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Plan Name | STERLING ASSET MANAGEMENT, INC. FLEXIBLE 401(K) PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
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Company Name: | STERLING ASSET MANAGEMENT |
Employer identification number (EIN): | 743073168 |
NAIC Classification: | 523120 |
NAIC Description: | Securities Brokerage |
Additional information about STERLING ASSET MANAGEMENT
Jurisdiction of Incorporation: | Nevada Department of State |
Incorporation Date: | 2003-10-16 |
Company Identification Number: | 20031487712 |
Legal Registered Office Address: |
701 N GREEN VALLEY PKWY #200 HENDERSON United States of America (USA) 89074 |
More information about STERLING ASSET MANAGEMENT
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2018-01-01 | ||||
001 | 2017-01-01 | ||||
001 | 2016-01-01 | ||||
001 | 2015-01-01 | GEORGE C MERHOFF JR. | 2016-07-27 | GEORGE C MERHOFF JR. | 2016-07-27 |
001 | 2014-01-01 | GEORGE C MERHOFF JR. | 2015-07-08 | GEORGE C MERHOFF JR. | 2015-07-08 |
001 | 2013-01-01 | GEORGE C MERHOFF JR. | 2014-06-20 | GEORGE C MERHOFF JR. | 2014-06-20 |
001 | 2012-01-01 | GEORGE C MERHOFF JR. | 2013-07-11 | GEORGE C MERHOFF JR. | 2013-07-11 |
001 | 2011-01-01 | GEORGE C. MERHOFF JR. | 2014-03-28 | GEORGE C. MERHOFF JR. | 2014-03-28 |
001 | 2010-01-01 | GEORGE C MERHOFF JR. | GEORGE C MERHOFF JR. | 2011-07-31 | |
001 | 2009-01-01 | GEORGE C MERHOFF JR. | GEORGE C MERHOFF JR. | 2010-06-30 | |
001 | 2009-01-01 | GEORGE C MERHOFF JR. | GEORGE C MERHOFF JR. | 2010-06-30 |
Measure | Date | Value |
---|---|---|
2010: STERLING ASSET MANAGEMENT, INC. FLEXIBLE 401(K) PLAN 2010 401k membership | ||
Total participants, beginning-of-year | 2010-01-01 | 3 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 3 |
Total of all active and inactive participants | 2010-01-01 | 3 |
Total participants | 2010-01-01 | 3 |
Number of participants with account balances | 2010-01-01 | 3 |
2009: STERLING ASSET MANAGEMENT, INC. FLEXIBLE 401(K) PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 3 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 3 |
Total of all active and inactive participants | 2009-01-01 | 3 |
Total participants | 2009-01-01 | 3 |
Number of participants with account balances | 2009-01-01 | 3 |
Measure | Date | Value |
---|---|---|
2011 : STERLING ASSET MANAGEMENT, INC. FLEXIBLE 401(K) PLAN 2011 401k financial data | ||
Total income from all sources | 2011-12-31 | $15,337 |
Expenses. Total of all expenses incurred | 2011-12-31 | $1,208 |
Benefits paid (including direct rollovers) | 2011-12-31 | $0 |
Total plan assets at end of year | 2011-12-31 | $288,643 |
Total plan assets at beginning of year | 2011-12-31 | $274,514 |
Value of fidelity bond covering the plan | 2011-12-31 | $1,000 |
Total contributions received or receivable from participants | 2011-12-31 | $12,343 |
Other income received | 2011-12-31 | $-7,249 |
Net income (gross income less expenses) | 2011-12-31 | $14,129 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $288,643 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $274,514 |
Assets. Value of participant loans | 2011-12-31 | $129,011 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $10,243 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $1,208 |
2010 : STERLING ASSET MANAGEMENT, INC. FLEXIBLE 401(K) PLAN 2010 401k financial data | ||
Total income from all sources | 2010-12-31 | $89,764 |
Expenses. Total of all expenses incurred | 2010-12-31 | $36,462 |
Benefits paid (including direct rollovers) | 2010-12-31 | $36,000 |
Total plan assets at end of year | 2010-12-31 | $220,714 |
Total plan assets at beginning of year | 2010-12-31 | $167,412 |
Value of fidelity bond covering the plan | 2010-12-31 | $9,700 |
Total contributions received or receivable from participants | 2010-12-31 | $200 |
Other income received | 2010-12-31 | $10,856 |
Net income (gross income less expenses) | 2010-12-31 | $53,302 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $220,714 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $167,412 |
Assets. Value of participant loans | 2010-12-31 | $33,327 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $78,708 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $462 |
2010: STERLING ASSET MANAGEMENT, INC. FLEXIBLE 401(K) PLAN 2010 form 5500 responses | ||
---|---|---|
2010-01-01 | Type of plan entity | Single employer plan |
2010-01-01 | Plan funding arrangement – Trust | Yes |
2010-01-01 | Plan benefit arrangement - Trust | Yes |
2009: STERLING ASSET MANAGEMENT, INC. FLEXIBLE 401(K) PLAN 2009 form 5500 responses | ||
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |