Plan5500

Sherin And Lodgen Llp — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Sherin And Lodgen Llp (EIN 04-2023901) is a plan sponsor located in Boston, MA with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
04-2023901
Location
Boston, MA
Loaded plans
2
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Sherin And Lodgen Llp

  • 2 loaded plans hold $39.1M in reported assets.
  • The largest, Sherin And Lodgen Retirement Plan, holds 55% of this company's reported plan assets.
  • Plans cover 183 reported participants.
  • 2 of 2 plans report full financial statements.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$39.1MSummed across loaded plans$39,121,608
Total reported assets$39.1M$39,121,608
Total reported participants183
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$39.1M total assets
Net assets$39.1MLiabilities$0
Contributions & income
Employer contributions$986.2K
Participant contributions$927K
Total income / additions$8.2M
Expenses & distributions
Benefits paid / distributions$3.6M
Total expenses$3.7M
Net increase / (decrease)$4.5M

Data coverage

Plans with financial statements2 / 2 (100%)
Plans with provider compensation0 / 2 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets55%Sherin And Lodgen Retirement Plan
Participants per plan92Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Sherin And Lodgen Retirement Plan$21.4M
    Plan #001 · 77 participants · 2023
  2. 2
    Sherin And Lodgen Tax Deferred Savings Plan And Trust$17.7M
    Plan #002 · 106 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Sherin And Lodgen Llp. Open one for its full reported snapshot.

  1. 2023
    Sherin And Lodgen Retirement Plan77 participants · 2Sch I
    View filing →
  2. 2023
    Sherin And Lodgen Tax Deferred Savings Plan And Trust106 participants · 2Sch I
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Sherin And Lodgen Llp report on Form 5500?
Sherin And Lodgen Llp (EIN 04-2023901) reports 2 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Sherin And Lodgen Llp?
The Employer Identification Number (EIN) reported for Sherin And Lodgen Llp is 04-2023901.
What is the latest Form 5500 filing year for Sherin And Lodgen Llp?
The latest loaded Form 5500 filing year for Sherin And Lodgen Llp is 2023.

Related Form 5500 pages