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, Gish, Sherwood & Friends, Inc. Employee Savings Plan is a benefit plan reported by Gish, Sherwood & Friends, Inc. under EIN 62-1032086 and plan number 001. The latest loaded filing year is 2023. The filing reports 194 participants and $8,798,981 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,798,981
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,798,981
- Net assets (BOY)
- $7,426,103
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $531,880
- Total contributions
- $575,354
- Total income / additions
- $2,263,508
Expenses & distributions
- Benefits paid
- $890,505
- Administrative expenses
- $125
- Total expenses
- $890,630
- Net increase / (decrease)
- $1,372,878