2023 Form 5500 filing — Sterling Federal Bank, Fsb Retirement Plan And Trust
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 20250714090003NAL0000830529001) for Sterling Federal Bank, Fsb Retirement Plan And Trust, reported by Sterling Federal Bank, Fsb under EIN 36-1824695 and plan number 003. It reports 162 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250714090003NAL0000830529001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Sterling Federal Bank, Fsb
- EIN
- 36-1824695
- Plan number
- 003
- Location
- Sterling, IL
- Participants
- 162
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $16,271,221
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $16,271,221
- Employer contributions
- $0
- Participant contributions
- $0
- Total income / additions
- $2,884,888
- Benefits paid
- $796,536
- Administrative expenses
- $1,100
- Total expenses
- $797,636
- Net increase / (decrease)
- $2,087,252
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Voya Retirement Insurance And Annui | SERVICE PROVIDER | $0 | $11,140 |
| Morningstar | SERVICE PROVIDER | $0 | $7,427 |