2023 Form 5500 filing — Sherman & Ross, Cpa'S Employee Benefit Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240517152335NAL0072497538001) for Sherman & Ross, Cpa'S Employee Benefit Plan, reported by Sherman & Ross, Cpa'S under EIN 22-2708923 and plan number 003. It reports 4 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20240517152335NAL0072497538001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Sherman & Ross, Cpa'S
- EIN
- 22-2708923
- Plan number
- 003
- Location
- Toms River, NJ
- Participants
- 4
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,615,458
- Net assets (EOY)
- $2,615,458
- Employer contributions
- $21,663
- Participant contributions
- $58,337
- Total income / additions
- $292,424
- Benefits paid
- $133,100
- Total expenses
- $133,100
- Net increase / (decrease)
- $159,324
- Schedule source
- Schedule I