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STERLING MEDICAL 401K PLAN 401k Plan overview

Plan NameSTERLING MEDICAL 401K PLAN
Plan identification number 001

STERLING MEDICAL 401K PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Offset plan - Plan benefits are subject to offset for retirement benefits provided in another plan or arrangement of the employer.
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

STERLING MEDICAL CORPORATION has sponsored the creation of one or more 401k plans.

Company Name:STERLING MEDICAL CORPORATION
Employer identification number (EIN):311278260
NAIC Classification:621399
NAIC Description:Offices of All Other Miscellaneous Health Practitioners

Additional information about STERLING MEDICAL CORPORATION

Jurisdiction of Incorporation: Ohio Secretary of State Business Services Division
Incorporation Date: 1989-08-28
Company Identification Number: 755500
Legal Registered Office Address: 1300 EAST NINTH STREET
-
CLEVELAND
United States of America (USA)
44114

More information about STERLING MEDICAL CORPORATION

Form 5500 Filing Information

Submission information for form 5500 for 401k plan STERLING MEDICAL 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012019-01-01
0012018-01-01
0012017-01-01
0012016-01-01
0012015-01-01RICHARD BLATT
0012014-01-01RICHARD BLATT
0012013-01-01RICHARD BLATT
0012012-01-01RICHARD BLATT
0012011-01-01RICHARD BLATT
0012010-01-01RICHARD BLATT
0012009-01-01RICHARD BLATT RICHARD BLATT2010-10-07

Plan Statistics for STERLING MEDICAL 401K PLAN

401k plan membership statisitcs for STERLING MEDICAL 401K PLAN

Measure Date Value
2022: STERLING MEDICAL 401K PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-011,126
Total number of active participants reported on line 7a of the Form 55002022-01-01696
Number of retired or separated participants receiving benefits2022-01-016
Number of other retired or separated participants entitled to future benefits2022-01-01198
Total of all active and inactive participants2022-01-01900
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01900
Number of participants with account balances2022-01-01370
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0113
2021: STERLING MEDICAL 401K PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-011,229
Total number of active participants reported on line 7a of the Form 55002021-01-01846
Number of retired or separated participants receiving benefits2021-01-016
Number of other retired or separated participants entitled to future benefits2021-01-01218
Total of all active and inactive participants2021-01-011,070
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-011,070
Number of participants with account balances2021-01-01431
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0114
2020: STERLING MEDICAL 401K PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-011,196
Total number of active participants reported on line 7a of the Form 55002020-01-01967
Number of retired or separated participants receiving benefits2020-01-011
Number of other retired or separated participants entitled to future benefits2020-01-01216
Total of all active and inactive participants2020-01-011,184
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-011,184
Number of participants with account balances2020-01-01459
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0114
2019: STERLING MEDICAL 401K PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011,568
Total number of active participants reported on line 7a of the Form 55002019-01-01908
Number of retired or separated participants receiving benefits2019-01-016
Number of other retired or separated participants entitled to future benefits2019-01-01245
Total of all active and inactive participants2019-01-011,159
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-011,159
Number of participants with account balances2019-01-01472
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0153
2018: STERLING MEDICAL 401K PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-011,645
Total number of active participants reported on line 7a of the Form 55002018-01-011,344
Number of retired or separated participants receiving benefits2018-01-018
Number of other retired or separated participants entitled to future benefits2018-01-01169
Total of all active and inactive participants2018-01-011,521
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-011,521
Number of participants with account balances2018-01-01521
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0135
2017: STERLING MEDICAL 401K PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-011,483
Total number of active participants reported on line 7a of the Form 55002017-01-011,372
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01164
Total of all active and inactive participants2017-01-011,536
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-011,536
Number of participants with account balances2017-01-01524
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0140
2016: STERLING MEDICAL 401K PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011,613
Total number of active participants reported on line 7a of the Form 55002016-01-011,368
Number of retired or separated participants receiving benefits2016-01-0111
Number of other retired or separated participants entitled to future benefits2016-01-01104
Total of all active and inactive participants2016-01-011,483
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-011,483
Number of participants with account balances2016-01-01395
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0144
2015: STERLING MEDICAL 401K PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011,709
Total number of active participants reported on line 7a of the Form 55002015-01-011,394
Number of retired or separated participants receiving benefits2015-01-0110
Number of other retired or separated participants entitled to future benefits2015-01-01209
Total of all active and inactive participants2015-01-011,613
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-011,613
Number of participants with account balances2015-01-01448
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0141
2014: STERLING MEDICAL 401K PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-011,347
Total number of active participants reported on line 7a of the Form 55002014-01-011,185
Number of retired or separated participants receiving benefits2014-01-019
Number of other retired or separated participants entitled to future benefits2014-01-01197
Total of all active and inactive participants2014-01-011,391
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-011,391
Number of participants with account balances2014-01-01432
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0135
2013: STERLING MEDICAL 401K PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-011,298
Total number of active participants reported on line 7a of the Form 55002013-01-011,066
Number of retired or separated participants receiving benefits2013-01-0110
Number of other retired or separated participants entitled to future benefits2013-01-01213
Total of all active and inactive participants2013-01-011,289
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-011,289
Number of participants with account balances2013-01-01417
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0133
2012: STERLING MEDICAL 401K PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-011,334
Total number of active participants reported on line 7a of the Form 55002012-01-011,102
Number of retired or separated participants receiving benefits2012-01-0111
Number of other retired or separated participants entitled to future benefits2012-01-01197
Total of all active and inactive participants2012-01-011,310
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-011,310
Number of participants with account balances2012-01-01383
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0113
2011: STERLING MEDICAL 401K PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-011,108
Total number of active participants reported on line 7a of the Form 55002011-01-011,102
Number of retired or separated participants receiving benefits2011-01-019
Number of other retired or separated participants entitled to future benefits2011-01-01186
Total of all active and inactive participants2011-01-011,297
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-011,297
Number of participants with account balances2011-01-01395
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0120
2010: STERLING MEDICAL 401K PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-011,370
Total number of active participants reported on line 7a of the Form 55002010-01-011,040
Number of retired or separated participants receiving benefits2010-01-015
Number of other retired or separated participants entitled to future benefits2010-01-01168
Total of all active and inactive participants2010-01-011,213
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-011,213
Number of participants with account balances2010-01-01380
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0119
2009: STERLING MEDICAL 401K PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-011,300
Total number of active participants reported on line 7a of the Form 55002009-01-011,080
Number of retired or separated participants receiving benefits2009-01-015
Number of other retired or separated participants entitled to future benefits2009-01-01166
Total of all active and inactive participants2009-01-011,251
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-011,251
Number of participants with account balances2009-01-01380
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0119

