2023 Form 5500 filing — Sterling Employee Savings Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240812153136NAL0009624673001) for Sterling Employee Savings Plan, reported by Sterling Corporation under EIN 04-2890273 and plan number 001. It reports 208 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240812153136NAL0009624673001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Sterling Corporation
- EIN
- 04-2890273
- Plan number
- 001
- Location
- Billerica, MA
- Participants
- 208
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $16,859,043
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $16,859,043
- Employer contributions
- $101,216
- Participant contributions
- $809,182
- Total income / additions
- $2,788,020
- Benefits paid
- $958,633
- Administrative expenses
- $123,333
- Total expenses
- $1,120,643
- Net increase / (decrease)
- $1,667,377
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| New England Pension Plan Systems, L | 0 | $51,411 | not reported in the loaded dataset |
| Sergio Decurtis | 0 | $24,919 | not reported in the loaded dataset |
| New England Pension Plan Systems,L | 0 | $19,935 | not reported in the loaded dataset |
| New England Investment Consultants | 0 | $13,290 | not reported in the loaded dataset |
| Matrix Trust Company | 0 | $11,629 | not reported in the loaded dataset |