2023 Form 5500 filing — Sterling Products, Inc. 401(K) Savings And 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 20240913105639NAL0019573026001) for Sterling Products, Inc. 401(K) Savings And Retirement Plan, reported by Sterling Products, Inc. under EIN 13-3446488 and plan number 003. It reports 541 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240913105639NAL0019573026001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Sterling Products, Inc.
- EIN
- 13-3446488
- Plan number
- 003
- Location
- New Berlin, WI
- Participants
- 541
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $38,264,525
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $38,264,525
- Employer contributions
- $573,261
- Participant contributions
- $1,966,508
- Total income / additions
- $8,552,013
- Benefits paid
- $5,324,543
- Administrative expenses
- $148,690
- Total expenses
- $5,491,030
- Net increase / (decrease)
- $3,060,983
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Oneamerica Retirement Services LLC | NONE | $73,831 | not reported in the loaded dataset |
| Ubs Financial Services | NONE | $62,859 | not reported in the loaded dataset |
| Wipfli, Llp | NONE | $12,000 | not reported in the loaded dataset |
| Matrix Trust Company | NONE | $0 | $0 |