Sterling Drive Ventures, L.P. — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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 Drive Ventures, L.P. (EIN 23-2688026) is a plan sponsor located in Hatfield, PA with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
23-2688026
Location
Hatfield, PA
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$18,893,716
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$22,618,143

Contributions & income

Employer contributions
$32,914
Participant contributions
$767,773
Total income / additions
$4,212,923

Expenses & distributions

Benefits paid / distributions
$2,183,653
Total expenses
$2,214,976
Net increase / (decrease)
$1,997,947

Coverage

Total reported participants
247
Plans with financial statements
2
Plans with provider compensation
2

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Sterling Drive Ventures, L.P. plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Sterling Drive Ventures/Rodon Employees 401(K) Plan003139$18,893,7162023
The Rodon/K'Nex Defined Benefit Plan001108$02023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Sterling Drive Ventures, L.P.
YearPlanParticipantsSchedulesFiling
2023Sterling Drive Ventures/Rodon Employees 401(K) Plan139H, C20241004142212NAL0005763875001
2023The Rodon/K'Nex Defined Benefit Plan118H, C20241010092348NAL0011330691001
2023The Rodon/K'Nex Defined Benefit Plan108H, C20241212100048NAL0007758035001

Related Form 5500 pages