Fidelity bond in place
Yes
Filing
Sterling Process Employee Profit Sharing Plan
Sterling Process Engineering & Services Inc. • EIN 31-1068482 • Plan year 2000
Filing Insights
Participants
Down40 → 30
-10 • -25.00%
Assets
Up$531,936 → $616,690
$84,754 • 15.93%
Investment Management Fee
-
Admin expenses - • Total expenses $26,230
Filing Details
Context- Net investment result
- $84,754
- Pension payor EIN
- 31-1278564
Status Flags
Limited-scope audit performed
Not reported
Contributions transmitted on time
Not reported
Participant loans in default
No
Leases in default
No
Reportable party-in-interest issues
Not reported
Loss discovered during year
No
Assets with undetermined value
No
Non-cash contributions
No
Assets held for investment
Not reported
5% transactions reported
Not reported
All plan assets distributed
No
Benefits paid when due
Not reported
Plan blackout period
Not reported
Plan termination resolution adopted
No
Counterparties
Company Timeline
This filing is highlighted inside the broader sponsor history.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 1 | 28 | $1,697,189 | $182,274 | $6,510iApproximate average salary by contribution assumption: employee only about $162,745 at 4% or $108,496 at 6%; with 50% employer match about $108,496 at 4% or $72,331 at 6%; with 100% employer match about $81,372 at 4% or $54,248 at 6%. |
| Sterling Process Employee Profit Sharing Plan | - | 28 | $1,697,189 | $182,274 | $6,510iApproximate average salary by contribution assumption: employee only about $162,745 at 4% or $108,496 at 6%; with 50% employer match about $108,496 at 4% or $72,331 at 6%; with 100% employer match about $81,372 at 4% or $54,248 at 6%. |
| 2023 | 1 | 37 | $1,745,074 | $143,516 | $3,879iApproximate average salary by contribution assumption: employee only about $96,970 at 4% or $64,647 at 6%; with 50% employer match about $64,647 at 4% or $43,098 at 6%; with 100% employer match about $48,485 at 4% or $32,323 at 6%. |
| Sterling Process Employee Profit Sharing Plan | - | 37 | $1,745,074 | $143,516 | $3,879iApproximate average salary by contribution assumption: employee only about $96,970 at 4% or $64,647 at 6%; with 50% employer match about $64,647 at 4% or $43,098 at 6%; with 100% employer match about $48,485 at 4% or $32,323 at 6%. |
| 2022 | 1 | 29 | $1,856,000 | $148,351 | $5,116iApproximate average salary by contribution assumption: employee only about $127,889 at 4% or $85,259 at 6%; with 50% employer match about $85,259 at 4% or $56,839 at 6%; with 100% employer match about $63,944 at 4% or $42,630 at 6%. |
| Sterling Process Employee Profit Sharing Plan | - | 29 | $1,856,000 | $148,351 | $5,116iApproximate average salary by contribution assumption: employee only about $127,889 at 4% or $85,259 at 6%; with 50% employer match about $85,259 at 4% or $56,839 at 6%; with 100% employer match about $63,944 at 4% or $42,630 at 6%. |
| 2021 | 1 | 31 | $2,095,975 | $176,596 | $5,697iApproximate average salary by contribution assumption: employee only about $142,416 at 4% or $94,944 at 6%; with 50% employer match about $94,944 at 4% or $63,296 at 6%; with 100% employer match about $71,208 at 4% or $47,472 at 6%. |
| Sterling Process Employee Profit Sharing Plan | - | 31 | $2,095,975 | $176,596 | $5,697iApproximate average salary by contribution assumption: employee only about $142,416 at 4% or $94,944 at 6%; with 50% employer match about $94,944 at 4% or $63,296 at 6%; with 100% employer match about $71,208 at 4% or $47,472 at 6%. |
| 2020 | 1 | 36 | $1,922,243 | $188,613 | $5,239iApproximate average salary by contribution assumption: employee only about $130,981 at 4% or $87,321 at 6%; with 50% employer match about $87,321 at 4% or $58,214 at 6%; with 100% employer match about $65,491 at 4% or $43,660 at 6%. |
| Sterling Process Employee Profit Sharing Plan | - | 36 | $1,922,243 | $188,613 | $5,239iApproximate average salary by contribution assumption: employee only about $130,981 at 4% or $87,321 at 6%; with 50% employer match about $87,321 at 4% or $58,214 at 6%; with 100% employer match about $65,491 at 4% or $43,660 at 6%. |
