Sheridan Ross P.C. 401(K) Profit Sharing Plan — Form 5500 plan (Sheridan Ross P.C.)

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, Sheridan Ross P.C. 401(K) Profit Sharing Plan is a benefit plan reported by Sheridan Ross P.C. under EIN 84-1103115 and plan number 002. The latest loaded filing year is 2023. The filing reports 63 participants and $24,369,078 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Sheridan Ross P.C.
EIN
84-1103115
Plan number
002
Plan type
2
Location
Denver, CO
Latest filing year
2023
Participants
63
End-of-year plan assets
$24,369,078

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202363I, C20241014121728NAL0026125841001

Reported financial statement (2023 · Schedule I)

Net assets

Total assets (EOY)
$24,369,078
Net assets (EOY)
$24,369,078
Net assets (BOY)
$24,486,763

Income & contributions

Employer contributions
$683,843
Participant contributions
$683,789
Total income / additions
$6,726,064

Expenses & distributions

Benefits paid
$6,828,022
Total expenses
$6,843,749
Net increase / (decrease)
-$117,685

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Hinds FinancialINVESTMENT ADVISOR$11,402not reported in the loaded dataset2023
Fid Inv Inst OpsRECORDKEEPER$4,461$02023

Related Form 5500 pages