Sherwood Chevrolet, Inc./Horlacher & Sherwood Inc. 401(K) Ps Plan — Form 5500 plan (Sherwood Chevrolet Inc.)
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, Sherwood Chevrolet, Inc./Horlacher & Sherwood Inc. 401(K) Ps Plan is a benefit plan reported by Sherwood Chevrolet Inc. under EIN 23-1683156 and plan number 001. The latest loaded filing year is 2023. The filing reports 135 participants and $8,118,838 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Sherwood Chevrolet Inc.
- EIN
- 23-1683156
- Plan number
- 001
- Plan type
- 2
- Location
- Tunkhannock, PA
- Latest filing year
- 2023
- Participants
- 135
- End-of-year plan assets
- $8,118,838
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 135 | H | 20241015145800NAL0014898515001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,118,838
- Total liabilities (EOY)
- $16,337
- Net assets (EOY)
- $8,102,501
- Net assets (BOY)
- $7,749,781
Income & contributions
- Employer contributions
- $210,323
- Participant contributions
- $488,523
- Total contributions
- $698,846
- Total income / additions
- $1,901,069
Expenses & distributions
- Benefits paid
- $1,539,713
- Administrative expenses
- $8,636
- Total expenses
- $1,548,349
- Net increase / (decrease)
- $352,720
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.