2023 Form 5500 filing — The Sherman Engineering Company Employee Stock Ownership 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 20240702082605NAL0010207474001) for The Sherman Engineering Company Employee Stock Ownership Plan, reported by The Sherman Engineering Company under EIN 23-1080070 and plan number 003. It reports 45 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20240702082605NAL0010207474001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Sherman Engineering Company
- EIN
- 23-1080070
- Plan number
- 003
- Location
- Huntingdon Valley, PA
- Participants
- 45
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,612,246
- Total liabilities (EOY)
- $355,457
- Net assets (EOY)
- $7,256,789
- Employer contributions
- $724,279
- Total income / additions
- $1,366,205
- Benefits paid
- $716,254
- Total expenses
- $740,270
- Net increase / (decrease)
- $625,935
- Schedule source
- Schedule I