2023 Form 5500 filing — Sterling Seacrest Pritchard, Inc. 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 20241010123026NAL0011459395001) for Sterling Seacrest Pritchard, Inc. Retirement Plan, reported by Sterling Seacrest Pritchard, Inc. under EIN 45-0491669 and plan number 001. It reports 381 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)$55.5MReported net assets$55,461,615

Participants381

Provider compensation$102.4K6 Schedule C row(s)$102,386

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20241010123026NAL0011459395001
Plan sponsor: Sterling Seacrest Pritchard, Inc.
EIN: 45-0491669
Plan number: 001
Location: Atlanta, GA
Received date: not reported in the loaded dataset

How to read this filing

This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
Schedule chips (Sch H / I / C) show which schedules this filing includes.
Net assets = total assets minus total liabilities (Schedule H/I).
Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
For the plan's full history, open the plan profile.

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)$55.5M total assets

Net assets$55.5MLiabilities$0

Money in vs. money out

Total income / additions$13.2M

Total expenses$2.2M

Benefits paid / distributions$2.1M

Contributions

Employer$2.2M

Participant$3M

Full reported line items

Total assets (EOY): $55,461,615
Total liabilities (EOY): $0
Net assets (EOY): $55,461,615
Employer contributions: $2,201,098
Participant contributions: $2,983,674
Total income / additions: $13,170,288
Benefits paid: $2,138,712
Administrative expenses: $90,722
Total expenses: $2,229,434
Net increase / (decrease): $10,940,854

Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

1
Ubs Financial Services, Inc.$46.2K
INVESTMENT ADVISOR · Direct $46.2K
2
Erisa Services Of Georgia LLC$20.7K
CONTRACT ADMIN · Direct $20.7K
3
Empower Annuity Ins Co Of America$16K
RECORDKEEPER · Direct $16K · Indirect $0
4
Empower Advisory Group$13.2K
INVESTMENT MGMT · Direct $13.2K
5
Ascensus Holdings, Inc. Dba Future$6.2K
CONTRACT ADMIN · Direct $6.2K
6
Gwfs Equities, Inc.$60
BROKER · Direct $60

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241010123026NAL0011459395001 cover?: It is the 2023 Form 5500 filing for Sterling Seacrest Pritchard, Inc. Retirement Plan, reported by Sterling Seacrest Pritchard, Inc. (EIN 45-0491669).
Which Form 5500 schedules are attached to this 2023 filing?: Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).