| 2019 | 1 | 29 | $1,580,326 | $121,355 | $4,185iApproximate average salary by contribution assumption: employee only about $104,616 at 4% or $69,744 at 6%; with 50% employer match about $69,744 at 4% or $46,496 at 6%; with 100% employer match about $52,308 at 4% or $34,872 at 6%. |
| Sterling Process Employee Profit Sharing Plan | - | 29 | $1,580,326 | $121,355 | $4,185iApproximate average salary by contribution assumption: employee only about $104,616 at 4% or $69,744 at 6%; with 50% employer match about $69,744 at 4% or $46,496 at 6%; with 100% employer match about $52,308 at 4% or $34,872 at 6%. |
| 2018 | 1 | 34 | $1,574,101 | $168,133 | $4,945iApproximate average salary by contribution assumption: employee only about $123,627 at 4% or $82,418 at 6%; with 50% employer match about $82,418 at 4% or $54,945 at 6%; with 100% employer match about $61,814 at 4% or $41,209 at 6%. |
| Sterling Process Employee Profit Sharing Plan | - | 34 | $1,574,101 | $168,133 | $4,945iApproximate average salary by contribution assumption: employee only about $123,627 at 4% or $82,418 at 6%; with 50% employer match about $82,418 at 4% or $54,945 at 6%; with 100% employer match about $61,814 at 4% or $41,209 at 6%. |
| 2017 | 1 | 33 | $1,551,984 | $161,333 | $4,889iApproximate average salary by contribution assumption: employee only about $122,222 at 4% or $81,481 at 6%; with 50% employer match about $81,481 at 4% or $54,321 at 6%; with 100% employer match about $61,111 at 4% or $40,741 at 6%. |
| Sterling Process Employee Profit Sharing Plan | - | 33 | $1,551,984 | $161,333 | $4,889iApproximate average salary by contribution assumption: employee only about $122,222 at 4% or $81,481 at 6%; with 50% employer match about $81,481 at 4% or $54,321 at 6%; with 100% employer match about $61,111 at 4% or $40,741 at 6%. |
| 2016 | 1 | 30 | $1,299,081 | $187,712 | $6,257iApproximate average salary by contribution assumption: employee only about $156,427 at 4% or $104,284 at 6%; with 50% employer match about $104,284 at 4% or $69,523 at 6%; with 100% employer match about $78,213 at 4% or $52,142 at 6%. |
| Sterling Process Employee Profit Sharing Plan | - | 30 | $1,299,081 | $187,712 | $6,257iApproximate average salary by contribution assumption: employee only about $156,427 at 4% or $104,284 at 6%; with 50% employer match about $104,284 at 4% or $69,523 at 6%; with 100% employer match about $78,213 at 4% or $52,142 at 6%. |
| 2015 | 1 | 26 | $1,060,573 | $82,827 | $3,186iApproximate average salary by contribution assumption: employee only about $79,641 at 4% or $53,094 at 6%; with 50% employer match about $53,094 at 4% or $35,396 at 6%; with 100% employer match about $39,821 at 4% or $26,547 at 6%. |
| Sterling Process Employee Profit Sharing Plan | - | 26 | $1,060,573 | $82,827 | $3,186iApproximate average salary by contribution assumption: employee only about $79,641 at 4% or $53,094 at 6%; with 50% employer match about $53,094 at 4% or $35,396 at 6%; with 100% employer match about $39,821 at 4% or $26,547 at 6%. |
| 2014 | 1 | 26 | $1,028,063 | $74,604 | $2,869iApproximate average salary by contribution assumption: employee only about $71,735 at 4% or $47,823 at 6%; with 50% employer match about $47,823 at 4% or $31,882 at 6%; with 100% employer match about $35,867 at 4% or $23,912 at 6%. |
| Sterling Process Employee Profit Sharing Plan | - | 26 | $1,028,063 | $74,604 | $2,869iApproximate average salary by contribution assumption: employee only about $71,735 at 4% or $47,823 at 6%; with 50% employer match about $47,823 at 4% or $31,882 at 6%; with 100% employer match about $35,867 at 4% or $23,912 at 6%. |
| 2013 | 1 | 29 | $989,887 | $69,767 | $2,406iApproximate average salary by contribution assumption: employee only about $60,144 at 4% or $40,096 at 6%; with 50% employer match about $40,096 at 4% or $26,731 at 6%; with 100% employer match about $30,072 at 4% or $20,048 at 6%. |
