2023 Form 5500 filing — Sherwood Design Engineers 401(K) Profit Sharing 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 20241010144821NAL0011624307002) for Sherwood Design Engineers 401(K) Profit Sharing Plan, reported by Sherwood Design Engineers, Ltd under EIN 20-1602119 and plan number 001. It reports 150 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010144821NAL0011624307002
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Sherwood Design Engineers, Ltd
- EIN
- 20-1602119
- Plan number
- 001
- Location
- San Francisco, CA
- Participants
- 150
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,392,680
- Net assets (EOY)
- $6,392,680
- Participant contributions
- $684,701
- Total income / additions
- $1,715,990
- Benefits paid
- $335,991
- Administrative expenses
- $3,178
- Total expenses
- $339,169
- Net increase / (decrease)
- $1,376,821
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Wilshire Associates | INVESTMENT ADVISOR | $3,403 | not reported in the loaded dataset |
| Insperity Retirement Services | RECORDKEEPER | $1,163 | not reported in the loaded dataset |