2023 Form 5500 filing — Sherwood Management Co., Inc. & Associated 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 20241015131157NAL0014693875001) for Sherwood Management Co., Inc. & Associated 401(K) Profit Sharing Plan, reported by Sherwood Management Co., Inc. under EIN 95-1948904 and plan number 001. It reports 715 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015131157NAL0014693875001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Sherwood Management Co., Inc.
- EIN
- 95-1948904
- Plan number
- 001
- Location
- Culver City, CA
- Participants
- 715
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $22,089,496
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $22,089,496
- Employer contributions
- $506,921
- Participant contributions
- $1,122,028
- Total income / additions
- $4,539,578
- Benefits paid
- $1,992,262
- Administrative expenses
- $75,839
- Total expenses
- $2,078,171
- Net increase / (decrease)
- $2,461,407
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Embree Financial Group | INVESTMENT ADVISOR | $38,338 | not reported in the loaded dataset |
| Capital Group Retirement Plan Svcs. | RECORDKEEPER | $37,501 | $0 |