401k Plan data: CHRIS R. SHERIDAN & CO. EMPLOYEE STOCK OWNERSHIP PLAN plan

CHRIS R. SHERIDAN & CO. EMPLOYEE STOCK OWNERSHIP PLAN 401k Plan overview

Plan Name	CHRIS R. SHERIDAN & CO. EMPLOYEE STOCK OWNERSHIP PLAN
Plan identification number	002

CHRIS R. SHERIDAN & CO. EMPLOYEE STOCK OWNERSHIP PLAN Benefits

401k Plan Type	Defined Contribution Pension
Plan Features/Benefits	Stock bonus Leveraged ESOP - An ESOP that acquires employer securities with borrowed money or other debt-financing techniques. A completed Schedule E must be attached to a Form 5500 filed for an ESOP. The employer maintaining this ESOP is an S Corporation Plan requiring that all or part of employer contributions be invested and held, at least for a limited period, in employer securities.

401k Sponsoring company profile

CHRIS R. SHERIDAN & CO. has sponsored the creation of one or more 401k plans.

Company Name: CHRIS R. SHERIDAN & CO.

Employer identification number (EIN): 580532971

NAIC Classification: 236200

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CHRIS R. SHERIDAN & CO. EMPLOYEE STOCK OWNERSHIP PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01 SHEA V. SMITH 2023-04-20
002 2021-01-01 SHEA V. SMITH 2022-07-22
002 2020-01-01 SHEA V. SMITH 2021-07-14
002 2019-01-01 SHEA V. SMITH 2020-07-15
002 2018-01-01
002 2017-01-01
002 2016-01-01
002 2015-01-01
002 2014-01-01 RONNY E. WILLIAMS
002 2013-01-01 RONNY WILLIAMS RONNY WILLIAMS 2014-04-24
002 2012-01-01 RONNY WILLIAMS RONNY WILLIAMS 2013-05-28
002 2011-01-01 RONNY WILLIAMS RONNY WILLIAMS 2012-05-16
002 2010-01-01 RONNY WILLIAMS RONNY WILLIAMS 2011-08-03
002 2009-01-01 RONNY WILLIAMS RONNY WILLIAMS 2010-08-23

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2022-01-01	SHEA V. SMITH	2023-04-20
002	2021-01-01	SHEA V. SMITH	2022-07-22
002	2020-01-01	SHEA V. SMITH	2021-07-14
002	2019-01-01	SHEA V. SMITH	2020-07-15
002	2018-01-01
002	2017-01-01
002	2016-01-01
002	2015-01-01
002	2014-01-01	RONNY E. WILLIAMS
002	2013-01-01	RONNY WILLIAMS		RONNY WILLIAMS	2014-04-24
002	2012-01-01	RONNY WILLIAMS		RONNY WILLIAMS	2013-05-28
002	2011-01-01	RONNY WILLIAMS		RONNY WILLIAMS	2012-05-16
002	2010-01-01	RONNY WILLIAMS		RONNY WILLIAMS	2011-08-03
002	2009-01-01	RONNY WILLIAMS		RONNY WILLIAMS	2010-08-23

Plan Statistics for CHRIS R. SHERIDAN & CO. EMPLOYEE STOCK OWNERSHIP PLAN

401k plan membership statisitcs for CHRIS R. SHERIDAN & CO. EMPLOYEE STOCK OWNERSHIP PLAN

