Sherman & Boone Realtors Profit Sharing Plan — Form 5500 plan (Sherman & Boone Realtors)
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 & Boone Realtors Profit Sharing Plan is a benefit plan reported by Sherman & Boone Realtors under EIN 94-2325912 and plan number 002. The latest loaded filing year is 2023. The filing reports 14 participants and $1,669,244 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Sherman & Boone Realtors
- EIN
- 94-2325912
- Plan number
- 002
- Plan type
- 2
- Location
- Capitola, CA
- Latest filing year
- 2023
- Participants
- 14
- End-of-year plan assets
- $1,669,244
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 14 | I | 20250515110545NAL0030551744001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $1,669,244
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,669,244
- Net assets (BOY)
- $1,659,138
Income & contributions
- Employer contributions
- $30,000
- Participant contributions
- $0
- Total income / additions
- $131,518
Expenses & distributions
- Benefits paid
- $75,321
- Administrative expenses
- $4,242
- Total expenses
- $121,412
- Net increase / (decrease)
- $10,106
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.