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SHERMAN & ROSS, CPA'S EMPLOYEE BENEFIT PLAN 401k Plan overview

Plan NameSHERMAN & ROSS, CPA'S EMPLOYEE BENEFIT PLAN
Plan identification number 003

SHERMAN & ROSS, CPA'S EMPLOYEE BENEFIT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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.
  • Plan covering Self-Employed individuals.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

SHERMAN & ROSS, CPA'S has sponsored the creation of one or more 401k plans.

Company Name:SHERMAN & ROSS, CPA'S
Employer identification number (EIN):222708923
NAIC Classification:541211
NAIC Description:Offices of Certified Public Accountants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SHERMAN & ROSS, CPA'S EMPLOYEE BENEFIT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032022-01-01JEFFREY ROSS2023-01-27 JEFFREY ROSS2023-01-27
0032021-01-01JEFFREY ROSS2022-02-02 JEFFREY ROSS2022-02-02
0032020-01-01JEFFREY ROSS2021-02-17 JEFFREY ROSS2021-02-17
0032019-01-01JEFFREY ROSS2020-01-24 JEFFREY ROSS2020-01-24
0032018-01-01
0032017-01-01
0032016-01-01
0032015-01-01
0032015-01-01
0032014-01-01
0032012-01-01JEFFREY ROSS JEFFREY ROSS2013-01-22
0032011-01-01JEFFREY ROSS JEFFREY ROSS2012-02-14
0032010-01-01JEFFREY ROSS JEFFREY ROSS2011-01-24
0032009-01-01JEFFREY ROSS JEFFREY ROSS2010-08-11

Plan Statistics for SHERMAN & ROSS, CPA'S EMPLOYEE BENEFIT PLAN

401k plan membership statisitcs for SHERMAN & ROSS, CPA'S EMPLOYEE BENEFIT PLAN

Measure Date Value
2022: SHERMAN & ROSS, CPA'S EMPLOYEE BENEFIT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-014
Total number of active participants reported on line 7a of the Form 55002022-01-012
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-012
Total of all active and inactive participants2022-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-014
Number of participants with account balances2022-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: SHERMAN & ROSS, CPA'S EMPLOYEE BENEFIT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-015
Total number of active participants reported on line 7a of the Form 55002021-01-012
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-012
Total of all active and inactive participants2021-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-014
Number of participants with account balances2021-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: SHERMAN & ROSS, CPA'S EMPLOYEE BENEFIT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-015
Total number of active participants reported on line 7a of the Form 55002020-01-012
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-013
Total of all active and inactive participants2020-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-015
Number of participants with account balances2020-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: SHERMAN & ROSS, CPA'S EMPLOYEE BENEFIT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-015
Total number of active participants reported on line 7a of the Form 55002019-01-012
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-013
Total of all active and inactive participants2019-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-015
Number of participants with account balances2019-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: SHERMAN & ROSS, CPA'S EMPLOYEE BENEFIT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-015
Total number of active participants reported on line 7a of the Form 55002018-01-013
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-012
Total of all active and inactive participants2018-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-015
Number of participants with account balances2018-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: SHERMAN & ROSS, CPA'S EMPLOYEE BENEFIT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-015
Total number of active participants reported on line 7a of the Form 55002017-01-013
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-012
Total of all active and inactive participants2017-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-015
Number of participants with account balances2017-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: SHERMAN & ROSS, CPA'S EMPLOYEE BENEFIT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-015
Total number of active participants reported on line 7a of the Form 55002016-01-013
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-012
Total of all active and inactive participants2016-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-015
Number of participants with account balances2016-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: SHERMAN & ROSS, CPA'S EMPLOYEE BENEFIT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-015
Total number of active participants reported on line 7a of the Form 55002015-01-013
Number of retired or separated participants receiving benefits2015-01-012
Total of all active and inactive participants2015-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-015
Number of participants with account balances2015-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: SHERMAN & ROSS, CPA'S EMPLOYEE BENEFIT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-015
Total number of active participants reported on line 7a of the Form 55002014-01-013
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-012
Total of all active and inactive participants2014-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-015
Number of participants with account balances2014-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2012: SHERMAN & ROSS, CPA'S EMPLOYEE BENEFIT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-015
Total number of active participants reported on line 7a of the Form 55002012-01-013
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-012
Total of all active and inactive participants2012-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-015
Number of participants with account balances2012-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: SHERMAN & ROSS, CPA'S EMPLOYEE BENEFIT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-015
Total number of active participants reported on line 7a of the Form 55002011-01-015
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-015
Number of participants with account balances2011-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: SHERMAN & ROSS, CPA'S EMPLOYEE BENEFIT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-015
Total number of active participants reported on line 7a of the Form 55002010-01-015
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-010
Total of all active and inactive participants2010-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-015
Number of participants with account balances2010-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: SHERMAN & ROSS, CPA'S EMPLOYEE BENEFIT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-015
Total number of active participants reported on line 7a of the Form 55002009-01-015
Total of all active and inactive participants2009-01-015
Total participants2009-01-015
Number of participants with account balances2009-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on SHERMAN & ROSS, CPA'S EMPLOYEE BENEFIT PLAN

