2023 Form 5500 filing — Sterman Masser, Inc. 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 20241015092324NAL0047181264001) for Sterman Masser, Inc. 401(K) Plan, reported by Sterman Masser, Inc. under EIN 23-1726207 and plan number 002. It reports 343 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015092324NAL0047181264001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Sterman Masser, Inc.
- EIN
- 23-1726207
- Plan number
- 002
- Location
- Sacramento, PA
- Participants
- 343
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,413,228
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,413,228
- Employer contributions
- $879,941
- Participant contributions
- $419,058
- Total income / additions
- $3,132,016
- Benefits paid
- $752,868
- Administrative expenses
- $62,656
- Total expenses
- $840,980
- Net increase / (decrease)
- $2,291,036
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lpl Financial LLC | ADVISOR | $28,664 | not reported in the loaded dataset |
| Fidelity Workplace Services, LLC | PLAN ADMINISTRATOR | $20,473 | $0 |
| Rkl Llp | ACCOUNTANT | $13,165 | not reported in the loaded dataset |