Sherwood Management Co., Inc. — 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, Sherwood Management Co., Inc. (EIN 95-1948904) is a plan sponsor located in Culver City, CA 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
95-1948904
Location
Culver City, CA
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$22,089,496
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$22,089,496

Contributions & income

Employer contributions
$506,921
Participant contributions
$1,122,028
Total income / additions
$4,539,578

Expenses & distributions

Benefits paid / distributions
$1,992,262
Total expenses
$2,078,171
Net increase / (decrease)
$2,461,407

Coverage

Total reported participants
844
Plans with financial statements
1
Plans with provider compensation
1

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.

Largest loaded plans by reported assets

Sherwood Management Co., Inc. plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Sherwood Management Co., Inc. & Associated 401(K) Profit Sharing Plan001715$22,089,4962023
Sherwood Management Co., Inc. Welfare Benefits Plan501129not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Sherwood Management Co., Inc.
YearPlanParticipantsSchedulesFiling
2023Sherwood Management Co., Inc. & Associated 401(K) Profit Sharing Plan715H, C20241015131157NAL0014693875001
2023Sherwood Management Co., Inc. Welfare Benefits Plan12920250113131050NAL0010174691001

Related Form 5500 pages