Measure Date Value
2022 : SHERMAN & ROSS, CPA'S EMPLOYEE BENEFIT PLAN 2022 401k financial data
Total income from all sources2022-12-31$-244,996
Expenses. Total of all expenses incurred2022-12-31$149,606
Benefits paid (including direct rollovers)2022-12-31$149,606
Total plan assets at end of year2022-12-31$2,456,134
Total plan assets at beginning of year2022-12-31$2,850,736
Value of fidelity bond covering the plan2022-12-31$200,000
Total contributions received or receivable from participants2022-12-31$54,000
Expenses. Other expenses not covered elsewhere2022-12-31$0
Contributions received from other sources (not participants or employers)2022-12-31$0
Other income received2022-12-31$-324,996
Net income (gross income less expenses)2022-12-31$-394,602
Net plan assets at end of year (total assets less liabilities)2022-12-31$2,456,134
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$2,850,736
Assets. Value of participant loans2022-12-31$0
Total contributions received or receivable from employer(s)2022-12-31$26,000
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$0
2021 : SHERMAN & ROSS, CPA'S EMPLOYEE BENEFIT PLAN 2021 401k financial data
Total income from all sources2021-12-31$252,326
Expenses. Total of all expenses incurred2021-12-31$203,915
Benefits paid (including direct rollovers)2021-12-31$203,915
Total plan assets at end of year2021-12-31$2,850,736
Total plan assets at beginning of year2021-12-31$2,802,325
Value of fidelity bond covering the plan2021-12-31$200,000
Total contributions received or receivable from participants2021-12-31$52,000
Other income received2021-12-31$157,326
Net income (gross income less expenses)2021-12-31$48,411
Net plan assets at end of year (total assets less liabilities)2021-12-31$2,850,736
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$2,802,325
Assets. Value of participant loans2021-12-31$0
Total contributions received or receivable from employer(s)2021-12-31$43,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
2020 : SHERMAN & ROSS, CPA'S EMPLOYEE BENEFIT PLAN 2020 401k financial data
Total income from all sources2020-12-31$179,337
Expenses. Total of all expenses incurred2020-12-31$81,719
Benefits paid (including direct rollovers)2020-12-31$77,200
Total plan assets at end of year2020-12-31$2,802,325
Total plan assets at beginning of year2020-12-31$2,704,707
Value of fidelity bond covering the plan2020-12-31$200,000
Total contributions received or receivable from participants2020-12-31$52,000
Expenses. Other expenses not covered elsewhere2020-12-31$0
Contributions received from other sources (not participants or employers)2020-12-31$0
Other income received2020-12-31$89,337
Net income (gross income less expenses)2020-12-31$97,618
Net plan assets at end of year (total assets less liabilities)2020-12-31$2,802,325
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$2,704,707
Assets. Value of participant loans2020-12-31$6,290
Total contributions received or receivable from employer(s)2020-12-31$38,000
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$4,519
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
2019 : SHERMAN & ROSS, CPA'S EMPLOYEE BENEFIT PLAN 2019 401k financial data
Total income from all sources2019-12-31$371,464
Expenses. Total of all expenses incurred2019-12-31$136,008
Benefits paid (including direct rollovers)2019-12-31$120,382
Total plan assets at end of year2019-12-31$2,704,707
Total plan assets at beginning of year2019-12-31$2,469,251
Value of fidelity bond covering the plan2019-12-31$200,000
Total contributions received or receivable from participants2019-12-31$48,382
Expenses. Other expenses not covered elsewhere2019-12-31$0
Contributions received from other sources (not participants or employers)2019-12-31$0
Other income received2019-12-31$291,464
Net income (gross income less expenses)2019-12-31$235,456
Net plan assets at end of year (total assets less liabilities)2019-12-31$2,704,707
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$2,469,251
Assets. Value of participant loans2019-12-31$10,393
Total contributions received or receivable from employer(s)2019-12-31$31,618
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$15,626
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
2018 : SHERMAN & ROSS, CPA'S EMPLOYEE BENEFIT PLAN 2018 401k financial data
Total income from all sources2018-12-31$22,780
Expenses. Total of all expenses incurred2018-12-31$123,255
Benefits paid (including direct rollovers)2018-12-31$121,530
Total plan assets at end of year2018-12-31$2,469,251
Total plan assets at beginning of year2018-12-31$2,569,726
Value of fidelity bond covering the plan2018-12-31$200,000
Total contributions received or receivable from participants2018-12-31$44,648
Expenses. Other expenses not covered elsewhere2018-12-31$0
Contributions received from other sources (not participants or employers)2018-12-31$0
