2023 Form 5500 filing — Sterling Engineering, Inc. Salary 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 20240820094046NAL0001645011001) for Sterling Engineering, Inc. Salary Savings Plan, reported by Sterling Engineering, Inc. under EIN 36-2708254 and plan number 001. It reports 544 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$16MReported net assets$16,028,233
Participants544
Provider compensation$1.3K1 Schedule C row(s)$1,250
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240820094046NAL0001645011001
Plan sponsor
Sterling Engineering, Inc.
EIN
36-2708254
Plan number
001
Location
Westchester, IL
Received date
not reported in the loaded dataset
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$16.1M total assets
Net assets$16MLiabilities$58.9K
Money in vs. money out
Total income / additions$4.5M
Total expenses$1.3M
Benefits paid / distributions$1.3M
Contributions
Employer$78.3K
Participant$1.4M
Full reported line items
Total assets (EOY)
$16,087,138
Total liabilities (EOY)
$58,905
Net assets (EOY)
$16,028,233
Employer contributions
$78,263
Participant contributions
$1,356,993
Total income / additions
$4,529,265
Benefits paid
$1,321,870
Administrative expenses
$5,622
Total expenses
$1,327,492
Net increase / (decrease)
$3,201,773

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Fidelity Investments InstitutionalRECORDKEEPER$1,250$0

Related Form 5500 pages