Plain-English plan 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, Sterling Equities Associates Employees Retirement Plan is a benefit plan reported by Sterling Equities Associates, LLC. under EIN 13-2749022 and plan number 001. The latest loaded filing year is 2023. The filing reports 187 participants and $36,407,858 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $36,407,858
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $36,407,858
- Net assets (BOY)
- $31,447,695
Income & contributions
- Employer contributions
- $406,128
- Participant contributions
- $2,033,872
- Total contributions
- $2,638,734
- Total income / additions
- $7,316,499
Expenses & distributions
- Benefits paid
- $2,367,538
- Administrative expenses
- -$26,394
- Total expenses
- $2,356,336
- Net increase / (decrease)
- $4,960,163