The Sterno Group Companies, LLC 401(K) Profit Sharing And Trust — Form 5500 plan (The Sterno Group Companies, LLC)
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, The Sterno Group Companies, LLC 401(K) Profit Sharing And Trust is a benefit plan reported by The Sterno Group Companies, LLC under EIN 20-5599323 and plan number 001. The latest loaded filing year is 2023. The filing reports 356 participants and $13,739,668 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$13.7MPlan net assets, end of year$13,739,668
Participants356Covered participants reported
Assets / participant$38.6KComputed: assets ÷ participants$38,595 (computed)
Provider compensation$79.2K2 Schedule C provider row(s)$79,161
- Plan sponsor
- The Sterno Group Companies, LLC
- EIN
- 20-5599323
- Plan number
- 001
- Plan type
- 2
- Location
- Plano, TX
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 356 | H, C | 20240916090526NAL0002486864001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$13.7M total assets
Net assets$13.7MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $13,739,668
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,739,668
- Net assets (BOY)
- $11,132,945
Income & contributions
- Employer contributions
- $441,396
- Participant contributions
- $855,399
- Total contributions
- $1,313,187
- Total income / additions
- $3,247,690
Expenses & distributions
- Benefits paid
- $561,806
- Administrative expenses
- $79,161
- Total expenses
- $640,967
- Net increase / (decrease)
- $2,606,723
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
34%66%
Employer 34%Participant 66%
Total expenses ÷ net assets5%Computed ratio
Benefits paid ÷ total income17%Computed ratio
Provider comp. ÷ net assets1%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $42,998 | $0 | 2023 |
| Reilly Financial Advisors LLC | INVESTMENT ADVISOR | $36,163 | not reported in the loaded dataset | 2023 |