Plan5500

Shermco Industries, Inc. 401(K) Plan — Form 5500 plan (Shermco Industries, 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, Shermco Industries, Inc. 401(K) Plan is a benefit plan reported by Shermco Industries, Inc. under EIN 75-1441394 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,081 participants and $69,591,506 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Shermco Industries, Inc.
EIN
75-1441394
Plan number
001
Plan type
2
Location
Irving, TX
Latest filing year
2023
Participants
1,081
End-of-year plan assets
$69,591,506

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,081H, C20241015165928NAL0016925363001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$69,591,506
Net assets (EOY)
$69,591,506
Net assets (BOY)
$54,165,158

Income & contributions

Employer contributions
$2,465,534
Participant contributions
$7,288,095
Total contributions
$10,841,586
Total income / additions
$20,662,028

Expenses & distributions

Benefits paid
$5,012,338
Administrative expenses
$185,904
Total expenses
$5,235,680
Net increase / (decrease)
$15,426,348

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Creative Planning Holdco, LLCNONE$96,007not reported in the loaded dataset2023
Schwab Retirement Plan Services,IncNONE$89,897not reported in the loaded dataset2023

Related Form 5500 pages