The Sherman Engineering Company — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, The Sherman Engineering Company (EIN 23-1080070) is a plan sponsor located in Huntingdon Valley, PA with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
23-1080070
Location
Huntingdon Valley, PA
Loaded plans
1
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$7,612,246
Total reported liabilities (EOY)
$355,457
Total reported net assets (EOY)
$7,256,789

Contributions & income

Employer contributions
$724,279
Total income / additions
$1,366,205

Expenses & distributions

Benefits paid / distributions
$716,254
Total expenses
$740,270
Net increase / (decrease)
$625,935

Coverage

Total reported participants
45
Plans with financial statements
1
Plans with provider compensation
0

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

The Sherman Engineering Company plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
The Sherman Engineering Company Employee Stock Ownership Plan00345$7,612,2462023

Search all 1 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for The Sherman Engineering Company
YearPlanParticipantsSchedulesFiling
2023The Sherman Engineering Company Employee Stock Ownership Plan45I20240702082605NAL0010207474001

Related Form 5500 pages