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STERLING CAPITAL HOLDINGS, LTD BUILDERS EXCHANGE BENEFIT PLAN 401k Plan overview

Plan NameSTERLING CAPITAL HOLDINGS, LTD BUILDERS EXCHANGE BENEFIT PLAN
Plan identification number 501

STERLING CAPITAL HOLDINGS, LTD BUILDERS EXCHANGE BENEFIT PLAN Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)

401k Sponsoring company profile

STERLING CAPITAL HOLDINGS, LTD has sponsored the creation of one or more 401k plans.

Company Name:STERLING CAPITAL HOLDINGS, LTD
Employer identification number (EIN):462182539
NAIC Classification:551112
NAIC Description:Offices of Other Holding Companies

Form 5500 Filing Information

Submission information for form 5500 for 401k plan STERLING CAPITAL HOLDINGS, LTD BUILDERS EXCHANGE BENEFIT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012023-01-01JOHN GRANDETTI2024-07-29
5012022-01-01JOHN GRANDETTI2023-07-27
5012021-01-01LAUREL SCREPTOCK2022-07-28
5012020-01-01LAUREL SCREPTOCK2021-07-21
5012019-01-01LAUREL SCREPTOCK2020-10-14

Financial Data on STERLING CAPITAL HOLDINGS, LTD BUILDERS EXCHANGE BENEFIT PLAN

Measure Date Value
2025 : STERLING CAPITAL HOLDINGS, LTD BUILDERS EXCHANGE BENEFIT PLAN 2025 401k financial data
Total liabilities as of the end of the plan year2025-07-290
Total liabilities as of the beginning of the plan year2025-07-291544
Total expenses incurred by plan in this plan year2025-07-29613
Net assets as of the end of the plan year2025-07-290
Total assets as of the beginning of the plan year2025-07-292117
Value of plan covered by a fidelity bond2025-07-29500000
Participant contributions to plan in this plan year2025-07-290
Other expenses paid from plan in this plan year2025-07-290
Other contributions to plan in this plan year2025-07-290
Other income to plan in this plan year2025-07-2940
Plan net income in this plan year2025-07-29-573
Net assets as of the end of the plan year2025-07-290
Net assets as of the beginning of the plan year2025-07-29573
Employer contributions to plan in this plan year2025-07-290
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-29283
2024 : STERLING CAPITAL HOLDINGS, LTD BUILDERS EXCHANGE BENEFIT PLAN 2024 401k financial data
Total liabilities as of the end of the plan year2024-07-291544
Total liabilities as of the beginning of the plan year2024-07-29245
Total expenses incurred by plan in this plan year2024-07-2910251
Net assets as of the end of the plan year2024-07-292117
Total assets as of the beginning of the plan year2024-07-29622
Value of plan covered by a fidelity bond2024-07-29500000
Participant contributions to plan in this plan year2024-07-290
Other expenses paid from plan in this plan year2024-07-290
Other contributions to plan in this plan year2024-07-290
Other income to plan in this plan year2024-07-2995
Plan net income in this plan year2024-07-29196
Net assets as of the end of the plan year2024-07-29573
Net assets as of the beginning of the plan year2024-07-29377
Employer contributions to plan in this plan year2024-07-2910352
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-29955

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