Financial Data on STERLING MEDICAL 401K PLAN

Measure Date Value
2022 : STERLING MEDICAL 401K PLAN 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$-927,286
Total of all expenses incurred2022-12-31$2,814,679
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$2,705,977
Value of total corrective distributions2022-12-31$8,024
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,770,421
Value of total assets at end of year2022-12-31$12,846,686
Value of total assets at beginning of year2022-12-31$16,588,651
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$100,678
Total interest from all sources2022-12-31$2,895
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$240,672
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$240,672
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$650,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,668,478
Participant contributions at end of year2022-12-31$67,837
Participant contributions at beginning of year2022-12-31$59,682
Participant contributions at end of year2022-12-31$46,994
Participant contributions at beginning of year2022-12-31$19,965
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$72,041
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$208
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$330
Administrative expenses (other) incurred2022-12-31$52,578
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-3,741,965
Value of net assets at end of year (total assets less liabilities)2022-12-31$12,846,686
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$16,588,651
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$48,100
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$11,789,199
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$15,421,058
Interest on participant loans2022-12-31$2,895
Value of interest in common/collective trusts at end of year2022-12-31$942,104
Value of interest in common/collective trusts at beginning of year2022-12-31$1,087,231
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-2,964,330
Net investment gain or loss from common/collective trusts2022-12-31$23,056
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$29,902
Employer contributions (assets) at end of year2022-12-31$344
Employer contributions (assets) at beginning of year2022-12-31$385
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$2,705,977
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31No
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31VONLEHMAN & COMPANY, INC.
Accountancy firm EIN2022-12-31310905417
2021 : STERLING MEDICAL 401K PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$4,453,362
Total of all expenses incurred2021-12-31$2,888,915
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$2,758,338
Expenses. Certain deemed distributions of participant loans2021-12-31$5,358
Value of total corrective distributions2021-12-31$9,118
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$2,241,332
Value of total assets at end of year2021-12-31$16,588,651
Value of total assets at beginning of year2021-12-31$15,024,204
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$116,101
Total interest from all sources2021-12-31$3,785
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$305,704
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$305,704
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$650,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$2,047,051
Participant contributions at end of year2021-12-31$59,682
Participant contributions at beginning of year2021-12-31$82,630
Participant contributions at end of year2021-12-31$19,965
Participant contributions at beginning of year2021-12-31$17,504
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$158,617
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$330
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$322
Administrative expenses (other) incurred2021-12-31$53,885
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$1,564,447
Value of net assets at end of year (total assets less liabilities)2021-12-31$16,588,651
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$15,024,204
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$62,216
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$15,421,058
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$13,678,192
Interest on participant loans2021-12-31$3,785
Value of interest in common/collective trusts at end of year2021-12-31$1,087,231
Value of interest in common/collective trusts at beginning of year2021-12-31$1,217,174
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$28,046
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,880,376
Net investment gain or loss from common/collective trusts2021-12-31$22,165
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$35,664
Employer contributions (assets) at end of year2021-12-31$385
Employer contributions (assets) at beginning of year2021-12-31$336
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$2,758,338
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31VONLEHMAN & COMPANY, INC.
Accountancy firm EIN2021-12-31310905417
2020 : STERLING MEDICAL 401K PLAN 2020 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$3,960,815
Total of all expenses incurred2020-12-31$2,209,510
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$2,089,025
Value of total corrective distributions2020-12-31$31,172
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$2,053,695
Value of total assets at end of year2020-12-31$15,024,204
Value of total assets at beginning of year2020-12-31$13,272,899
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$89,313
Total interest from all sources2020-12-31$5,485
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$223,531
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$223,531
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$650,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,882,936
Participant contributions at end of year2020-12-31$82,630
Participant contributions at beginning of year2020-12-31$101,199
Participant contributions at end of year2020-12-31$17,504
Participant contributions at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$141,232
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$322
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$348
Administrative expenses (other) incurred2020-12-31$45,192
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$1,751,305
Value of net assets at end of year (total assets less liabilities)2020-12-31$15,024,204
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$13,272,899
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$44,121
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$13,678,192
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$12,075,422
Interest on participant loans2020-12-31$5,485
Value of interest in common/collective trusts at end of year2020-12-31$1,217,174
Value of interest in common/collective trusts at beginning of year2020-12-31$1,067,885
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$28,046
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$28,045
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,651,123
Net investment gain or loss from common/collective trusts2020-12-31$26,981
