Plan5500

Sterling Federal Bank, Fsb Retirement Plan And Trust — Form 5500 plan (Sterling Federal Bank, Fsb)

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 Federal Bank, Fsb Retirement Plan And Trust is a benefit plan reported by Sterling Federal Bank, Fsb under EIN 36-1824695 and plan number 003. The latest loaded filing year is 2023. The filing reports 162 participants and $16,271,221 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Sterling Federal Bank, Fsb
EIN
36-1824695
Plan number
003
Plan type
2
Location
Sterling, IL
Latest filing year
2023
Participants
162
End-of-year plan assets
$16,271,221

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023162H, C20250714090003NAL0000830529001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$16,271,221
Total liabilities (EOY)
$0
Net assets (EOY)
$16,271,221
Net assets (BOY)
$14,183,969

Income & contributions

Employer contributions
$0
Participant contributions
$0
Total contributions
$0
Total income / additions
$2,884,888

Expenses & distributions

Benefits paid
$796,536
Administrative expenses
$1,100
Total expenses
$797,636
Net increase / (decrease)
$2,087,252

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Voya Retirement Insurance And AnnuiSERVICE PROVIDER$0$11,1402023
MorningstarSERVICE PROVIDER$0$7,4272023

Related Form 5500 pages