2023 Form 5500 filing — Sherwood Construction Co. Inc. Savings And 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 20241014092733NAL0013059491001) for Sherwood Construction Co. Inc. Savings And Profit Sharing Plan, reported by Sherwood Construction Co., Inc. under EIN 73-1133882 and plan number 001. It reports 1,405 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)$60.9MReported net assets$60,886,637
Participants1.4K1,405
Provider compensationNone reported2 Schedule C row(s)
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241014092733NAL0013059491001
Plan sponsor
Sherwood Construction Co., Inc.
EIN
73-1133882
Plan number
001
Location
Wichita, KS
Received date
not reported in the loaded dataset
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)$60.9M total assets
Net assets$60.9MLiabilities$0
Money in vs. money out
Total income / additions$18M
Total expenses$5.6M
Benefits paid / distributions$5.6M
Contributions
Employer$3.2M
Participant$4.8M
Full reported line items
Total assets (EOY)
$60,886,637
Total liabilities (EOY)
$0
Net assets (EOY)
$60,886,637
Employer contributions
$3,186,484
Participant contributions
$4,824,017
Total income / additions
$18,048,490
Benefits paid
$5,599,189
Administrative expenses
-$40,183
Total expenses
$5,562,459
Net increase / (decrease)
$12,486,031

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Strategic Advisors, Inc.ADVISOR$16,724not reported in the loaded dataset
Fidelity Investments InstitutionalRECORDKEEPER-$56,907$0

Related Form 5500 pages