2023 Form 5500 filing — Sternberg, Inc. 401(K) Profit Sharing 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 20250701103952NAL0017608544001) for Sternberg, Inc. 401(K) Profit Sharing Plan, reported by Sternberg, Inc. under EIN 35-0911892 and plan number 001. It reports 272 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250701103952NAL0017608544001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Sternberg, Inc.
- EIN
- 35-0911892
- Plan number
- 001
- Location
- Jasper, IN
- Participants
- 272
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,514,734
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,514,734
- Participant contributions
- $636,588
- Total income / additions
- $2,475,951
- Benefits paid
- $649,286
- Administrative expenses
- $51,049
- Total expenses
- $700,335
- Net increase / (decrease)
- $1,775,616
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lpl Financial | INVESTMENT/FINANCIAL ADVI | $25,827 | $0 |
| Adp, Inc. | RECORD KEEPER | $25,222 | $0 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 |