2023 Form 5500 filing — The Rodon/K'Nex Defined Benefit 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 20241212100048NAL0007758035001) for The Rodon/K'Nex Defined Benefit Plan, reported by Sterling Drive Ventures, L.P. under EIN 23-2688026 and plan number 001. It reports 108 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241212100048NAL0007758035001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Sterling Drive Ventures, L.P.
- EIN
- 23-2688026
- Plan number
- 001
- Location
- Hatfield, PA
- Participants
- 108
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,724,427
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,724,427
- Total income / additions
- $233,598
- Benefits paid
- $301,843
- Administrative expenses
- $13,176
- Total expenses
- $315,019
- Net increase / (decrease)
- -$81,421
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Dietrich & Associates, Inc. | INSURANCE REP/BROKER | $59,514 | not reported in the loaded dataset |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $8,176 | $0 |
| Principal Global Investors, LLC | INVESTMENT ADVISORY | $5,000 | not reported in the loaded dataset |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $2,931 | $0 |