2023 Form 5500 filing — Sterling Lumber & Investment Company 401(K) 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 20240717120314NAL0003994225001) for Sterling Lumber & Investment Company 401(K) Plan, reported by Sterling Lumber & Investment Company under EIN 84-0328810 and plan number 002. It reports 198 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$16.9MReported net assets$16,916,301
Participants198
Provider compensationNone reported
Schedules filedSchedule HLoaded schedules
EFAST2 acknowledgement
20240717120314NAL0003994225001
Plan sponsor
Sterling Lumber & Investment Company
EIN
84-0328810
Plan number
002
Location
Broomfield, CO
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 H · 2023

Reported financial snapshot

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

Reported balance (end of year)$16.9M total assets
Net assets$16.9MLiabilities$0
Money in vs. money out
Total income / additions$3.9M
Total expenses$1.7M
Benefits paid / distributions$1.6M
Contributions
Employer$867K
Participant$591.9K
Full reported line items
Total assets (EOY)
$16,916,301
Total liabilities (EOY)
$0
Net assets (EOY)
$16,916,301
Employer contributions
$866,991
Participant contributions
$591,860
Total income / additions
$3,897,857
Benefits paid
$1,648,459
Administrative expenses
$5,053
Total expenses
$1,653,512
Net increase / (decrease)
$2,244,345

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240717120314NAL0003994225001 cover?
It is the 2023 Form 5500 filing for Sterling Lumber & Investment Company 401(K) Plan, reported by Sterling Lumber & Investment Company (EIN 84-0328810).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials).

Related Form 5500 pages