2023 Form 5500 filing — Gish, Sherwood & Friends, Inc. Employee Savings 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 20241014144042NAL0052712706001) for Gish, Sherwood & Friends, Inc. Employee Savings Plan, reported by Gish, Sherwood & Friends, Inc. under EIN 62-1032086 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
- 20241014144042NAL0052712706001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Gish, Sherwood & Friends, Inc.
- EIN
- 62-1032086
- Plan number
- 001
- Location
- Nashville, TN
- Participants
- 194
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,798,981
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,798,981
- Employer contributions
- $0
- Participant contributions
- $531,880
- Total income / additions
- $2,263,508
- Benefits paid
- $890,505
- Administrative expenses
- $125
- Total expenses
- $890,630
- Net increase / (decrease)
- $1,372,878
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cetera Advisor Networks LLC | BROKER | $0 | not reported in the loaded dataset |
| Fidelity Investments Inst. Ops | RECORDKEEPER | $0 | not reported in the loaded dataset |