Measure Date Value
2022: CHRIS R. SHERIDAN & CO. EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 87
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 48
Number of retired or separated participants receiving benefits 2022-01-01 10
Number of other retired or separated participants entitled to future benefits 2022-01-01 23
Total of all active and inactive participants 2022-01-01 81
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 2
Total participants 2022-01-01 83
Number of participants with account balances 2022-01-01 83
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 5
2021: CHRIS R. SHERIDAN & CO. EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 92
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 54
Number of retired or separated participants receiving benefits 2021-01-01 16
Number of other retired or separated participants entitled to future benefits 2021-01-01 13
Total of all active and inactive participants 2021-01-01 83
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 1
Total participants 2021-01-01 84
Number of participants with account balances 2021-01-01 84
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 4
2020: CHRIS R. SHERIDAN & CO. EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 85
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 52
Number of retired or separated participants receiving benefits 2020-01-01 19
Number of other retired or separated participants entitled to future benefits 2020-01-01 10
Total of all active and inactive participants 2020-01-01 81
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 1
Total participants 2020-01-01 82
Number of participants with account balances 2020-01-01 82
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 1
2019: CHRIS R. SHERIDAN & CO. EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 83
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 48
Number of retired or separated participants receiving benefits 2019-01-01 17
Number of other retired or separated participants entitled to future benefits 2019-01-01 13
Total of all active and inactive participants 2019-01-01 78
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 78
Number of participants with account balances 2019-01-01 78
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 3
2018: CHRIS R. SHERIDAN & CO. EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 81
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 47
Number of retired or separated participants receiving benefits 2018-01-01 21
Number of other retired or separated participants entitled to future benefits 2018-01-01 9
Total of all active and inactive participants 2018-01-01 77
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 77
Number of participants with account balances 2018-01-01 77
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 3
2017: CHRIS R. SHERIDAN & CO. EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 74
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 46
Number of retired or separated participants receiving benefits 2017-01-01 23
Number of other retired or separated participants entitled to future benefits 2017-01-01 7
Total of all active and inactive participants 2017-01-01 76
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 76
Number of participants with account balances 2017-01-01 76
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 2
2016: CHRIS R. SHERIDAN & CO. EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 68
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 44
Number of retired or separated participants receiving benefits 2016-01-01 24
Number of other retired or separated participants entitled to future benefits 2016-01-01 6
Total of all active and inactive participants 2016-01-01 74
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 74
Number of participants with account balances 2016-01-01 74
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 2
2015: CHRIS R. SHERIDAN & CO. EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 67
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 43
Number of retired or separated participants receiving benefits 2015-01-01 17
Number of other retired or separated participants entitled to future benefits 2015-01-01 8
Total of all active and inactive participants 2015-01-01 68
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 68
Number of participants with account balances 2015-01-01 68
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: CHRIS R. SHERIDAN & CO. EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 68
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 44
Number of retired or separated participants receiving benefits 2014-01-01 13
Number of other retired or separated participants entitled to future benefits 2014-01-01 10
Total of all active and inactive participants 2014-01-01 67
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 67
Number of participants with account balances 2014-01-01 67
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 1
2013: CHRIS R. SHERIDAN & CO. EMPLOYEE STOCK OWNERSHIP PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 72
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 45
Number of retired or separated participants receiving benefits 2013-01-01 2
Number of other retired or separated participants entitled to future benefits 2013-01-01 20
Total of all active and inactive participants 2013-01-01 67
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 1
Total participants 2013-01-01 68
Number of participants with account balances 2013-01-01 67
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 1
2012: CHRIS R. SHERIDAN & CO. EMPLOYEE STOCK OWNERSHIP PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 71
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 51
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 20
Total of all active and inactive participants 2012-01-01 71
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 71
Number of participants with account balances 2012-01-01 69
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 1
2011: CHRIS R. SHERIDAN & CO. EMPLOYEE STOCK OWNERSHIP PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 72
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 64
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 6
Total of all active and inactive participants 2011-01-01 70
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 70
Number of participants with account balances 2011-01-01 67
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 1
2010: CHRIS R. SHERIDAN & CO. EMPLOYEE STOCK OWNERSHIP PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 67
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 51
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 14
Total of all active and inactive participants 2010-01-01 65
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 1
Total participants 2010-01-01 66
Number of participants with account balances 2010-01-01 65
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 4
2009: CHRIS R. SHERIDAN & CO. EMPLOYEE STOCK OWNERSHIP PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 67
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 52
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 14
Total of all active and inactive participants 2009-01-01 66
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 1
Total participants 2009-01-01 67
Number of participants with account balances 2009-01-01 66
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 5