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$29,527
Employer contributions (assets) at end of year2020-12-31$336
Employer contributions (assets) at beginning of year2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$2,089,025
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31No
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$0
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31CLARK, SCHAEFER, HACKETT & CO.
Accountancy firm EIN2020-12-31310800053
2019 : STERLING MEDICAL 401K PLAN 2019 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$49,564
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$49,564
Total income from all sources (including contributions)2019-12-31$5,300,916
Total income from all sources (including contributions)2019-12-31$5,300,916
Total of all expenses incurred2019-12-31$3,069,830
Total of all expenses incurred2019-12-31$3,069,830
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,925,076
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,925,076
Value of total corrective distributions2019-12-31$54,785
Value of total corrective distributions2019-12-31$54,785
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,804,614
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,804,614
Value of total assets at end of year2019-12-31$13,272,899
Value of total assets at end of year2019-12-31$13,272,899
Value of total assets at beginning of year2019-12-31$11,091,377
Value of total assets at beginning of year2019-12-31$11,091,377
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$89,969
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$89,969
Total interest from all sources2019-12-31$5,213
Total interest from all sources2019-12-31$5,213
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$261,736
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$261,736
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$261,736
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$261,736
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$650,000
Value of fidelity bond cover2019-12-31$650,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$2,194,167
Contributions received from participants2019-12-31$2,194,167
Participant contributions at end of year2019-12-31$101,199
Participant contributions at end of year2019-12-31$101,199
Participant contributions at beginning of year2019-12-31$117,900
Participant contributions at beginning of year2019-12-31$117,900
Participant contributions at end of year2019-12-31$0
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$63,897
Participant contributions at beginning of year2019-12-31$63,897
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$576,103
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$576,103
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$348
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$348
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$0
Administrative expenses (other) incurred2019-12-31$47,284
Administrative expenses (other) incurred2019-12-31$47,284
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$2,231,086
Value of net income/loss2019-12-31$2,231,086
Value of net assets at end of year (total assets less liabilities)2019-12-31$13,272,899
Value of net assets at end of year (total assets less liabilities)2019-12-31$13,272,899
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$11,041,813
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$11,041,813
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$42,685
Investment advisory and management fees2019-12-31$42,685
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$12,075,422
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$12,075,422
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$9,390,695
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$9,390,695
Interest on participant loans2019-12-31$5,214
Interest on participant loans2019-12-31$5,214
Interest earned on other investments2019-12-31$-1
Interest earned on other investments2019-12-31$-1
Value of interest in common/collective trusts at end of year2019-12-31$1,067,885
Value of interest in common/collective trusts at end of year2019-12-31$1,067,885
Value of interest in common/collective trusts at beginning of year2019-12-31$1,489,561
Value of interest in common/collective trusts at beginning of year2019-12-31$1,489,561
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$28,045
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$28,045
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$28,046
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$28,046
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,199,374
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,199,374
Net investment gain or loss from common/collective trusts2019-12-31$29,979
Net investment gain or loss from common/collective trusts2019-12-31$29,979
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$34,344
Contributions received in cash from employer2019-12-31$34,344
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$1,278
Employer contributions (assets) at beginning of year2019-12-31$1,278
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,925,076
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,925,076
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Liabilities. Value of benefit claims payable at end of year2019-12-31$0
Liabilities. Value of benefit claims payable at end of year2019-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$49,564
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$49,564
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31CLARK, SCHAEFER, HACKETT & CO.
Accountancy firm name2019-12-31CLARK, SCHAEFER, HACKETT & CO.
Accountancy firm EIN2019-12-31310800053
Accountancy firm EIN2019-12-31310800053
2018 : STERLING MEDICAL 401K PLAN 2018 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$49,564
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$73,991
Total income from all sources (including contributions)2018-12-31$2,233,890
Total of all expenses incurred2018-12-31$2,113,065
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$2,006,833
Value of total corrective distributions2018-12-31$49,564
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$2,868,578
Value of total assets at end of year2018-12-31$11,091,377
Value of total assets at beginning of year2018-12-31$10,994,979
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$56,668
Total interest from all sources2018-12-31$6,763
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$218,495
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$218,495
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$540,000
If this is an individual account plan, was there a blackout period2018-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$2,439,063
Participant contributions at end of year2018-12-31$117,900
Participant contributions at beginning of year2018-12-31$86,118
Participant contributions at end of year2018-12-31$63,897
Participant contributions at beginning of year2018-12-31$36,021
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$382,533
Administrative expenses (other) incurred2018-12-31$35,671
