Sterling Equities Associates Employees Retirement Plan — Form 5500 plan (Sterling Equities Associates, LLC.)

Plain-English plan 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, Sterling Equities Associates Employees Retirement Plan is a benefit plan reported by Sterling Equities Associates, LLC. under EIN 13-2749022 and plan number 001. The latest loaded filing year is 2023. The filing reports 187 participants and $36,407,858 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Sterling Equities Associates, LLC.
EIN
13-2749022
Plan number
001
Plan type
2
Location
Great Neck, NY
Latest filing year
2023
Participants
187
End-of-year plan assets
$36,407,858

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023187H, C20240925111646NAL0019666304001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$36,407,858
Total liabilities (EOY)
$0
Net assets (EOY)
$36,407,858
Net assets (BOY)
$31,447,695

Income & contributions

Employer contributions
$406,128
Participant contributions
$2,033,872
Total contributions
$2,638,734
Total income / additions
$7,316,499

Expenses & distributions

Benefits paid
$2,367,538
Administrative expenses
-$26,394
Total expenses
$2,356,336
Net increase / (decrease)
$4,960,163

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Mayflower Financial Advisors LLCCONSULTANT/INVEST ADVISOR$7,853not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER-$34,247$02023

Related Form 5500 pages