2023 Form 5500 filing — Sherman Group Retirement 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 20241004072156NAL0005479635001) for Sherman Group Retirement Plan, reported by Edgewood Manor Of Wellston under EIN 82-2279548 and plan number 001. It reports 758 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241004072156NAL0005479635001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Edgewood Manor Of Wellston
- EIN
- 82-2279548
- Plan number
- 001
- Location
- Wellston, OH
- Participants
- 758
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,295,799
- Net assets (EOY)
- $1,295,799
- Employer contributions
- $6,039
- Participant contributions
- $442,956
- Total income / additions
- $658,085
- Benefits paid
- $323,508
- Administrative expenses
- $95,534
- Total expenses
- $421,664
- Net increase / (decrease)
- $236,421
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| The Pension Service Inc. | TPA | $50,342 | not reported in the loaded dataset |
| Tps Group 3(16) Services, LLC | FIDUCIARY | $17,801 | not reported in the loaded dataset |
| North American Ktrade Alliance, LLC | RECORDKEEPER | $15,430 | not reported in the loaded dataset |
| Efpr Group Cpas Pllc | AUDITOR | $7,200 | not reported in the loaded dataset |