· 2022–2024 · DOL EFAST2

STERLING TAX & ACCOUNTING INC — STERLING TAX & ACCOUNTING, INC 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024)

Original filing (PDF)20250522144605NAL0002339123001

STERLING TAX & ACCOUNTING INC

Form 5500-SF

FILING_RECEIVED

STERLING TAX & ACCOUNTING, INC 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

9

Accounts w/ balance

8

Plan assets (EOY)

$49K

Net assets (EOY)

$49K

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

45

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for STERLING TAX & ACCOUNTING INC.

Plan sponsor

Name

STERLING TAX & ACCOUNTING INC

EIN

93-3394316

Address

400 STERLING DR · ORCHARD PARK, NY · 141271571

Phone

(716) 800-1003

Industry

All Other Professional Services· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-05-22

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size All Other Professional Services plans

MIDAS HEALTHCARE SOLUTIONS, INC.

MIDAS HEALTHCARE SOLUTIONS, INC. 401(K) PLAN

$49K · 8 participants

IEEFA SOCA BENEFIT PLAN

$49K · 20 participants

GRABLE SERVICES LLC

GRABLE SERVICES LLC 401(K) PROFIT SHARING PLAN & TRUST

$49K · 4 participants

DEO USA 401(K) PLAN

$49K · 2 participants

FISCHER & SON AUTO & TRUCK REP

FISCHER & SON AUTO & TRUCK REP 401(K) PROFIT SHARING PLAN & TRUST

$49K · 7 participants

Researching more plans? Run a look up another company's Form 5500 by company name, EIN, or plan name.