2023 Form 5500 filing — Sherman & Howard Retirement Plan (1)
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 20241014073644NAL0043780304001) for Sherman & Howard Retirement Plan (1), reported by Sherman & Howard L.L.C. under EIN 84-0420314 and plan number 001. It reports 194 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014073644NAL0043780304001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Sherman & Howard L.L.C.
- EIN
- 84-0420314
- Plan number
- 001
- Location
- Denver, CO
- Participants
- 194
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $89,523,935
- Total liabilities (EOY)
- $190
- Net assets (EOY)
- $89,523,745
- Employer contributions
- $1,850,870
- Participant contributions
- $1,081,248
- Total income / additions
- $16,183,612
- Benefits paid
- $11,869,351
- Administrative expenses
- $36,002
- Total expenses
- $11,905,353
- Net increase / (decrease)
- $4,278,259
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Milliman, Inc. | NONE | $23,921 | not reported in the loaded dataset |
| Charles Schwab Trust Bank | NONE | $6,164 | not reported in the loaded dataset |
| Private Capital Management LLC | NONE | $5,599 | not reported in the loaded dataset |
| Stonebridge Capital Advisors | NONE | $4,970 | not reported in the loaded dataset |
| Envestnet Asset Management Inc | NONE | $4,841 | not reported in the loaded dataset |
| Peak Asset Management LLC | NONE | $4,565 | not reported in the loaded dataset |
| United Capital Financial Advisors | NONE | $3,791 | not reported in the loaded dataset |
| Klcm Advisors Inc | NONE | $2,086 | not reported in the loaded dataset |
| Capfinancial Partners LLC | NONE | $1,783 | not reported in the loaded dataset |
| J V Bruni And Company | NONE | $1,633 | not reported in the loaded dataset |
| Oarsman Capital Inc | NONE | $1,506 | not reported in the loaded dataset |
| Apollon Wealth Management LLC | NONE | $956 | not reported in the loaded dataset |
| Charles Schwab & Co, Inc. | NONE | $751 | not reported in the loaded dataset |
| Morningstar Investment Service | NONE | $293 | not reported in the loaded dataset |
| Morningstar Investment Service | NONE | $272 | not reported in the loaded dataset |