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$120,825
Value of net assets at end of year (total assets less liabilities)2018-12-31$11,041,813
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$10,920,988
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$20,997
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$9,390,695
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$0
Value of interest in pooled separate accounts at end of year2018-12-31$0
Value of interest in pooled separate accounts at beginning of year2018-12-31$10,220,351
Interest on participant loans2018-12-31$5,303
Interest earned on other investments2018-12-31$1,460
Value of interest in common/collective trusts at end of year2018-12-31$1,489,561
Value of interest in common/collective trusts at beginning of year2018-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$28,046
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$651,769
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-948,316
Net investment gain/loss from pooled separate accounts2018-12-31$71,273
Net investment gain or loss from common/collective trusts2018-12-31$17,097
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$46,982
Employer contributions (assets) at end of year2018-12-31$1,278
Employer contributions (assets) at beginning of year2018-12-31$720
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$2,006,833
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31Yes
Liabilities. Value of benefit claims payable at end of year2018-12-31$49,564
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$73,991
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31CLARK, SCHAEFER, HACKETT & CO.
Accountancy firm EIN2018-12-31310800053
2017 : STERLING MEDICAL 401K PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$73,991
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$46,529
Total income from all sources (including contributions)2017-12-31$3,828,907
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$741,955
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$655,736
Value of total corrective distributions2017-12-31$73,991
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$2,402,329
Value of total assets at end of year2017-12-31$10,994,979
Value of total assets at beginning of year2017-12-31$7,880,565
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$12,228
Total interest from all sources2017-12-31$3,837
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$1,080
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$1,080
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$540,000
If this is an individual account plan, was there a blackout period2017-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$2,090,965
Participant contributions at end of year2017-12-31$86,118
Participant contributions at beginning of year2017-12-31$108,800
Participant contributions at end of year2017-12-31$36,021
Participant contributions at beginning of year2017-12-31$24,788
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$269,540
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$522
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$3,086,952
Value of net assets at end of year (total assets less liabilities)2017-12-31$10,920,988
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$7,834,036
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$7,745,959
Value of interest in pooled separate accounts at end of year2017-12-31$10,220,351
Interest on participant loans2017-12-31$3,837
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$651,769
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$375,756
Net investment gain/loss from pooled separate accounts2017-12-31$1,045,905
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$41,824
Employer contributions (assets) at end of year2017-12-31$720
Employer contributions (assets) at beginning of year2017-12-31$496
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$655,736
Contract administrator fees2017-12-31$12,228
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31Yes
Liabilities. Value of benefit claims payable at end of year2017-12-31$73,991
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$46,529
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31CLARK, SCHAEFER, HACKETT & CO.
Accountancy firm EIN2017-12-31310800053
2016 : STERLING MEDICAL 401K PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$46,529
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$118,302
Total income from all sources (including contributions)2016-12-31$2,261,654
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$786,756
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$724,429
Expenses. Certain deemed distributions of participant loans2016-12-31$46,529
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,801,383
Value of total assets at end of year2016-12-31$7,880,565
Value of total assets at beginning of year2016-12-31$6,477,440
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$15,798
Total interest from all sources2016-12-31$1,451
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$289,958
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$289,958
Administrative expenses professional fees incurred2016-12-31$15,798
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$540,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$1,582,232
Participant contributions at end of year2016-12-31$108,800
Participant contributions at beginning of year2016-12-31$16,984
Participant contributions at end of year2016-12-31$24,788
Participant contributions at beginning of year2016-12-31$22,745
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$192,709
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$522
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$201
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$1,474,898
Value of net assets at end of year (total assets less liabilities)2016-12-31$7,834,036
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$6,359,138
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$7,745,959
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$6,437,055
Interest on participant loans2016-12-31$1,451
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$168,862
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$26,442
Employer contributions (assets) at end of year2016-12-31$496
Employer contributions (assets) at beginning of year2016-12-31$455
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$724,429
Liabilities. Value of benefit claims payable at end of year2016-12-31$46,529
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$118,302
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31CLARK, SCHAEFER, HACKETT & CO.
Accountancy firm EIN2016-12-31310800053
2015 : STERLING MEDICAL 401K PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$118,302
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$89,970
Total income from all sources (including contributions)2015-12-31$1,655,785
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$1,652,808
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,523,547
Value of total corrective distributions2015-12-31$118,302
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,709,454
