Plan5500

Sterling Seacrest Pritchard, Inc. Retirement Plan — Form 5500 plan (Sterling Seacrest Pritchard, 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, Sterling Seacrest Pritchard, Inc. Retirement Plan is a benefit plan reported by Sterling Seacrest Pritchard, Inc. under EIN 45-0491669 and plan number 001. The latest loaded filing year is 2023. The filing reports 381 participants and $55,461,615 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$55.5MPlan net assets, end of year$55,461,615
Participants381Covered participants reported
Assets / participant$145.6KComputed: assets ÷ participants$145,569 (computed)
Provider compensation$102.4K6 Schedule C provider row(s)$102,386
Plan sponsor
Sterling Seacrest Pritchard, Inc.
EIN
45-0491669
Plan number
001
Plan type
2
Location
Atlanta, GA
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    381 participants · 2Sch HSch C
    View filing →
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)$55.5M total assets
Net assets$55.5MLiabilities$0
Money in vs. money out
Total income / additions$13.2M
Total expenses$2.2M
Benefits paid / distributions$2.1M
Contributions
Employer$2.2M
Participant$3M
Full reported line items

Net assets

Total assets (EOY)
$55,461,615
Total liabilities (EOY)
$0
Net assets (EOY)
$55,461,615
Net assets (BOY)
$44,520,761

Income & contributions

Employer contributions
$2,201,098
Participant contributions
$2,983,674
Total contributions
$5,594,386
Total income / additions
$13,170,288

Expenses & distributions

Benefits paid
$2,138,712
Administrative expenses
$90,722
Total expenses
$2,229,434
Net increase / (decrease)
$10,940,854
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 42%Participant 58%
Total expenses ÷ net assets4%Computed ratio
Benefits paid ÷ total income16%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Ubs Financial Services, Inc.$46.2K
    INVESTMENT ADVISOR · Direct $46.2K
  2. 2
    Erisa Services Of Georgia LLC$20.7K
    CONTRACT ADMIN · Direct $20.7K
  3. 3
    Empower Annuity Ins Co Of America$16K
    RECORDKEEPER · Direct $16K · Indirect $0
  4. 4
    Empower Advisory Group$13.2K
    INVESTMENT MGMT · Direct $13.2K
  5. 5
    Ascensus Holdings, Inc. Dba Future$6.2K
    CONTRACT ADMIN · Direct $6.2K
  6. 6
    Gwfs Equities, Inc.$60
    BROKER · Direct $60

What to inspect next

Frequently asked questions

Who sponsors the Sterling Seacrest Pritchard, Inc. Retirement Plan?
Sterling Seacrest Pritchard, Inc. Retirement Plan is reported as sponsored by Sterling Seacrest Pritchard, Inc. (EIN 45-0491669, plan number 001) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Sterling Seacrest Pritchard, Inc. Retirement Plan?
The latest Form 5500 filing year loaded for Sterling Seacrest Pritchard, Inc. Retirement Plan is 2023.
How many participants does Sterling Seacrest Pritchard, Inc. Retirement Plan report?
Sterling Seacrest Pritchard, Inc. Retirement Plan reports 381 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Sterling Seacrest Pritchard, Inc. Retirement Plan?
Sterling Seacrest Pritchard, Inc. Retirement Plan reports $55,461,615 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages