Plan5500

Stern Therapy Consultants, LLC 401(K) Plan — Form 5500 plan (Stern Therapy Consultants, LLC)

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, Stern Therapy Consultants, LLC 401(K) Plan is a benefit plan reported by Stern Therapy Consultants, LLC under EIN 46-3265648 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,480 participants and $549,258 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$1.8MPlan net assets, end of year$1,801,201
Participants2.5KCovered participants reported2,480
Assets / participant$731Computed: assets ÷ participants$731 (computed)
Provider compensationNone reported
Plan sponsor
Stern Therapy Consultants, LLC
EIN
46-3265648
Plan number
001
Plan type
2
Location
Pomona, NY
Latest filing year
2023
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    2,480 participants · 2Sch H
    View filing →
  2. 2023
    1,058 participants · 2Sch H
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$1.8M total assets
Net assets$1.8MLiabilities$12.5K
Money in vs. money out
Total income / additions$673.9K
Total expenses$231.9K
Benefits paid / distributions$222.7K
Contributions
Employer$15.3K
Participant$389.6K
Full reported line items

Net assets

Total assets (EOY)
$1,813,748
Total liabilities (EOY)
$12,547
Net assets (EOY)
$1,801,201
Net assets (BOY)
$1,359,207

Income & contributions

Employer contributions
$15,250
Participant contributions
$389,602
Total contributions
$419,873
Total income / additions
$673,938

Expenses & distributions

Benefits paid
$222,744
Administrative expenses
$9,200
Total expenses
$231,944
Net increase / (decrease)
$441,994
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 4%Participant 96%
Total expenses ÷ net assets13%Computed ratio
Benefits paid ÷ total income33%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages