Plain-English plan 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, Sherrill House, Inc. 403(B) Retirement Plan is a benefit plan reported by Sherrill House, Inc under EIN 04-2104321 and plan number 001. The latest loaded filing year is 2023. The filing reports 355 participants and $11,122,645 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,122,645
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,122,645
- Net assets (BOY)
- $9,510,983
Income & contributions
- Employer contributions
- $77,841
- Participant contributions
- $635,822
- Total contributions
- $951,386
- Total income / additions
- $2,570,252
Expenses & distributions
- Benefits paid
- $918,022
- Administrative expenses
- $40,568
- Total expenses
- $958,590
- Net increase / (decrease)
- $1,611,662