2023 Form 5500 filing — Sheerid 401(K) Plan

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241004120621NAL0022638034001) for Sheerid 401(K) Plan, reported by Sheerid under EIN 45-2584917 and plan number 001. It reports 228 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$11.1MReported net assets$11,065,442
Participants228
Provider compensation$6.3K2 Schedule C row(s)$6,339
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241004120621NAL0022638034001
Plan sponsor
Sheerid
EIN
45-2584917
Plan number
001
Location
Portland, OR
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$11.1M total assets
Net assets$11.1MLiabilities$0
Money in vs. money out
Total income / additions$4.9M
Total expenses$1.1M
Benefits paid / distributions$1.1M
Contributions
Employer$943.6K
Participant$1.9M
Full reported line items
Total assets (EOY)
$11,065,442
Total liabilities (EOY)
$0
Net assets (EOY)
$11,065,442
Employer contributions
$943,568
Participant contributions
$1,874,257
Total income / additions
$4,915,194
Benefits paid
$1,074,509
Administrative expenses
$8,004
Total expenses
$1,082,513
Net increase / (decrease)
$3,832,681
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    RIA · Direct $4.6K
  2. 2
    RECORD KEEPER · Direct $1.7K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241004120621NAL0022638034001 cover?
It is the 2023 Form 5500 filing for Sheerid 401(K) Plan, reported by Sheerid (EIN 45-2584917).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages