2023 Form 5500 filing — Sheridan Ross P.C. 401(K) Plan B
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 20241014121658NAL0044450272001) for Sheridan Ross P.C. 401(K) Plan B, reported by Sheridan Ross P.C. under EIN 84-1103115 and plan number 004. It reports 58 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014121658NAL0044450272001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Sheridan Ross P.C.
- EIN
- 84-1103115
- Plan number
- 004
- Location
- Denver, CO
- Participants
- 58
- Schedules available
- Schedule I, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,962,665
- Net assets (EOY)
- $7,962,665
- Employer contributions
- $195,539
- Participant contributions
- $535,144
- Total income / additions
- $1,980,615
- Benefits paid
- $176,261
- Total expenses
- $182,393
- Net increase / (decrease)
- $1,798,222
- Schedule source
- Schedule I
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fid Inv Inst Ops | RECORDKEEPER | $6,131 | $0 |