Plan5500

Sterling Lumber & Investment Company — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Sterling Lumber & Investment Company (EIN 84-0328810) is a plan sponsor located in Broomfield, CO with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
84-0328810
Location
Broomfield, CO
Loaded plans
3
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Sterling Lumber & Investment Company

  • 3 loaded plans hold $16.9M in reported assets.
  • The largest, Sterling Lumber & Investment Company 401(K) Plan, holds 100% of this company's reported plan assets.
  • Plans cover 540 reported participants.
  • 1 of 3 plans report full financial statements.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$16.9MSummed across loaded plans$16,916,301
Total reported assets$16.9M$16,916,301
Total reported participants540
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$16.9M total assets
Net assets$16.9MLiabilities$0
Contributions & income
Employer contributions$867K
Participant contributions$591.9K
Total income / additions$3.9M
Expenses & distributions
Benefits paid / distributions$1.6M
Total expenses$1.7M
Net increase / (decrease)$2.2M

Data coverage

Plans with financial statements1 / 3 (33%)
Plans with provider compensation0 / 3 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Sterling Lumber & Investment Company 401(K) Plan
Participants per plan180Average across loaded plans
Loaded plans3
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Sterling Lumber & Investment Company 401(K) Plan$16.9M
    Plan #002 · 198 participants · 2023
  2. 2
    Sterling Lumber And Investment Company Medical Plannot reported in the loaded dataset
    Plan #502 · 171 participants · 2023
  3. 3
    Sterling Lumber And Investment Company Group Term Lifenot reported in the loaded dataset
    Plan #503 · 171 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Sterling Lumber & Investment Company. Open one for its full reported snapshot.

  1. 2023
    Sterling Lumber & Investment Company 401(K) Plan198 participants · 2Sch H
    View filing →
  2. 2023
    Sterling Lumber And Investment Company Medical Plan171 participants · 2No schedules
    View filing →
  3. 2023
    Sterling Lumber And Investment Company Group Term Life171 participants · 2No schedules
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Sterling Lumber & Investment Company report on Form 5500?
Sterling Lumber & Investment Company (EIN 84-0328810) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Sterling Lumber & Investment Company?
The Employer Identification Number (EIN) reported for Sterling Lumber & Investment Company is 84-0328810.
What is the latest Form 5500 filing year for Sterling Lumber & Investment Company?
The latest loaded Form 5500 filing year for Sterling Lumber & Investment Company is 2023.

Related Form 5500 pages