Sterling Products, Inc. 401(K) Savings And Retirement Plan — Form 5500 plan (Sterling Products, Inc.)
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 Products, Inc. 401(K) Savings And Retirement Plan is a benefit plan reported by Sterling Products, Inc. under EIN 13-3446488 and plan number 003. The latest loaded filing year is 2023. The filing reports 541 participants and $38,264,525 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Sterling Products, Inc.
- EIN
- 13-3446488
- Plan number
- 003
- Plan type
- 2
- Location
- New Berlin, WI
- Latest filing year
- 2023
- Participants
- 541
- End-of-year plan assets
- $38,264,525
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 541 | H, C | 20240913105639NAL0019573026001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $38,264,525
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $38,264,525
- Net assets (BOY)
- $35,203,542
Income & contributions
- Employer contributions
- $573,261
- Participant contributions
- $1,966,508
- Total contributions
- $2,754,071
- Total income / additions
- $8,552,013
Expenses & distributions
- Benefits paid
- $5,324,543
- Administrative expenses
- $148,690
- Total expenses
- $5,491,030
- Net increase / (decrease)
- $3,060,983
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Oneamerica Retirement Services LLC | NONE | $73,831 | not reported in the loaded dataset | 2023 |
| Ubs Financial Services | NONE | $62,859 | not reported in the loaded dataset | 2023 |
| Wipfli, Llp | NONE | $12,000 | not reported in the loaded dataset | 2023 |
| Matrix Trust Company | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Sterling Products, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in WI
- 401(k) and benefit plan filings in New Berlin, WI
- Oneamerica Retirement Services LLC — Schedule C compensation
- Ubs Financial Services — Schedule C compensation
- Wipfli, Llp — Schedule C compensation
- Matrix Trust Company — Schedule C compensation