Plan5500

Sterne Kessler Goldstein & Fox P.L.L.C. — 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, Sterne Kessler Goldstein & Fox P.L.L.C. (EIN 52-1193988) is a plan sponsor located in Washington, DC with 1 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
52-1193988
Location
Washington, DC
Loaded plans
2
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Sterne Kessler Goldstein & Fox P.L.L.C.

  • 2 loaded plans hold $159.4M in reported assets.
  • The largest, Sterne Kessler Goldstein & Fox P.L.L.C. 401(K) Retirement Savings Plan, holds 100% of this company's reported plan assets.
  • Plans cover 1,068 reported participants.
  • 1 of 2 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$159.4MSummed across loaded plans$159,446,556
Total reported assets$159.4M$159,446,785
Total reported participants1.1K1,068
Total reported liabilities$229

Reported net position

Reported assets = net assets + liabilities (summed)$159.4M total assets
Net assets$159.4MLiabilities$229
Contributions & income
Employer contributions$3.4M
Participant contributions$6.3M
Total income / additions$37.9M
Expenses & distributions
Benefits paid / distributions$3.6M
Total expenses$3.5M
Net increase / (decrease)$34.4M

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation1 / 2 (50%)

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.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Sterne Kessler Goldstein & Fox P.L.L.C. 401(K) Retirement Savings Plan
Participants per plan534Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Sterne Kessler Goldstein & Fox P.L.L.C. 401(K) Retirement Savings Plan$159.4M
    Plan #001 · 645 participants · 2023
  2. 2
    Sterne, Kessler, Goldstein & Fox P.L.L.C. Health & Welfare Plannot reported in the loaded dataset
    Plan #501 · 423 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Sterne Kessler Goldstein & Fox P.L.L.C.. Open one for its full reported snapshot.

  1. 2023
    Sterne, Kessler, Goldstein & Fox P.L.L.C. Health & Welfare Plan423 participants · 2No schedules
    View filing →
  2. 2023
    Sterne Kessler Goldstein & Fox P.L.L.C. 401(K) Retirement Savings Plan645 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Sterne Kessler Goldstein & Fox P.L.L.C. report on Form 5500?
Sterne Kessler Goldstein & Fox P.L.L.C. (EIN 52-1193988) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Sterne Kessler Goldstein & Fox P.L.L.C.?
The Employer Identification Number (EIN) reported for Sterne Kessler Goldstein & Fox P.L.L.C. is 52-1193988.
What is the latest Form 5500 filing year for Sterne Kessler Goldstein & Fox P.L.L.C.?
The latest loaded Form 5500 filing year for Sterne Kessler Goldstein & Fox P.L.L.C. is 2023.

Related Form 5500 pages