401k Plan data: SHERMAN & REILLY, INC. 401(K) RETIREMENT PLAN plan

SHERMAN & REILLY, INC. 401(K) RETIREMENT PLAN 401k Plan overview

Plan Name	SHERMAN & REILLY, INC. 401(K) RETIREMENT PLAN
Plan identification number	005

SHERMAN & REILLY, INC. 401(K) RETIREMENT PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

SHERMAN AND REILLY, INC. has sponsored the creation of one or more 401k plans.

Company Name: SHERMAN AND REILLY, INC.

Employer identification number (EIN): 620355760

NAIC Classification: 333610

Additional information about SHERMAN AND REILLY, INC.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations

Incorporation Date: 2021-04-26

Company Identification Number: P21000039836

Legal Registered Office Address: 400 W 33RD STREET

CHATTANOOGA

37410

More information about SHERMAN AND REILLY, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SHERMAN & REILLY, INC. 401(K) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
005 2015-01-01 DAVID AZZOLINA
005 2014-01-01 DAVID AZZOLINA
005 2013-01-01 RANDY WILLIAMS
005 2012-01-01 RANDY WILLIAMS RANDY WILLIAMS 2013-10-08
005 2011-01-01 JULIA FIELDS
005 2010-01-01 JULIA FIELDS
005 2009-01-01 JULIA FIELDS 2010-10-05
005 2009-01-01 JULIA FIELDS
005 2009-01-01 JULIA FIELDS 2010-10-05

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
005	2015-01-01	DAVID AZZOLINA
005	2014-01-01	DAVID AZZOLINA
005	2013-01-01	RANDY WILLIAMS
005	2012-01-01	RANDY WILLIAMS	RANDY WILLIAMS	2013-10-08
005	2011-01-01	JULIA FIELDS
005	2010-01-01	JULIA FIELDS
005	2009-01-01		JULIA FIELDS	2010-10-05
005	2009-01-01	JULIA FIELDS
005	2009-01-01		JULIA FIELDS	2010-10-05

Plan Statistics for SHERMAN & REILLY, INC. 401(K) RETIREMENT PLAN

401k plan membership statisitcs for SHERMAN & REILLY, INC. 401(K) RETIREMENT PLAN

Measure Date Value
2015: SHERMAN & REILLY, INC. 401(K) RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 59
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 0
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 0
Total of all active and inactive participants 2015-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 0
Number of participants with account balances 2015-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: SHERMAN & REILLY, INC. 401(K) RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 46
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 57
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 2
Total of all active and inactive participants 2014-01-01 59
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 59
Number of participants with account balances 2014-01-01 30
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: SHERMAN & REILLY, INC. 401(K) RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 42
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 44
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 2
Total of all active and inactive participants 2013-01-01 46
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 46
Number of participants with account balances 2013-01-01 25
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: SHERMAN & REILLY, INC. 401(K) RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 40
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 38
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 4
Total of all active and inactive participants 2012-01-01 42
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 42
Number of participants with account balances 2012-01-01 31
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: SHERMAN & REILLY, INC. 401(K) RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 37
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 37
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 3
Total of all active and inactive participants 2011-01-01 40
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 40
Number of participants with account balances 2011-01-01 29
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: SHERMAN & REILLY, INC. 401(K) RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 37
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 34
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 3
Total of all active and inactive participants 2010-01-01 37
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 37
Number of participants with account balances 2010-01-01 31
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: SHERMAN & REILLY, INC. 401(K) RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 41
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 35
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 2
Total of all active and inactive participants 2009-01-01 37
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 37
Number of participants with account balances 2009-01-01 32
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2015: SHERMAN & REILLY, INC. 401(K) RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	59
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	0
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	0
Total of all active and inactive participants	2015-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	0
Number of participants with account balances	2015-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: SHERMAN & REILLY, INC. 401(K) RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	46
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	57
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	2
Total of all active and inactive participants	2014-01-01	59
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	59
Number of participants with account balances	2014-01-01	30
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: SHERMAN & REILLY, INC. 401(K) RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	42
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	44
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	2
Total of all active and inactive participants	2013-01-01	46
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	46
Number of participants with account balances	2013-01-01	25
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: SHERMAN & REILLY, INC. 401(K) RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	40
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	38
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	4
Total of all active and inactive participants	2012-01-01	42
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	42
Number of participants with account balances	2012-01-01	31
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: SHERMAN & REILLY, INC. 401(K) RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	37
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	37
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	3
Total of all active and inactive participants	2011-01-01	40
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	40
Number of participants with account balances	2011-01-01	29
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: SHERMAN & REILLY, INC. 401(K) RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	37
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	34
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	3
Total of all active and inactive participants	2010-01-01	37
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	37
Number of participants with account balances	2010-01-01	31
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: SHERMAN & REILLY, INC. 401(K) RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	41
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	35
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	2
Total of all active and inactive participants	2009-01-01	37
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	37
Number of participants with account balances	2009-01-01	32
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on SHERMAN & REILLY, INC. 401(K) RETIREMENT PLAN

