2023 Form 5500 filing — Sterling Oak Enterprises, Inc. 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 20250305120233NAL0004489059001) for Sterling Oak Enterprises, Inc. 401k Profit Sharing Plan, reported by Sterling Oak Enterprises, Inc. under EIN 82-2640540 and plan number 001. It reports 5 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$5.7KReported net assets$5,666
Participants5
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20250305120233NAL0004489059001
Plan sponsor
Sterling Oak Enterprises, Inc.
EIN
82-2640540
Plan number
001
Location
Fort Worth, 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)$5.7K total assets
Net assets$5.7KLiabilities
Money in vs. money out
Total income / additions-$97.4K
Total expenses$0
Benefits paid / distributionsNot reported
Full reported line items
Total assets (EOY)
$5,666
Net assets (EOY)
$5,666
Total income / additions
-$97,400
Total expenses
$0
Net increase / (decrease)
-$97,400

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20250305120233NAL0004489059001 cover?
It is the 2023 Form 5500 filing for Sterling Oak Enterprises, Inc. 401k Profit Sharing Plan, reported by Sterling Oak Enterprises, Inc. (EIN 82-2640540).
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