2023 Form 5500 filing — Sherriff-Goslin Company Profit Sharing 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 20240806143038NAL0002372225001) for Sherriff-Goslin Company Profit Sharing Plan, reported by Sherriff-Goslin Company under EIN 38-1028265 and plan number 001. It reports 223 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240806143038NAL0002372225001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Sherriff-Goslin Company
- EIN
- 38-1028265
- Plan number
- 001
- Location
- Battle Creek, MI
- Participants
- 223
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,137,233
- Total liabilities (EOY)
- $1,713
- Net assets (EOY)
- $9,135,520
- Employer contributions
- $99,309
- Participant contributions
- $761,477
- Total income / additions
- $2,110,018
- Benefits paid
- $589,319
- Administrative expenses
- $88,845
- Total expenses
- $679,877
- Net increase / (decrease)
- $1,430,141
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Rpa Financial LLC | INVESTMENT ADVISORY | $20,150 | not reported in the loaded dataset |
| Plante & Moran, Pllc | AUDIT | $17,750 | not reported in the loaded dataset |
| Transamerica Retirement Solutions | RECORDKEEPER | $17,406 | $0 |
| M2b Retirement Consulting, LLC | TPA | $4,874 | $0 |