2023 Form 5500 filing — The Sterling Bmw Retirement Savings 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 20241011155737NAL0037582848001) for The Sterling Bmw Retirement Savings Plan, reported by Sterling Motors, Ltd, Dba Sterling Bmw under EIN 33-0120479 and plan number 001. It reports 122 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011155737NAL0037582848001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Sterling Motors, Ltd, Dba Sterling Bmw
- EIN
- 33-0120479
- Plan number
- 001
- Location
- Newport Beach, CA
- Participants
- 122
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,938,299
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,938,299
- Participant contributions
- $367,929
- Total income / additions
- $889,717
- Benefits paid
- $430,139
- Administrative expenses
- $30,149
- Total expenses
- $465,735
- Net increase / (decrease)
- $423,982
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Reliance Trust Company | RECORDKEEPER | $14,506 | $0 |