Measure	Date	Value
2022: CHRIS R. SHERIDAN & CO. EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	87
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	48
Number of retired or separated participants receiving benefits	2022-01-01	10
Number of other retired or separated participants entitled to future benefits	2022-01-01	23
Total of all active and inactive participants	2022-01-01	81
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	2
Total participants	2022-01-01	83
Number of participants with account balances	2022-01-01	83
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	5
2021: CHRIS R. SHERIDAN & CO. EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	92
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	54
Number of retired or separated participants receiving benefits	2021-01-01	16
Number of other retired or separated participants entitled to future benefits	2021-01-01	13
Total of all active and inactive participants	2021-01-01	83
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	1
Total participants	2021-01-01	84
Number of participants with account balances	2021-01-01	84
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	4
2020: CHRIS R. SHERIDAN & CO. EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	85
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	52
Number of retired or separated participants receiving benefits	2020-01-01	19
Number of other retired or separated participants entitled to future benefits	2020-01-01	10
Total of all active and inactive participants	2020-01-01	81
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	1
Total participants	2020-01-01	82
Number of participants with account balances	2020-01-01	82
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	1
2019: CHRIS R. SHERIDAN & CO. EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	83
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	48
Number of retired or separated participants receiving benefits	2019-01-01	17
Number of other retired or separated participants entitled to future benefits	2019-01-01	13
Total of all active and inactive participants	2019-01-01	78
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	78
Number of participants with account balances	2019-01-01	78
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	3
2018: CHRIS R. SHERIDAN & CO. EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	81
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	47
Number of retired or separated participants receiving benefits	2018-01-01	21
Number of other retired or separated participants entitled to future benefits	2018-01-01	9
Total of all active and inactive participants	2018-01-01	77
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	77
Number of participants with account balances	2018-01-01	77
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	3
2017: CHRIS R. SHERIDAN & CO. EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	74
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	46
Number of retired or separated participants receiving benefits	2017-01-01	23
Number of other retired or separated participants entitled to future benefits	2017-01-01	7
Total of all active and inactive participants	2017-01-01	76
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	76
Number of participants with account balances	2017-01-01	76
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	2
2016: CHRIS R. SHERIDAN & CO. EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	68
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	44
Number of retired or separated participants receiving benefits	2016-01-01	24
Number of other retired or separated participants entitled to future benefits	2016-01-01	6
Total of all active and inactive participants	2016-01-01	74
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	74
Number of participants with account balances	2016-01-01	74
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	2
2015: CHRIS R. SHERIDAN & CO. EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	67
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	43
Number of retired or separated participants receiving benefits	2015-01-01	17
Number of other retired or separated participants entitled to future benefits	2015-01-01	8
Total of all active and inactive participants	2015-01-01	68
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	68
Number of participants with account balances	2015-01-01	68
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: CHRIS R. SHERIDAN & CO. EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	68
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	44
Number of retired or separated participants receiving benefits	2014-01-01	13
Number of other retired or separated participants entitled to future benefits	2014-01-01	10
Total of all active and inactive participants	2014-01-01	67
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	67
Number of participants with account balances	2014-01-01	67
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	1
2013: CHRIS R. SHERIDAN & CO. EMPLOYEE STOCK OWNERSHIP PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	72
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	45
Number of retired or separated participants receiving benefits	2013-01-01	2
Number of other retired or separated participants entitled to future benefits	2013-01-01	20
Total of all active and inactive participants	2013-01-01	67
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	1
Total participants	2013-01-01	68
Number of participants with account balances	2013-01-01	67
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	1
2012: CHRIS R. SHERIDAN & CO. EMPLOYEE STOCK OWNERSHIP PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	71
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	51
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	20
Total of all active and inactive participants	2012-01-01	71
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	71
Number of participants with account balances	2012-01-01	69
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	1
2011: CHRIS R. SHERIDAN & CO. EMPLOYEE STOCK OWNERSHIP PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	72
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	64
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	6
Total of all active and inactive participants	2011-01-01	70
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	70
Number of participants with account balances	2011-01-01	67
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	1
2010: CHRIS R. SHERIDAN & CO. EMPLOYEE STOCK OWNERSHIP PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	67
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	51
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	14
Total of all active and inactive participants	2010-01-01	65
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	1
Total participants	2010-01-01	66
Number of participants with account balances	2010-01-01	65
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	4
2009: CHRIS R. SHERIDAN & CO. EMPLOYEE STOCK OWNERSHIP PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	67
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	52
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	14
Total of all active and inactive participants	2009-01-01	66
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	1
Total participants	2009-01-01	67
Number of participants with account balances	2009-01-01	66
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	5

