2023 Form 5500 filing — The Sterno Group Companies, LLC 401(K) Profit Sharing And Trust
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 20240916090526NAL0002486864001) for The Sterno Group Companies, LLC 401(K) Profit Sharing And Trust, reported by The Sterno Group Companies, LLC under EIN 20-5599323 and plan number 001. It reports 356 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)$13.7MReported net assets$13,739,668
Participants356
Provider compensation$79.2K2 Schedule C row(s)$79,161
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240916090526NAL0002486864001
- Plan sponsor
- The Sterno Group Companies, LLC
- EIN
- 20-5599323
- Plan number
- 001
- Location
- Plano, TX
- 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)$13.7M total assets
Net assets$13.7MLiabilities$0
Full reported line items
- Total assets (EOY)
- $13,739,668
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,739,668
- Employer contributions
- $441,396
- Participant contributions
- $855,399
- Total income / additions
- $3,247,690
- Benefits paid
- $561,806
- Administrative expenses
- $79,161
- Total expenses
- $640,967
- Net increase / (decrease)
- $2,606,723
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $42,998 | $0 |
| Reilly Financial Advisors LLC | INVESTMENT ADVISOR | $36,163 | not reported in the loaded dataset |