| Sterling Process Employee Profit Sharing Plan | - | 29 | $989,887 | $69,767 | $2,406iApproximate average salary by contribution assumption: employee only about $60,144 at 4% or $40,096 at 6%; with 50% employer match about $40,096 at 4% or $26,731 at 6%; with 100% employer match about $30,072 at 4% or $20,048 at 6%. |
| 2012 | 1 | 32 | $848,848 | $96,118 | $3,004iApproximate average salary by contribution assumption: employee only about $75,092 at 4% or $50,061 at 6%; with 50% employer match about $50,061 at 4% or $33,374 at 6%; with 100% employer match about $37,546 at 4% or $25,031 at 6%. |
| Sterling Process Employee Profit Sharing Plan | - | 32 | $848,848 | $96,118 | $3,004iApproximate average salary by contribution assumption: employee only about $75,092 at 4% or $50,061 at 6%; with 50% employer match about $50,061 at 4% or $33,374 at 6%; with 100% employer match about $37,546 at 4% or $25,031 at 6%. |
| 2011 | 1 | 29 | $750,551 | $63,907 | $2,204iApproximate average salary by contribution assumption: employee only about $55,092 at 4% or $36,728 at 6%; with 50% employer match about $36,728 at 4% or $24,485 at 6%; with 100% employer match about $27,546 at 4% or $18,364 at 6%. |
| Sterling Process Employee Profit Sharing Plan | - | 29 | $750,551 | $63,907 | $2,204iApproximate average salary by contribution assumption: employee only about $55,092 at 4% or $36,728 at 6%; with 50% employer match about $36,728 at 4% or $24,485 at 6%; with 100% employer match about $27,546 at 4% or $18,364 at 6%. |
| 2010 | 1 | 30 | $699,527 | $47,885 | $1,596iApproximate average salary by contribution assumption: employee only about $39,904 at 4% or $26,603 at 6%; with 50% employer match about $26,603 at 4% or $17,735 at 6%; with 100% employer match about $19,952 at 4% or $13,301 at 6%. |
| Sterling Process Employee Profit Sharing Plan | - | 30 | $699,527 | $47,885 | $1,596iApproximate average salary by contribution assumption: employee only about $39,904 at 4% or $26,603 at 6%; with 50% employer match about $26,603 at 4% or $17,735 at 6%; with 100% employer match about $19,952 at 4% or $13,301 at 6%. |
| 2009 | 1 | 29 | $657,984 | $38,464 | $1,326iApproximate average salary by contribution assumption: employee only about $33,159 at 4% or $22,106 at 6%; with 50% employer match about $22,106 at 4% or $14,737 at 6%; with 100% employer match about $16,579 at 4% or $11,053 at 6%. |
| Sterling Process Employee Profit Sharing Plan | - | 29 | $657,984 | $38,464 | $1,326iApproximate average salary by contribution assumption: employee only about $33,159 at 4% or $22,106 at 6%; with 50% employer match about $22,106 at 4% or $14,737 at 6%; with 100% employer match about $16,579 at 4% or $11,053 at 6%. |
| 2008 | 1 | 29 | $542,078 | $59,400 | $2,048iApproximate average salary by contribution assumption: employee only about $51,207 at 4% or $34,138 at 6%; with 50% employer match about $34,138 at 4% or $22,759 at 6%; with 100% employer match about $25,603 at 4% or $17,069 at 6%. |
| Sterling Process Employee Profit Sharing Plan | - | 29 | $542,078 | $59,400 | $2,048iApproximate average salary by contribution assumption: employee only about $51,207 at 4% or $34,138 at 6%; with 50% employer match about $34,138 at 4% or $22,759 at 6%; with 100% employer match about $25,603 at 4% or $17,069 at 6%. |
| 2007 | 1 | 25 | $655,542 | $55,370 | $2,215iApproximate average salary by contribution assumption: employee only about $55,370 at 4% or $36,913 at 6%; with 50% employer match about $36,913 at 4% or $24,609 at 6%; with 100% employer match about $27,685 at 4% or $18,457 at 6%. |
| Sterling Process Employee Profit Sharing Plan | - | 25 | $655,542 | $55,370 | $2,215iApproximate average salary by contribution assumption: employee only about $55,370 at 4% or $36,913 at 6%; with 50% employer match about $36,913 at 4% or $24,609 at 6%; with 100% employer match about $27,685 at 4% or $18,457 at 6%. |