Value of total assets at end of year2015-12-31$6,477,440
Value of total assets at beginning of year2015-12-31$6,446,131
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$10,959
Total interest from all sources2015-12-31$1,574
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$297,607
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$297,607
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$540,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$1,298,450
Participant contributions at end of year2015-12-31$16,984
Participant contributions at beginning of year2015-12-31$60,846
Participant contributions at end of year2015-12-31$22,745
Participant contributions at beginning of year2015-12-31$251
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$385,896
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$201
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$97
Administrative expenses (other) incurred2015-12-31$10,959
Total non interest bearing cash at beginning of year2015-12-31$36,618
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$2,977
Value of net assets at end of year (total assets less liabilities)2015-12-31$6,359,138
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$6,356,161
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$6,437,055
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$6,348,319
Interest on participant loans2015-12-31$1,574
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-352,850
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$25,108
Employer contributions (assets) at end of year2015-12-31$455
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,523,547
Liabilities. Value of benefit claims payable at end of year2015-12-31$118,302
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$89,970
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31CLARK, SCHAEFER, HACKETT & CO.
Accountancy firm EIN2015-12-31310800053
2014 : STERLING MEDICAL 401K PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$89,970
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$1,526
Total income from all sources (including contributions)2014-12-31$1,625,000
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$1,758,911
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,659,471
Value of total corrective distributions2014-12-31$89,970
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,182,972
Value of total assets at end of year2014-12-31$6,446,131
Value of total assets at beginning of year2014-12-31$6,491,598
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$9,470
Total interest from all sources2014-12-31$1,003
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$420,039
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$420,039
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$1,026,697
Participant contributions at end of year2014-12-31$60,846
Participant contributions at beginning of year2014-12-31$19,263
Participant contributions at end of year2014-12-31$251
Participant contributions at beginning of year2014-12-31$254
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$137,769
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$97
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$233
Other income not declared elsewhere2014-12-31$20
Administrative expenses (other) incurred2014-12-31$9,470
Total non interest bearing cash at end of year2014-12-31$36,618
Total non interest bearing cash at beginning of year2014-12-31$20,582
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-133,911
Value of net assets at end of year (total assets less liabilities)2014-12-31$6,356,161
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$6,490,072
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$6,348,319
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$6,451,261
Interest on participant loans2014-12-31$1,003
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$20,966
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$18,506
Employer contributions (assets) at beginning of year2014-12-31$5
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,659,471
Liabilities. Value of benefit claims payable at end of year2014-12-31$89,970
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$1,526
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31CLARK, SCHAEFER, HACKETT & CO.
Accountancy firm EIN2014-12-31310800053
2013 : STERLING MEDICAL 401K PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$1,526
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$28,257
Total income from all sources (including contributions)2013-12-31$2,056,121
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$1,177,594
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,164,900
Value of total corrective distributions2013-12-31$4,272
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,032,039
Value of total assets at end of year2013-12-31$6,491,598
Value of total assets at beginning of year2013-12-31$5,639,802
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$8,422
Total interest from all sources2013-12-31$1,052
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$298,058
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$298,058
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$966,476
Participant contributions at end of year2013-12-31$19,263
Participant contributions at beginning of year2013-12-31$17,071
Participant contributions at end of year2013-12-31$254
Participant contributions at beginning of year2013-12-31$2,705
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$47,594
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$233
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$449
Administrative expenses (other) incurred2013-12-31$8,422
Total non interest bearing cash at end of year2013-12-31$20,582
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$878,527
Value of net assets at end of year (total assets less liabilities)2013-12-31$6,490,072
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$5,611,545
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$6,451,261
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$5,619,516
Interest on participant loans2013-12-31$1,052
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$724,972
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31Yes
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$17,969
Employer contributions (assets) at end of year2013-12-31$5
Employer contributions (assets) at beginning of year2013-12-31$61
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,164,900
Liabilities. Value of benefit claims payable at end of year2013-12-31$1,526
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$28,257
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31CLARK, SCHAEFER, HACKETT & CO.
Accountancy firm EIN2013-12-31310800053
2012 : STERLING MEDICAL 401K PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$28,257
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$7,580
Total income from all sources (including contributions)2012-12-31$1,689,694
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$1,071,388
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,037,339
Value of total corrective distributions2012-12-31$28,257
