Gish, Sherwood & Friends, Inc. Employee Stock Ownership Plan — Form 5500 plan (Gish, Sherwood & Friends, 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, Gish, Sherwood & Friends, Inc. Employee Stock Ownership Plan is a benefit plan reported by Gish, Sherwood & Friends, Inc. under EIN 62-1032086 and plan number 002. The latest loaded filing year is 2023. The filing reports 98 participants and $500,000 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Gish, Sherwood & Friends, Inc.
- EIN
- 62-1032086
- Plan number
- 002
- Plan type
- 2
- Location
- Nashville, TN
- Latest filing year
- 2023
Form 5500 filing history
Each loaded annual filing for this plan. Open one for its full reported snapshot.
- 2023Sch IView filing →
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Full reported line items
Net assets
- Total assets (EOY)
- $500,000
- Total liabilities (EOY)
- $18,721,735
- Net assets (EOY)
- -$18,221,735
- Net assets (BOY)
- -$17,176,535
Income & contributions
- Employer contributions
- $783,613
- Total income / additions
- -$666,387
Expenses & distributions
- Benefits paid
- $15,409
- Total expenses
- $378,813
- Net increase / (decrease)
- -$1,045,200
Service provider compensation
Reported direct + indirect compensation per provider, ranked. Bars show relative scale.
No Schedule C service provider compensation is loaded for this plan yet.