| 2006 | 1 | 26 | $721,182 | $61,996 | $2,384iApproximate average salary by contribution assumption: employee only about $59,612 at 4% or $39,741 at 6%; with 50% employer match about $39,741 at 4% or $26,494 at 6%; with 100% employer match about $29,806 at 4% or $19,871 at 6%. |
| Sterling Process Employee Profit Sharing Plan | - | 26 | $721,182 | $61,996 | $2,384iApproximate average salary by contribution assumption: employee only about $59,612 at 4% or $39,741 at 6%; with 50% employer match about $39,741 at 4% or $26,494 at 6%; with 100% employer match about $29,806 at 4% or $19,871 at 6%. |
| 2005 | 1 | 33 | $194,227 | $84,954 | $2,574iApproximate average salary by contribution assumption: employee only about $64,359 at 4% or $42,906 at 6%; with 50% employer match about $42,906 at 4% or $28,604 at 6%; with 100% employer match about $32,180 at 4% or $21,453 at 6%. |
| Sterling Process Employee Profit Sharing Plan | - | 33 | $194,227 | $84,954 | $2,574iApproximate average salary by contribution assumption: employee only about $64,359 at 4% or $42,906 at 6%; with 50% employer match about $42,906 at 4% or $28,604 at 6%; with 100% employer match about $32,180 at 4% or $21,453 at 6%. |
| 2004 | 1 | 27 | $103,683 | $86,861 | $3,217iApproximate average salary by contribution assumption: employee only about $80,427 at 4% or $53,618 at 6%; with 50% employer match about $53,618 at 4% or $35,745 at 6%; with 100% employer match about $40,213 at 4% or $26,809 at 6%. |
| Sterling Process Employee Profit Sharing Plan | - | 27 | $103,683 | $86,861 | $3,217iApproximate average salary by contribution assumption: employee only about $80,427 at 4% or $53,618 at 6%; with 50% employer match about $53,618 at 4% or $35,745 at 6%; with 100% employer match about $40,213 at 4% or $26,809 at 6%. |
| 2003 | 1 | 35 | $23,276 | $22,990 | $657iApproximate average salary by contribution assumption: employee only about $16,421 at 4% or $10,948 at 6%; with 50% employer match about $10,948 at 4% or $7,298 at 6%; with 100% employer match about $8,211 at 4% or $5,474 at 6%. |
| Sterling Process Employee Profit Sharing Plan | - | 35 | $23,276 | $22,990 | $657iApproximate average salary by contribution assumption: employee only about $16,421 at 4% or $10,948 at 6%; with 50% employer match about $10,948 at 4% or $7,298 at 6%; with 100% employer match about $8,211 at 4% or $5,474 at 6%. |
| 2002 | 1 | 0 | $0 | $0 | - |
| Sterling Process Employee Profit Sharing Plan | - | 0 | - | - | - |
| 2001 | 1 | 32 | $509,623 | $0 | - |
| Sterling Process Employee Profit Sharing Plan | - | 32 | $509,623 | - | - |
| 2000 | 1 | 30 | $616,690 | $100,000 | $3,333iApproximate average salary by contribution assumption: employee only about $83,333 at 4% or $55,556 at 6%; with 50% employer match about $55,556 at 4% or $37,037 at 6%; with 100% employer match about $41,667 at 4% or $27,778 at 6%. |
| Sterling Process Employee Profit Sharing Plan | Current | 30 | $616,690 | $100,000 | $3,333iApproximate average salary by contribution assumption: employee only about $83,333 at 4% or $55,556 at 6%; with 50% employer match about $55,556 at 4% or $37,037 at 6%; with 100% employer match about $41,667 at 4% or $27,778 at 6%. |
| 1999 | 1 | 31 | $531,936 | $102,154 | $3,295iApproximate average salary by contribution assumption: employee only about $82,382 at 4% or $54,922 at 6%; with 50% employer match about $54,922 at 4% or $36,614 at 6%; with 100% employer match about $41,191 at 4% or $27,461 at 6%. |
| Sterling Process Employee Profit Sharing Plan | - | 31 | $531,936 | $102,154 | $3,295iApproximate average salary by contribution assumption: employee only about $82,382 at 4% or $54,922 at 6%; with 50% employer match about $54,922 at 4% or $36,614 at 6%; with 100% employer match about $41,191 at 4% or $27,461 at 6%. |
Schedule Details
Schedule I
Schedule I Financial Statement
Small plan result
Balance sheet and activity values reported by the filer for this small-plan annual return.
