2023 Form 5500 filing — Shermco Industries, Inc. 401(K) 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 20241015165928NAL0016925363001) for Shermco Industries, Inc. 401(K) Plan, reported by Shermco Industries, Inc. under EIN 75-1441394 and plan number 001. It reports 1,081 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015165928NAL0016925363001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Shermco Industries, Inc.
- EIN
- 75-1441394
- Plan number
- 001
- Location
- Irving, TX
- Participants
- 1,081
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $69,591,506
- Net assets (EOY)
- $69,591,506
- Employer contributions
- $2,465,534
- Participant contributions
- $7,288,095
- Total income / additions
- $20,662,028
- Benefits paid
- $5,012,338
- Administrative expenses
- $185,904
- Total expenses
- $5,235,680
- Net increase / (decrease)
- $15,426,348
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Creative Planning Holdco, LLC | NONE | $96,007 | not reported in the loaded dataset |
| Schwab Retirement Plan Services,Inc | NONE | $89,897 | not reported in the loaded dataset |