Sterling College Defined Contribution Plan — Form 5500 plan (Sterling College)
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 College Defined Contribution Plan is a benefit plan reported by Sterling College under EIN 48-0543728 and plan number 001. The latest loaded filing year is 2023. The filing reports 548 participants and $12,367,483 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Sterling College
- EIN
- 48-0543728
- Plan number
- 001
- Plan type
- 2
- Location
- Sterling, KS
- Latest filing year
- 2023
- Participants
- 548
- End-of-year plan assets
- $12,367,483
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 548 | H, C | 20240731132028NAL0022283521001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $12,367,483
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,367,483
- Net assets (BOY)
- $11,401,072
Income & contributions
- Employer contributions
- $81,752
- Participant contributions
- $231,778
- Total contributions
- $326,465
- Total income / additions
- $2,018,248
Expenses & distributions
- Benefits paid
- $1,021,510
- Administrative expenses
- $30,034
- Total expenses
- $1,051,837
- Net increase / (decrease)
- $966,411
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Lincoln National Corporation | SERVICE PROVIDER | $21,332 | $0 | 2023 |
| Mariner Wealth | ADVISOR | $8,702 | not reported in the loaded dataset | 2023 |