Measure	Date	Value
2015 : SHERMAN & REILLY, INC. 401(K) RETIREMENT PLAN 2015 401k financial data
Transfers to/from the plan	2015-05-20	$-1,872,395
Total plan liabilities at end of year	2015-05-20	$0
Total plan liabilities at beginning of year	2015-05-20	$0
Total income from all sources	2015-05-20	$122,048
Expenses. Total of all expenses incurred	2015-05-20	$630,148
Benefits paid (including direct rollovers)	2015-05-20	$629,948
Total plan assets at end of year	2015-05-20	$0
Total plan assets at beginning of year	2015-05-20	$2,380,495
Value of fidelity bond covering the plan	2015-05-20	$400,000
Total contributions received or receivable from participants	2015-05-20	$16,414
Expenses. Other expenses not covered elsewhere	2015-05-20	$0
Contributions received from other sources (not participants or employers)	2015-05-20	$0
Other income received	2015-05-20	$100,119
Noncash contributions received	2015-05-20	$0
Net income (gross income less expenses)	2015-05-20	$-508,100
Net plan assets at end of year (total assets less liabilities)	2015-05-20	$0
Net plan assets at beginning of year (total assets less liabilities)	2015-05-20	$2,380,495
Assets. Value of participant loans	2015-05-20	$0
Total contributions received or receivable from employer(s)	2015-05-20	$5,515
Value of certain deemed distributions of participant loans	2015-05-20	$0
Value of corrective distributions	2015-05-20	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2015-05-20	$200
2014 : SHERMAN & REILLY, INC. 401(K) RETIREMENT PLAN 2014 401k financial data
Transfers to/from the plan	2014-12-31	$0
Total plan liabilities at end of year	2014-12-31	$0
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$440,423
Expenses. Total of all expenses incurred	2014-12-31	$1,995,714
Benefits paid (including direct rollovers)	2014-12-31	$1,995,364
Total plan assets at end of year	2014-12-31	$2,380,495
Total plan assets at beginning of year	2014-12-31	$3,935,786
Value of fidelity bond covering the plan	2014-12-31	$400,000
Total contributions received or receivable from participants	2014-12-31	$178,098
Expenses. Other expenses not covered elsewhere	2014-12-31	$0
Contributions received from other sources (not participants or employers)	2014-12-31	$0
Other income received	2014-12-31	$203,029
Noncash contributions received	2014-12-31	$0
Net income (gross income less expenses)	2014-12-31	$-1,555,291
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$2,380,495
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$3,935,786
Assets. Value of participant loans	2014-12-31	$24,613
Total contributions received or receivable from employer(s)	2014-12-31	$59,296
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$350
2013 : SHERMAN & REILLY, INC. 401(K) RETIREMENT PLAN 2013 401k financial data
Transfers to/from the plan	2013-12-31	$0
Total plan liabilities at end of year	2013-12-31	$0
Total income from all sources	2013-12-31	$870,326
Expenses. Total of all expenses incurred	2013-12-31	$292,832
Benefits paid (including direct rollovers)	2013-12-31	$283,009
Total plan assets at end of year	2013-12-31	$3,935,786
Total plan assets at beginning of year	2013-12-31	$3,358,292
Value of fidelity bond covering the plan	2013-12-31	$400,000
Total contributions received or receivable from participants	2013-12-31	$149,129
Expenses. Other expenses not covered elsewhere	2013-12-31	$0
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$673,721
Noncash contributions received	2013-12-31	$0
Net income (gross income less expenses)	2013-12-31	$577,494
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$3,935,786
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$3,358,292
Assets. Value of participant loans	2013-12-31	$15,750
Total contributions received or receivable from employer(s)	2013-12-31	$47,476
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$9,132
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$691
2012 : SHERMAN & REILLY, INC. 401(K) RETIREMENT PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$611,788
Expenses. Total of all expenses incurred	2012-12-31	$172,244
Benefits paid (including direct rollovers)	2012-12-31	$168,670