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,064,740
Value of total assets at end of year2012-12-31$5,639,802
Value of total assets at beginning of year2012-12-31$5,000,819
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$5,792
Total interest from all sources2012-12-31$489
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$234,054
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$234,054
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$1,034,281
Participant contributions at end of year2012-12-31$17,071
Participant contributions at beginning of year2012-12-31$7,984
Participant contributions at end of year2012-12-31$2,705
Participant contributions at beginning of year2012-12-31$20,421
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$9,757
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$449
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$865
Administrative expenses (other) incurred2012-12-31$5,792
Total non interest bearing cash at beginning of year2012-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$618,306
Value of net assets at end of year (total assets less liabilities)2012-12-31$5,611,545
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$4,993,239
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$5,619,516
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$4,971,141
Income. Interest from loans (other than to participants)2012-12-31$489
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$390,411
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31Yes
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$20,702
Employer contributions (assets) at end of year2012-12-31$61
Employer contributions (assets) at beginning of year2012-12-31$408
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,037,339
Liabilities. Value of benefit claims payable at end of year2012-12-31$28,257
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$7,580
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31CLARK, SCHAEFER, HACKETT & CO.
Accountancy firm EIN2012-12-31310800053
2011 : STERLING MEDICAL 401K PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$7,580
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$63,330
Total income from all sources (including contributions)2011-12-31$1,047,871
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$887,156
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$876,786
Value of total corrective distributions2011-12-31$7,580
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,101,434
Value of total assets at end of year2011-12-31$5,000,819
Value of total assets at beginning of year2011-12-31$4,895,854
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$2,790
Total interest from all sources2011-12-31$171
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$138,999
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$138,999
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$1,067,792
Participant contributions at end of year2011-12-31$7,984
Participant contributions at beginning of year2011-12-31$3,394
Participant contributions at end of year2011-12-31$20,421
Participant contributions at beginning of year2011-12-31$37,769
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$12,725
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$865
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$310
Other income not declared elsewhere2011-12-31$218
Administrative expenses (other) incurred2011-12-31$2,790
Total non interest bearing cash at end of year2011-12-31$0
Total non interest bearing cash at beginning of year2011-12-31$6,394
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$160,715
Value of net assets at end of year (total assets less liabilities)2011-12-31$4,993,239
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$4,832,524
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$4,971,141
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$4,847,232
Interest on participant loans2011-12-31$171
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-192,951
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31Yes
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$20,917
Employer contributions (assets) at end of year2011-12-31$408
Employer contributions (assets) at beginning of year2011-12-31$755
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$876,786
Liabilities. Value of benefit claims payable at end of year2011-12-31$7,580
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$63,330
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31CLARK, SCHAEFER, HACKETT & CO.
Accountancy firm EIN2011-12-31310800053
2010 : STERLING MEDICAL 401K PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$63,330
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$48,774
Total income from all sources (including contributions)2010-12-31$1,720,798
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$1,006,549
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$939,845
Value of total corrective distributions2010-12-31$63,330
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,283,533
Value of total assets at end of year2010-12-31$4,895,854
Value of total assets at beginning of year2010-12-31$4,167,049
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$3,374
Total interest from all sources2010-12-31$236
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$143,396
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$143,396
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$1,165,297
Participant contributions at end of year2010-12-31$3,394
Participant contributions at beginning of year2010-12-31$4,770
Participant contributions at end of year2010-12-31$37,769
Participant contributions at beginning of year2010-12-31$90,535
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$96,423
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$310
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$234
Administrative expenses (other) incurred2010-12-31$3,374
Total non interest bearing cash at end of year2010-12-31$6,394
Total non interest bearing cash at beginning of year2010-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$714,249
Value of net assets at end of year (total assets less liabilities)2010-12-31$4,832,524
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$4,118,275
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$4,847,232
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$4,069,699
Interest on participant loans2010-12-31$236
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$293,633
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31Yes
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$21,813
Employer contributions (assets) at end of year2010-12-31$755
Employer contributions (assets) at beginning of year2010-12-31$1,811
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$939,845
Liabilities. Value of benefit claims payable at end of year2010-12-31$63,330
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$48,774
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31CLARK, SCHAEFFER, HACKETT & CO.
Accountancy firm EIN2010-12-31310800053
2009 : STERLING MEDICAL 401K PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for STERLING MEDICAL 401K PLAN