Other income received2018-12-31$-51,375
Net income (gross income less expenses)2018-12-31$-100,475
Net plan assets at end of year (total assets less liabilities)2018-12-31$2,469,251
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$2,569,726
Assets. Value of participant loans2018-12-31$14,369
Total contributions received or receivable from employer(s)2018-12-31$29,507
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$1,725
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
2017 : SHERMAN & ROSS, CPA'S EMPLOYEE BENEFIT PLAN 2017 401k financial data
Total income from all sources2017-12-31$236,095
Expenses. Total of all expenses incurred2017-12-31$117,453
Benefits paid (including direct rollovers)2017-12-31$111,185
Total plan assets at end of year2017-12-31$2,569,726
Total plan assets at beginning of year2017-12-31$2,451,084
Value of fidelity bond covering the plan2017-12-31$200,000
Total contributions received or receivable from participants2017-12-31$46,370
Expenses. Other expenses not covered elsewhere2017-12-31$0
Contributions received from other sources (not participants or employers)2017-12-31$0
Other income received2017-12-31$162,312
Net income (gross income less expenses)2017-12-31$118,642
Net plan assets at end of year (total assets less liabilities)2017-12-31$2,569,726
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$2,451,084
Assets. Value of participant loans2017-12-31$18,078
Total contributions received or receivable from employer(s)2017-12-31$27,413
Value of certain deemed distributions of participant loans2017-12-31$6,268
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
2016 : SHERMAN & ROSS, CPA'S EMPLOYEE BENEFIT PLAN 2016 401k financial data
Total income from all sources2016-12-31$221,398
Expenses. Total of all expenses incurred2016-12-31$94,457
Benefits paid (including direct rollovers)2016-12-31$94,427
Total plan assets at end of year2016-12-31$2,451,084
Total plan assets at beginning of year2016-12-31$2,324,143
Value of fidelity bond covering the plan2016-12-31$200,000
Total contributions received or receivable from participants2016-12-31$48,000
Expenses. Other expenses not covered elsewhere2016-12-31$0
Contributions received from other sources (not participants or employers)2016-12-31$0
Other income received2016-12-31$139,781
Net income (gross income less expenses)2016-12-31$126,941
Net plan assets at end of year (total assets less liabilities)2016-12-31$2,451,084
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$2,324,143
Total contributions received or receivable from employer(s)2016-12-31$33,617
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$30
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : SHERMAN & ROSS, CPA'S EMPLOYEE BENEFIT PLAN 2015 401k financial data
Total income from all sources2015-12-31$82,297
Expenses. Total of all expenses incurred2015-12-31$92,944
Benefits paid (including direct rollovers)2015-12-31$92,669
Total plan assets at end of year2015-12-31$2,390,644
Total plan assets at beginning of year2015-12-31$2,401,291
Value of fidelity bond covering the plan2015-12-31$200,000
Total contributions received or receivable from participants2015-12-31$48,000
Expenses. Other expenses not covered elsewhere2015-12-31$275
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$-2,043
Net income (gross income less expenses)2015-12-31$-10,647
Net plan assets at end of year (total assets less liabilities)2015-12-31$2,390,644
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$2,401,291
Total contributions received or receivable from employer(s)2015-12-31$36,340
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : SHERMAN & ROSS, CPA'S EMPLOYEE BENEFIT PLAN 2014 401k financial data
Total income from all sources2014-12-31$237,752
Expenses. Total of all expenses incurred2014-12-31$83,906
Benefits paid (including direct rollovers)2014-12-31$83,674
Total plan assets at end of year2014-12-31$2,401,291
Total plan assets at beginning of year2014-12-31$2,247,445
Value of fidelity bond covering the plan2014-12-31$200,000
Total contributions received or receivable from participants2014-12-31$45,528
Expenses. Other expenses not covered elsewhere2014-12-31$232
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$150,653
Net income (gross income less expenses)2014-12-31$153,846
Net plan assets at end of year (total assets less liabilities)2014-12-31$2,401,291
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$2,247,445
Total contributions received or receivable from employer(s)2014-12-31$41,571
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : SHERMAN & ROSS, CPA'S EMPLOYEE BENEFIT PLAN 2013 401k financial data
Total income from all sources2013-12-31$274,007
Expenses. Total of all expenses incurred2013-12-31$43,427
Benefits paid (including direct rollovers)2013-12-31$43,073
Total plan assets at end of year2013-12-31$2,247,445
