Sherman & Ross, Cpa'S Employee Benefit Plan — Form 5500 plan (Sherman & Ross, Cpa'S)
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, Sherman & Ross, Cpa'S Employee Benefit Plan is a benefit plan reported by Sherman & Ross, Cpa'S under EIN 22-2708923 and plan number 003. The latest loaded filing year is 2023. The filing reports 4 participants and $2,615,458 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Sherman & Ross, Cpa'S
- EIN
- 22-2708923
- Plan number
- 003
- Plan type
- 2
- Location
- Toms River, NJ
- Latest filing year
- 2023
- Participants
- 4
- End-of-year plan assets
- $2,615,458
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4 | I | 20240517152335NAL0072497538001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $2,615,458
- Net assets (EOY)
- $2,615,458
- Net assets (BOY)
- $2,456,134
Income & contributions
- Employer contributions
- $21,663
- Participant contributions
- $58,337
- Total income / additions
- $292,424
Expenses & distributions
- Benefits paid
- $133,100
- Total expenses
- $133,100
- Net increase / (decrease)
- $159,324
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.