Sherriff-Goslin Company Profit Sharing Plan — Form 5500 plan (Sherriff-Goslin Company)

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, Sherriff-Goslin Company Profit Sharing Plan is a benefit plan reported by Sherriff-Goslin Company under EIN 38-1028265 and plan number 001. The latest loaded filing year is 2023. The filing reports 223 participants and $9,137,233 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Sherriff-Goslin Company
EIN
38-1028265
Plan number
001
Plan type
2
Location
Battle Creek, MI
Latest filing year
2023
Participants
223
End-of-year plan assets
$9,137,233

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023223H, C20240806143038NAL0002372225001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$9,137,233
Total liabilities (EOY)
$1,713
Net assets (EOY)
$9,135,520
Net assets (BOY)
$7,705,379

Income & contributions

Employer contributions
$99,309
Participant contributions
$761,477
Total contributions
$928,356
Total income / additions
$2,110,018

Expenses & distributions

Benefits paid
$589,319
Administrative expenses
$88,845
Total expenses
$679,877
Net increase / (decrease)
$1,430,141

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Rpa Financial LLCINVESTMENT ADVISORY$20,150not reported in the loaded dataset2023
Plante & Moran, PllcAUDIT$17,750not reported in the loaded dataset2023
Transamerica Retirement SolutionsRECORDKEEPER$17,406$02023
M2b Retirement Consulting, LLCTPA$4,874$02023

Related Form 5500 pages