Sterling Health Care 401(K) Retirement Plan — Form 5500 plan (Sterling Health Care)
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 Health Care 401(K) Retirement Plan is a benefit plan reported by Sterling Health Care under EIN 27-0439902 and plan number 001. The latest loaded filing year is 2023. The filing reports 241 participants and $5,837,016 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Sterling Health Care
- EIN
- 27-0439902
- Plan number
- 001
- Plan type
- 2
- Location
- Mt Sterling, KY
- Latest filing year
- 2023
- Participants
- 241
- End-of-year plan assets
- $5,837,016
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 241 | H, C | 20240904070000NAL0011002435001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,837,016
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,837,016
- Net assets (BOY)
- $3,949,315
Income & contributions
- Employer contributions
- $543,511
- Participant contributions
- $942,616
- Total contributions
- $1,493,838
- Total income / additions
- $2,278,561
Expenses & distributions
- Benefits paid
- $371,108
- Administrative expenses
- $19,719
- Total expenses
- $390,860
- Net increase / (decrease)
- $1,887,701
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Edward Jones | INVESTMENT/FINANCIAL ADVI | $13,030 | $0 | 2023 |
| Adp, Inc. | RECORD KEEPER | $6,689 | $0 | 2023 |