2022: STERLING MEDICAL 401K PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: STERLING MEDICAL 401K PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: STERLING MEDICAL 401K PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: STERLING MEDICAL 401K PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedYes
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: STERLING MEDICAL 401K PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: STERLING MEDICAL 401K PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: STERLING MEDICAL 401K PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: STERLING MEDICAL 401K PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: STERLING MEDICAL 401K PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: STERLING MEDICAL 401K PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: STERLING MEDICAL 401K PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: STERLING MEDICAL 401K PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: STERLING MEDICAL 401K PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: STERLING MEDICAL 401K PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number513053
Policy instance 1
Insurance contract or identification number513053
Number of Individuals Covered0
Insurance policy start date2021-01-01
Insurance policy end date2021-01-01
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number513053
Policy instance 1
Insurance contract or identification number513053
Number of Individuals Covered459
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number513053
Policy instance 1
Insurance contract or identification number513053
Number of Individuals Covered472
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number808040/513053
Policy instance 1
Insurance contract or identification number808040/513053
Number of Individuals Covered521
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $9,293
Total amount of fees paid to insurance companyUSD $251
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $9,293
Insurance broker organization code?3
Amount paid for insurance broker fees251
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number808040-0000
Policy instance 1
Insurance contract or identification number808040-0000
Number of Individuals Covered1500
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $19,666
Total amount of fees paid to insurance companyUSD $5,121
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $15,296
Amount paid for insurance broker fees0
Insurance broker organization code?3
Additional information about fees paid to insurance broker0
Insurance broker nameHUNTINGTON NATIONAL BANK

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