Plan5500

Sherman'S Place, Inc. 401(K) Plan — Form 5500 plan (Sherman'S Place, Inc.)

Plain-English plan 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, Sherman'S Place, Inc. 401(K) Plan is a benefit plan reported by Sherman'S Place, Inc. under EIN 37-1036925 and plan number 001. The latest loaded filing year is 2023. The filing reports 141 participants and $5,156,702 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Sherman'S Place, Inc.
EIN
37-1036925
Plan number
001
Plan type
2
Location
Peoria, IL
Latest filing year
2023
Participants
141
End-of-year plan assets
$5,156,702

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023141H, C20240829090804NAL0006339043001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$5,156,702
Total liabilities (EOY)
$0
Net assets (EOY)
$5,156,702
Net assets (BOY)
$4,469,237

Income & contributions

Employer contributions
$183,190
Participant contributions
$324,667
Total contributions
$507,857
Total income / additions
$1,374,861

Expenses & distributions

Benefits paid
$626,011
Administrative expenses
$61,385
Total expenses
$687,396
Net increase / (decrease)
$687,465

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Bam Advisor ServicesNONE$32,014not reported in the loaded dataset2023
Alerus Financial, N.A.NONE$15,121$02023
Sikich LlpNONE$14,250not reported in the loaded dataset2023

Related Form 5500 pages