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 Management Co., Inc. & Associated 401(K) Profit Sharing Plan is a benefit plan reported by Sherwood Management Co., Inc. under EIN 95-1948904 and plan number 001. The latest loaded filing year is 2023. The filing reports 715 participants and $22,089,496 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $22,089,496
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $22,089,496
- Net assets (BOY)
- $19,628,089
Income & contributions
- Employer contributions
- $506,921
- Participant contributions
- $1,122,028
- Total contributions
- $1,710,395
- Total income / additions
- $4,539,578
Expenses & distributions
- Benefits paid
- $1,992,262
- Administrative expenses
- $75,839
- Total expenses
- $2,078,171
- Net increase / (decrease)
- $2,461,407