Sternberg, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Sternberg, Inc.)

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, Sternberg, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Sternberg, Inc. under EIN 35-0911892 and plan number 001. The latest loaded filing year is 2023. The filing reports 272 participants and $8,514,734 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Sternberg, Inc.
EIN
35-0911892
Plan number
001
Plan type
2
Location
Jasper, IN
Latest filing year
2023
Participants
272
End-of-year plan assets
$8,514,734

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023272H, C20250701103952NAL0017608544001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$8,514,734
Total liabilities (EOY)
$0
Net assets (EOY)
$8,514,734
Net assets (BOY)
$6,739,118

Income & contributions

Participant contributions
$636,588
Total contributions
$640,099
Total income / additions
$2,475,951

Expenses & distributions

Benefits paid
$649,286
Administrative expenses
$51,049
Total expenses
$700,335
Net increase / (decrease)
$1,775,616

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Lpl FinancialINVESTMENT/FINANCIAL ADVI$25,827$02023
Adp, Inc.RECORD KEEPER$25,222$02023
Adp Broker-DealerRECORD KEEPER$0$02023

Related Form 5500 pages