Sterling Drive Ventures/Rodon Employees 401(K) Plan — Form 5500 plan (Sterling Drive Ventures, L.P.)

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 Drive Ventures/Rodon Employees 401(K) Plan is a benefit plan reported by Sterling Drive Ventures, L.P. under EIN 23-2688026 and plan number 003. The latest loaded filing year is 2023. The filing reports 139 participants and $18,893,716 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Sterling Drive Ventures, L.P.
EIN
23-2688026
Plan number
003
Plan type
2
Location
Hatfield, PA
Latest filing year
2023
Participants
139
End-of-year plan assets
$18,893,716

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023139H, C20241004142212NAL0005763875001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$18,893,716
Total liabilities (EOY)
$0
Net assets (EOY)
$18,893,716
Net assets (BOY)
$16,814,348

Income & contributions

Employer contributions
$32,914
Participant contributions
$767,773
Total contributions
$800,687
Total income / additions
$3,979,325

Expenses & distributions

Benefits paid
$1,881,810
Administrative expenses
$18,147
Total expenses
$1,899,957
Net increase / (decrease)
$2,079,368

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
AdpCONTRACT ADMINISTRATOR$18,147not reported in the loaded dataset2023

Related Form 5500 pages