End-of-year assets$616,690$84,754 change
Balance Sheet
Beginning and end of plan year.
Total assets$531,936$616,690Increase +$84,754 (15.93%)
Total liabilities$0$0No change $0
Net assets$531,936$616,690Increase +$84,754 (15.93%)
Contributions
Employer contributions$100,000
Participant contributions$0
Other contributions$0
Income & Expenses
Total income$110,984
Total expenses$26,230
Net income$84,754
Source fields
- Schedule I source fields
- Filing Id
- 84037042004272
- Schedule I EIN
- 31-1068482
- Schedule I Plan Num
- 001
- Schedule I Plan Year Begin Date
- 2000-01-01
- Schedule I Tax Period
- 20001231
- Small plan total assets at beginning of year
- $531,936
- Small plan total liabilities at beginning of year
- $0
- Small plan net assets at beginning of year
- $531,936
- Small plan total assets at end of year
- $616,690
- Small plan total liabilities at end of year
- $0
- Small plan net assets at end of year
- $616,690
- Small plan employer contributions
- $100,000
- Small plan participant contributions
- $0
- Small Oth Contribution Rcvd Amount
- $0
- Small Non Cash Contribution Bs Amount
- $0
- Small Other Income Amount
- $10,984
- Small plan total income
- $110,984
- Small plan total benefit distributions
- $26,230
- Small Corrective Distribution Amount
- $0
- Small Dm Dstrb Ptcp Ln A
- 0
- Small Oth Expenses Amount
- $0
- Small plan total expenses
- $26,230
- Small plan net income or loss
- $84,754
- Small Total Plan Transfers Amount
- $0
- Small Joint Venture End of year Indicator
- No
- Small Joint Venture End of year Amount
- $0
- Small Employer Prop End of year Indicator
- No
- Small Employer Prop End of year Amount
- $0
- Small Investment Real Est End of year I
- 2
- Small Investment Real Est End of year A
- 0
- Small Employer Sec End of year Indicator
- No
- Small Employer Sec End of year Amount
- $0
- Small Mortg Participants End of year Indicator
- No
- Small Mortg Participants End of year Amount
- $0
- Small Oth Lns Participants End of year Indicator
- No
- Small Oth Lns Participants End of year Amount
- $0
- Small Personal Prop End of year Indicator
- No
- Small Personal Prop End of year Amount
- $0
- Small Fail Xmt Ctb I
- 2
- Small Fail Xmt Ctb A
- 0
- Small plan participant loans in default
- No
- Small Loans In Default Amount
- $0
- Small plan leases in default
- No
- Small Leases In Default Amount
- $0
- Small Pt In Interest Not Reported I
- 2
- Small Pt In Interest Not Reported A
- 0
- Small plan fidelity bond in place
- Yes
- Small plan fidelity bond amount
- $50,000
- Small plan loss discovered during year
- No
- Small Loss Discovered Dur Year Amount
- $0
- Small plan assets with undetermined value
- No
- Small Asset Undeterm Valuation Amount
- $0
- Small plan non-cash contributions reported
- No
- Small Non Cash Contribution Amount
- $0
- Small 20 Percent Sngl Investment Indicator
- No
- Small 20 Percent Sngl Investment Amount
- $0
- Small plan all plan assets distributed
- No
- Small plan resolution to terminate plan adopted
- No
- Small Res Terminate Plan Adpt Amount
- $0
Schedule R
Schedule R Pension Information
Retirement plan characteristics
Testing, payor, opinion-letter, and transfer information reported with the filing.
Pension & Payor
Payor EIN31-1278564
Transfers
Distributed property value$0
Schedule R source fields
- Payor 31-1278564
- Filing Id
- 84037042004272
- Schedule R EIN
- 31-1068482
- Schedule R Plan number
- 001
- Schedule R Plan Year Begin Date
- 2000-01-01
- Schedule R Tax Period
- 20001231
- Pension Value Dstrb Pd Property Amount
- $0
- Pension payor EIN
- 31-1278564
- Pension Employer Contribution Rqr Amount
- $0
- Pension Employer Contribution Paid Amount
- $0
- Pension Funding Deficiency Amount
- $0