Total plan assets at end of year	2012-12-31	$3,358,292
Total plan assets at beginning of year	2012-12-31	$2,918,748
Value of fidelity bond covering the plan	2012-12-31	$400,000
Total contributions received or receivable from participants	2012-12-31	$177,113
Other income received	2012-12-31	$381,864
Net income (gross income less expenses)	2012-12-31	$439,544
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$3,358,292
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$2,918,748
Assets. Value of participant loans	2012-12-31	$28,103
Total contributions received or receivable from employer(s)	2012-12-31	$52,811
Value of corrective distributions	2012-12-31	$3,424
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$150
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : SHERMAN & REILLY, INC. 401(K) RETIREMENT PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$182,801
Expenses. Total of all expenses incurred	2011-12-31	$576,207
Benefits paid (including direct rollovers)	2011-12-31	$522,841
Total plan assets at end of year	2011-12-31	$2,918,748
Total plan assets at beginning of year	2011-12-31	$3,312,154
Value of fidelity bond covering the plan	2011-12-31	$400,000
Total contributions received or receivable from participants	2011-12-31	$177,479
Other income received	2011-12-31	$-47,272
Net income (gross income less expenses)	2011-12-31	$-393,406
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$2,918,748
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$3,312,154
Assets. Value of participant loans	2011-12-31	$33,569
Total contributions received or receivable from employer(s)	2011-12-31	$52,594
Value of certain deemed distributions of participant loans	2011-12-31	$30,228
Value of corrective distributions	2011-12-31	$20,583
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$2,555
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : SHERMAN & REILLY, INC. 401(K) RETIREMENT PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$632,000
Expenses. Total of all expenses incurred	2010-12-31	$200,531
Benefits paid (including direct rollovers)	2010-12-31	$192,567
Total plan assets at end of year	2010-12-31	$3,312,154
Total plan assets at beginning of year	2010-12-31	$2,880,685
Value of fidelity bond covering the plan	2010-12-31	$400,000
Total contributions received or receivable from participants	2010-12-31	$197,819
Other income received	2010-12-31	$376,077
Net income (gross income less expenses)	2010-12-31	$431,469
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$3,312,154
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$2,880,685
Assets. Value of participant loans	2010-12-31	$79,305
Total contributions received or receivable from employer(s)	2010-12-31	$58,104
Value of corrective distributions	2010-12-31	$6,923
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$1,041
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : SHERMAN & REILLY, INC. 401(K) RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for SHERMAN & REILLY, INC. 401(K) RETIREMENT PLAN

2015: SHERMAN & REILLY, INC. 401(K) RETIREMENT PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	Yes
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: SHERMAN & REILLY, INC. 401(K) RETIREMENT PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: SHERMAN & REILLY, INC. 401(K) RETIREMENT PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: SHERMAN & REILLY, INC. 401(K) RETIREMENT PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: SHERMAN & REILLY, INC. 401(K) RETIREMENT PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: SHERMAN & REILLY, INC. 401(K) RETIREMENT PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: SHERMAN & REILLY, INC. 401(K) RETIREMENT PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	SHERMAN AND REILLY, INC.
Employer identification number (EIN):	620355760
NAIC Classification:	333610

Jurisdiction of Incorporation:	Florida Department of State Division of Corporations
Incorporation Date:	2021-04-26
Company Identification Number:	P21000039836
Legal Registered Office Address:	400 W 33RD STREET CHATTANOOGA 37410