Total plan assets at beginning of year2013-12-31$2,016,865
Value of fidelity bond covering the plan2013-12-31$200,000
Total contributions received or receivable from participants2013-12-31$40,713
Expenses. Other expenses not covered elsewhere2013-12-31$354
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$218,068
Net income (gross income less expenses)2013-12-31$230,580
Net plan assets at end of year (total assets less liabilities)2013-12-31$2,247,445
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$2,016,865
Total contributions received or receivable from employer(s)2013-12-31$15,226
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$0
2012 : SHERMAN & ROSS, CPA'S EMPLOYEE BENEFIT PLAN 2012 401k financial data
Total income from all sources2012-12-31$216,317
Expenses. Total of all expenses incurred2012-12-31$38,530
Benefits paid (including direct rollovers)2012-12-31$38,388
Total plan assets at end of year2012-12-31$2,016,865
Total plan assets at beginning of year2012-12-31$1,839,078
Value of fidelity bond covering the plan2012-12-31$200,000
Total contributions received or receivable from participants2012-12-31$63,511
Expenses. Other expenses not covered elsewhere2012-12-31$142
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$143,707
Net income (gross income less expenses)2012-12-31$177,787
Net plan assets at end of year (total assets less liabilities)2012-12-31$2,016,865
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,839,078
Total contributions received or receivable from employer(s)2012-12-31$9,099
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : SHERMAN & ROSS, CPA'S EMPLOYEE BENEFIT PLAN 2011 401k financial data
Total income from all sources2011-12-31$-139,541
Expenses. Total of all expenses incurred2011-12-31$71,164
Benefits paid (including direct rollovers)2011-12-31$70,986
Total plan assets at end of year2011-12-31$1,839,078
Total plan assets at beginning of year2011-12-31$2,049,783
Value of fidelity bond covering the plan2011-12-31$200,000
Total contributions received or receivable from participants2011-12-31$61,000
Expenses. Other expenses not covered elsewhere2011-12-31$178
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$-226,598
Net income (gross income less expenses)2011-12-31$-210,705
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,839,078
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$2,049,783
Total contributions received or receivable from employer(s)2011-12-31$26,057
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : SHERMAN & ROSS, CPA'S EMPLOYEE BENEFIT PLAN 2010 401k financial data
Total income from all sources2010-12-31$289,374
Expenses. Total of all expenses incurred2010-12-31$30,560
Benefits paid (including direct rollovers)2010-12-31$30,560
Total plan assets at end of year2010-12-31$2,049,783
Total plan assets at beginning of year2010-12-31$1,790,969
Value of fidelity bond covering the plan2010-12-31$200,000
Total contributions received or receivable from participants2010-12-31$62,650
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$190,567
Net income (gross income less expenses)2010-12-31$258,814
Net plan assets at end of year (total assets less liabilities)2010-12-31$2,049,783
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$1,790,969
Total contributions received or receivable from employer(s)2010-12-31$36,157
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009 : SHERMAN & ROSS, CPA'S EMPLOYEE BENEFIT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for SHERMAN & ROSS, CPA'S EMPLOYEE BENEFIT PLAN

2022: SHERMAN & ROSS, CPA'S EMPLOYEE BENEFIT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: SHERMAN & ROSS, CPA'S EMPLOYEE BENEFIT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: SHERMAN & ROSS, CPA'S EMPLOYEE BENEFIT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: SHERMAN & ROSS, CPA'S EMPLOYEE BENEFIT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: SHERMAN & ROSS, CPA'S EMPLOYEE BENEFIT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: SHERMAN & ROSS, CPA'S EMPLOYEE BENEFIT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: SHERMAN & ROSS, CPA'S EMPLOYEE BENEFIT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: SHERMAN & ROSS, CPA'S EMPLOYEE BENEFIT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedYes
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: SHERMAN & ROSS, CPA'S EMPLOYEE BENEFIT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2012: SHERMAN & ROSS, CPA'S EMPLOYEE BENEFIT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: SHERMAN & ROSS, CPA'S EMPLOYEE BENEFIT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: SHERMAN & ROSS, CPA'S EMPLOYEE BENEFIT PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: SHERMAN & ROSS, CPA'S EMPLOYEE BENEFIT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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