2023 Form 5500 filing — Sterling Health Care 401(K) Retirement 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 20240904070000NAL0011002435001) for Sterling Health Care 401(K) Retirement Plan, reported by Sterling Health Care under EIN 27-0439902 and plan number 001. It reports 241 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240904070000NAL0011002435001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Sterling Health Care
- EIN
- 27-0439902
- Plan number
- 001
- Location
- Mt Sterling, KY
- Participants
- 241
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,837,016
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,837,016
- Employer contributions
- $543,511
- Participant contributions
- $942,616
- Total income / additions
- $2,278,561
- Benefits paid
- $371,108
- Administrative expenses
- $19,719
- Total expenses
- $390,860
- Net increase / (decrease)
- $1,887,701
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Edward Jones | INVESTMENT/FINANCIAL ADVI | $13,030 | $0 |
| Adp, Inc. | RECORD KEEPER | $6,689 | $0 |