Steren Companies Profit Sharing Plan — Form 5500 plan (Steren Management Co., 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, Steren Companies Profit Sharing Plan is a benefit plan reported by Steren Management Co., Inc. under EIN 39-1097713 and plan number 001. The latest loaded filing year is 2023. The filing reports 401 participants and $7,168,850 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Steren Management Co., Inc.
EIN
39-1097713
Plan number
001
Plan type
2
Location
Cudahy, WI
Latest filing year
2023
Participants
401
End-of-year plan assets
$7,168,850

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023401H, C20240826125739NAL0005469203001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$7,168,850
Total liabilities (EOY)
$0
Net assets (EOY)
$7,168,850
Net assets (BOY)
$6,534,787

Income & contributions

Employer contributions
$493,335
Participant contributions
$106,207
Total contributions
$599,542
Total income / additions
$1,758,362

Expenses & distributions

Benefits paid
$1,075,796
Administrative expenses
$45,937
Total expenses
$1,124,299
Net increase / (decrease)
$634,063

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Wipfli, LlpACCOUNTANT$28,165not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$17,772$02023

Related Form 5500 pages