Who sponsors the Sterling Health Care 401(K) Retirement Plan?

Sterling Health Care 401(K) Retirement Plan is reported as sponsored by Sterling Health Care (EIN 27-0439902, plan number 001) in public Form 5500 filings.

What is the most recent Form 5500 filing year for Sterling Health Care 401(K) Retirement Plan?

The latest Form 5500 filing year loaded for Sterling Health Care 401(K) Retirement Plan is 2023.

How many participants does Sterling Health Care 401(K) Retirement Plan report?

Sterling Health Care 401(K) Retirement Plan reports 241 participants in its latest loaded Form 5500 filing.

What are the reported plan assets for Sterling Health Care 401(K) Retirement Plan?

Sterling Health Care 401(K) Retirement Plan reports $5,837,016 in end-of-year plan assets in its latest loaded Form 5500 filing.

Sterling Health Care 401(K) Retirement Plan — Form 5500 plan (Sterling Health Care)

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 Health Care 401(K) Retirement Plan is a benefit plan reported by Sterling Health Care under EIN 27-0439902 and plan number 001. The latest loaded filing year is 2023. The filing reports 241 participants and $5,837,016 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$5.8MPlan net assets, end of year$5,837,016

Participants241Covered participants reported

Assets / participant$24.2KComputed: assets ÷ participants$24,220 (computed)

Provider compensation$19.7K2 Schedule C provider row(s)$19,719

Plan sponsor: Sterling Health Care
EIN: 27-0439902
Plan number: 001
Plan type: 2
Location: Mt Sterling, KY
Latest filing year: 2023

Form 5500 filing history

Filings loaded for this plan
Filing year	Participants	Schedules	Filing
2023	241	H, C	20240904070000NAL0011002435001

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)$5.8M total assets

Net assets$5.8MLiabilities$0

Money in vs. money out

Total income / additions$2.3M

Total expenses$390.9K

Benefits paid / distributions$371.1K

Contributions

Employer$543.5K

Participant$942.6K

Full reported line items

Net assets

Total assets (EOY): $5,837,016
Total liabilities (EOY): $0
Net assets (EOY): $5,837,016
Net assets (BOY): $3,949,315

Income & contributions

Employer contributions: $543,511
Participant contributions: $942,616
Total contributions: $1,493,838
Total income / additions: $2,278,561

Expenses & distributions

Benefits paid: $371,108
Administrative expenses: $19,719
Total expenses: $390,860
Net increase / (decrease): $1,887,701

Service provider compensation (Schedule C)

Reported service provider compensation
Provider	Service	Direct comp.	Indirect comp.	Year
Edward Jones	INVESTMENT/FINANCIAL ADVI	$13,030	$0	2023
Adp, Inc.	RECORD KEEPER	$6,689	$0	2023