2023 Form 5500 filing — The Sterling Group, L.P. 401k Profit Sharing Plan

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240614141030NAL0015372595001) for The Sterling Group, L.P. 401k Profit Sharing Plan, reported by The Sterling Group, L.P. under EIN 80-0112320 and plan number 001. It reports 89 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$14.3MReported net assets$14,274,607
Participants89
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240614141030NAL0015372595001
Plan sponsor
The Sterling Group, L.P.
EIN
80-0112320
Plan number
001
Location
Houston, TX
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$14.3M total assets
Net assets$14.3MLiabilities$0
Money in vs. money out
Total income / additions$4.6M
Total expenses$723.4K
Benefits paid / distributions$686.4K
Contributions
Employer$395.9K
Participant$1.1M
Full reported line items
Total assets (EOY)
$14,274,607
Total liabilities (EOY)
$0
Net assets (EOY)
$14,274,607
Employer contributions
$395,886
Participant contributions
$1,088,965
Total income / additions
$4,553,474
Benefits paid
$686,440
Administrative expenses
$37,006
Total expenses
$723,446
Net increase / (decrease)
$3,830,028

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240614141030NAL0015372595001 cover?
It is the 2023 Form 5500 filing for The Sterling Group, L.P. 401k Profit Sharing Plan, reported by The Sterling Group, L.P. (EIN 80-0112320).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages