Sherpa 6, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Sherpa 6, 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, Sherpa 6, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Sherpa 6, Inc. under EIN 82-3480001 and plan number 001. The latest loaded filing year is 2023. The filing reports 179 participants and $9,672,105 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Sherpa 6, Inc.
EIN
82-3480001
Plan number
001
Plan type
2
Location
Littleton, CO
Latest filing year
2023
Participants
179
End-of-year plan assets
$9,672,105

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023179H, C20241015113039NAL0014492643001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$9,672,105
Total liabilities (EOY)
$0
Net assets (EOY)
$9,672,105
Net assets (BOY)
$6,001,225

Income & contributions

Employer contributions
$788,111
Participant contributions
$1,283,690
Total contributions
$2,549,738
Total income / additions
$4,005,500

Expenses & distributions

Benefits paid
$237,072
Administrative expenses
$59,072
Total expenses
$334,620
Net increase / (decrease)
$3,670,880

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Merrill LynchREGISTERED INVEST ADVI$0$58,3372023

Related Form 5500 pages