Plan5500

Sheridan Ross P.C. 401(K) Plan B — 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) Plan B is a benefit plan reported by Sheridan Ross P.C. under EIN 84-1103115 and plan number 004. The latest loaded filing year is 2023. The filing reports 58 participants and $7,962,665 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
004
Plan type
2
Location
Denver, CO
Latest filing year
2023
Participants
58
End-of-year plan assets
$7,962,665

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202358I, C20241014121658NAL0044450272001

Reported financial statement (2023 · Schedule I)

Net assets

Total assets (EOY)
$7,962,665
Net assets (EOY)
$7,962,665
Net assets (BOY)
$6,252,289

Income & contributions

Employer contributions
$195,539
Participant contributions
$535,144
Total income / additions
$1,980,615

Expenses & distributions

Benefits paid
$176,261
Total expenses
$182,393
Net increase / (decrease)
$1,798,222

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fid Inv Inst OpsRECORDKEEPER$6,131$02023

Related Form 5500 pages