Plan5500

The Rodon/K'Nex Defined Benefit Plan — Form 5500 plan (Sterling Drive Ventures, L.P.)

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, The Rodon/K'Nex Defined Benefit Plan is a benefit plan reported by Sterling Drive Ventures, L.P. under EIN 23-2688026 and plan number 001. The latest loaded filing year is 2023. The filing reports 108 participants and $0 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Sterling Drive Ventures, L.P.
EIN
23-2688026
Plan number
001
Plan type
2
Location
Hatfield, PA
Latest filing year
2023
Participants
108
End-of-year plan assets
$0

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023108H, C20241212100048NAL0007758035001
2023118H, C20241010092348NAL0011330691001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$3,724,427
Total liabilities (EOY)
$0
Net assets (EOY)
$3,724,427
Net assets (BOY)
$3,805,848

Income & contributions

Total contributions
$0
Total income / additions
$233,598

Expenses & distributions

Benefits paid
$301,843
Administrative expenses
$13,176
Total expenses
$315,019
Net increase / (decrease)
-$81,421

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Dietrich & Associates, Inc.INSURANCE REP/BROKER$59,514not reported in the loaded dataset2023
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$8,176$02023
Principal Global Investors, LLCINVESTMENT ADVISORY$5,000not reported in the loaded dataset2023
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$2,931$02023

Related Form 5500 pages