The Sterling Group Employee Benefit Trust — Form 5500 plan (Sterling Management, Ltd.)
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 Sterling Group Employee Benefit Trust is a benefit plan reported by Sterling Management, Ltd. under EIN 35-1494125 and plan number 501. The latest loaded filing year is 2023. The filing reports 204 participants and $53,304 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Sterling Management, Ltd.
- EIN
- 35-1494125
- Plan number
- 501
- Plan type
- 2
- Location
- Mishawaka, IN
- Latest filing year
- 2023
Form 5500 filing history
Each loaded annual filing for this plan. Open one for its full reported snapshot.
- 2023Sch HSch CView filing →
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Full reported line items
Net assets
- Total assets (EOY)
- $53,304
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $53,304
- Net assets (BOY)
- $31,082
Income & contributions
- Employer contributions
- $1,768,156
- Participant contributions
- $520,712
- Total contributions
- $2,288,868
- Total income / additions
- $2,293,889
Expenses & distributions
- Benefits paid
- $1,922,415
- Administrative expenses
- $349,252
- Total expenses
- $2,271,667
- Net increase / (decrease)
- $22,222
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
Service provider compensation
Reported direct + indirect compensation per provider, ranked. Bars show relative scale.
- 1
- 2
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