Sherman Group Retirement Plan — Form 5500 plan (Edgewood Manor Of Wellston)
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 Group Retirement Plan is a benefit plan reported by Edgewood Manor Of Wellston under EIN 82-2279548 and plan number 001. The latest loaded filing year is 2023. The filing reports 758 participants and $1,295,799 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Edgewood Manor Of Wellston
- EIN
- 82-2279548
- Plan number
- 001
- Plan type
- 3
- Location
- Wellston, OH
- Latest filing year
- 2023
- Participants
- 758
- End-of-year plan assets
- $1,295,799
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 758 | H, C | 20241004072156NAL0005479635001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,295,799
- Net assets (EOY)
- $1,295,799
- Net assets (BOY)
- $1,059,378
Income & contributions
- Employer contributions
- $6,039
- Participant contributions
- $442,956
- Total contributions
- $448,995
- Total income / additions
- $658,085
Expenses & distributions
- Benefits paid
- $323,508
- Administrative expenses
- $95,534
- Total expenses
- $421,664
- Net increase / (decrease)
- $236,421
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| The Pension Service Inc. | TPA | $50,342 | not reported in the loaded dataset | 2023 |
| Tps Group 3(16) Services, LLC | FIDUCIARY | $17,801 | not reported in the loaded dataset | 2023 |
| North American Ktrade Alliance, LLC | RECORDKEEPER | $15,430 | not reported in the loaded dataset | 2023 |
| Efpr Group Cpas Pllc | AUDITOR | $7,200 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Edgewood Manor Of Wellston
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Wellston, OH
- The Pension Service Inc. — Schedule C compensation
- Tps Group 3(16) Services, LLC — Schedule C compensation
- North American Ktrade Alliance, LLC — Schedule C compensation
- Efpr Group Cpas Pllc — Schedule C compensation