Plan5500

Sterman Masser, Inc. 401(K) Plan — Form 5500 plan (Sterman Masser, 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, Sterman Masser, Inc. 401(K) Plan is a benefit plan reported by Sterman Masser, Inc. under EIN 23-1726207 and plan number 002. The latest loaded filing year is 2023. The filing reports 343 participants and $11,413,228 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Sterman Masser, Inc.
EIN
23-1726207
Plan number
002
Plan type
2
Location
Sacramento, PA
Latest filing year
2023
Participants
343
End-of-year plan assets
$11,413,228

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023343H, C20241015092324NAL0047181264001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$11,413,228
Total liabilities (EOY)
$0
Net assets (EOY)
$11,413,228
Net assets (BOY)
$9,122,192

Income & contributions

Employer contributions
$879,941
Participant contributions
$419,058
Total contributions
$1,498,621
Total income / additions
$3,132,016

Expenses & distributions

Benefits paid
$752,868
Administrative expenses
$62,656
Total expenses
$840,980
Net increase / (decrease)
$2,291,036

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Lpl Financial LLCADVISOR$28,664not reported in the loaded dataset2023
Fidelity Workplace Services, LLCPLAN ADMINISTRATOR$20,473$02023
Rkl LlpACCOUNTANT$13,165not reported in the loaded dataset2023

Related Form 5500 pages