning of year | 2019-12-31 | $36,279,574 |
| Total income from all sources | 2019-12-31 | $2,703,926 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $1,053,535 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $0 |
| Total plan assets at end of year | 2019-12-31 | $13,500,000 |
| Total plan assets at beginning of year | 2019-12-31 | $13,095,056 |
| Value of fidelity bond covering the plan | 2019-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2019-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2019-12-31 | $1,053,535 |
| Contributions received from other sources (not participants or employers) | 2019-12-31 | $0 |
| Other income received | 2019-12-31 | $850,001 |
| Noncash contributions received | 2019-12-31 | $0 |
| Net income (gross income less expenses) | 2019-12-31 | $1,650,391 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $-21,534,127 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $-23,184,518 |
| Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year | 2019-12-31 | $0 |
| Value of leases to which the plan was a party in default or classified as uncollectible during the plan year | 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 |
| Assets. Value of employer securities | 2019-12-31 | $13,500,000 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $1,853,925 |
| 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 | $0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
| 2018 : STG DESIGN EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k financial data |
|---|
| Transfers to/from the plan | 2018-12-31 | $0 |
| Total plan liabilities at end of year | 2018-12-31 | $36,279,574 |
| Total plan liabilities at beginning of year | 2018-12-31 | $0 |
| Total income from all sources | 2018-12-31 | $-22,486,075 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $698,443 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $0 |
| Total plan assets at end of year | 2018-12-31 | $13,095,056 |
| Total plan assets at beginning of year | 2018-12-31 | $0 |
| Value of fidelity bond covering the plan | 2018-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2018-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2018-12-31 | $688,443 |
| Contributions received from other sources (not participants or employers) | 2018-12-31 | $0 |
| Other income received | 2018-12-31 | $-24,350,000 |
| Noncash contributions received | 2018-12-31 | $0 |
| Net income (gross income less expenses) | 2018-12-31 | $-23,184,518 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $-23,184,518 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $0 |
| Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year | 2018-12-31 | $0 |
| Value of leases to which the plan was a party in default or classified as uncollectible during the plan year | 2018-12-31 | $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 | 2018-12-31 | $0 |
| Assets. Value of employer securities | 2018-12-31 | $12,650,000 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $1,863,925 |
| 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 | $10,000 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
| 2023: STG DESIGN EMPLOYEE STOCK OWNERSHIP PLAN 2023 form 5500 responses |
|---|
| 2023-01-01 | Type of plan entity | Single employer plan |
| 2023-01-01 | Submission has been amended | No |
| 2023-01-01 | This submission is the final filing | No |
| 2023-01-01 | This return/report is a short plan year return/report (less than 12 months) | 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 DESIGN EMPLOYEE STOCK OWNERSHIP 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 | This return/report is a short plan year return/report (less than 12 months) | 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 DESIGN EMPLOYEE STOCK OWNERSHIP 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 | This return/report is a short plan year return/report (less than 12 months) | 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 DESIGN EMPLOYEE STOCK OWNERSHIP PLAN 2020 form 5500 responses |
|---|
| 2020-01-01 | Type of plan entity | Single employer plan |
| 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 DESIGN EMPLOYEE STOCK OWNERSHIP PLAN 2019 form 5500 responses |
|---|
| 2019-01-01 | Type of plan entity | Single employer plan |
| 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 DESIGN EMPLOYEE STOCK OWNERSHIP PLAN 2018 form 5500 responses |
|---|
| 2018-01-01 | Type of plan entity | Single employer plan |
| 2018-01-01 | First time form 5500 has been submitted | Yes |
| 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 |