Financial Data on CHRIS R. SHERIDAN & CO. EMPLOYEE STOCK OWNERSHIP PLAN

Measure	Date	Value
2022 : CHRIS R. SHERIDAN & CO. EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k financial data
Total plan liabilities at beginning of year	2022-12-31	$0
Total income from all sources	2022-12-31	$3,672,863
Expenses. Total of all expenses incurred	2022-12-31	$600,675
Benefits paid (including direct rollovers)	2022-12-31	$600,675
Total plan assets at end of year	2022-12-31	$11,349,502
Total plan assets at beginning of year	2022-12-31	$8,277,314
Value of fidelity bond covering the plan	2022-12-31	$1,000,000
Other income received	2022-12-31	$2,392,263
Net income (gross income less expenses)	2022-12-31	$3,072,188
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$11,349,502
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$8,277,314
Assets. Value of employer securities	2022-12-31	$9,727,286
Total contributions received or receivable from employer(s)	2022-12-31	$1,280,600
2021 : CHRIS R. SHERIDAN & CO. EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k financial data
Total plan liabilities at end of year	2021-12-31	$0
Total plan liabilities at beginning of year	2021-12-31	$0
Total income from all sources	2021-12-31	$894,237
Expenses. Total of all expenses incurred	2021-12-31	$965,715
Benefits paid (including direct rollovers)	2021-12-31	$965,705
Total plan assets at end of year	2021-12-31	$8,277,314
Total plan assets at beginning of year	2021-12-31	$8,348,792
Value of fidelity bond covering the plan	2021-12-31	$1,000,000
Other income received	2021-12-31	$113,499
Net income (gross income less expenses)	2021-12-31	$-71,478
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$8,277,314
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$8,348,792
Assets. Value of employer securities	2021-12-31	$7,719,197
Total contributions received or receivable from employer(s)	2021-12-31	$780,738
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$10
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
2020 : CHRIS R. SHERIDAN & CO. EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k financial data
Total plan liabilities at end of year	2020-12-31	$0
Total plan liabilities at beginning of year	2020-12-31	$14,808
Total income from all sources	2020-12-31	$855,296
Expenses. Total of all expenses incurred	2020-12-31	$668,336
Benefits paid (including direct rollovers)	2020-12-31	$668,336
Total plan assets at end of year	2020-12-31	$8,348,792
Total plan assets at beginning of year	2020-12-31	$8,176,640
Value of fidelity bond covering the plan	2020-12-31	$1,000,000
Other income received	2020-12-31	$281,582
Net income (gross income less expenses)	2020-12-31	$186,960
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$8,348,792
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$8,161,832
Assets. Value of employer securities	2020-12-31	$7,605,877
Total contributions received or receivable from employer(s)	2020-12-31	$573,714
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
2019 : CHRIS R. SHERIDAN & CO. EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k financial data
Total plan liabilities at end of year	2019-12-31	$14,808
Total plan liabilities at beginning of year	2019-12-31	$8,775
Total income from all sources	2019-12-31	$1,441,882
Expenses. Total of all expenses incurred	2019-12-31	$389,206
Benefits paid (including direct rollovers)	2019-12-31	$389,188
Total plan assets at end of year	2019-12-31	$8,176,640
Total plan assets at beginning of year	2019-12-31	$7,117,931
Value of fidelity bond covering the plan	2019-12-31	$1,000,000
Other income received	2019-12-31	$938,261
Net income (gross income less expenses)	2019-12-31	$1,052,676
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$8,161,832
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$7,109,156
Assets. Value of employer securities	2019-12-31	$7,364,614
Total contributions received or receivable from employer(s)	2019-12-31	$503,621
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$18
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
2018 : CHRIS R. SHERIDAN & CO. EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k financial data
Total plan liabilities at end of year	2018-12-31	$8,775
Total plan liabilities at beginning of year	2018-12-31	$288,268
Total income from all sources	2018-12-31	$1,010,878
Expenses. Total of all expenses incurred	2018-12-31	$239,620
Benefits paid (including direct rollovers)	2018-12-31	$239,584
Total plan assets at end of year	2018-12-31	$7,117,931
Total plan assets at beginning of year	2018-12-31	$6,626,166
Value of fidelity bond covering the plan	2018-12-31	$1,000,000
Other income received	2018-12-31	$528,487
Net income (gross income less expenses)	2018-12-31	$771,258
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$7,109,156
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$6,337,898
Assets. Value of employer securities	2018-12-31	$6,218,073
Total contributions received or receivable from employer(s)	2018-12-31	$482,391
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$36
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
2017 : CHRIS R. SHERIDAN & CO. EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k financial data
Total plan liabilities at end of year	2017-12-31	$288,268
Total plan liabilities at beginning of year	2017-12-31	$54,246
Total income from all sources	2017-12-31	$1,592,599
Expenses. Total of all expenses incurred	2017-12-31	$198,122
Benefits paid (including direct rollovers)	2017-12-31	$198,122
Total plan assets at end of year	2017-12-31	$6,626,166
Total plan assets at beginning of year	2017-12-31	$4,997,667
Value of fidelity bond covering the plan	2017-12-31	$1,000,000
Other income received	2017-12-31	$923,109
Net income (gross income less expenses)	2017-12-31	$1,394,477
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$6,337,898
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$4,943,421
Assets. Value of employer securities	2017-12-31	$5,520,364
Total contributions received or receivable from employer(s)	2017-12-31	$669,490
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
2016 : CHRIS R. SHERIDAN & CO. EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k financial data
Total plan liabilities at end of year	2016-12-31	$54,246
Total plan liabilities at beginning of year	2016-12-31	$267,157
Total income from all sources	2016-12-31	$389,319
Expenses. Total of all expenses incurred	2016-12-31	$244,208
Benefits paid (including direct rollovers)	2016-12-31	$238,097
Total plan assets at end of year	2016-12-31	$4,997,667
Total plan assets at beginning of year	2016-12-31	$5,065,467
Value of fidelity bond covering the plan	2016-12-31	$670,000
Expenses. Other expenses not covered elsewhere	2016-12-31	$6,111
Other income received	2016-12-31	$389,319
Net income (gross income less expenses)	2016-12-31	$145,111
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$4,943,421
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$4,798,310
Assets. Value of employer securities	2016-12-31	$4,280,400
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
2015 : CHRIS R. SHERIDAN & CO. EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k financial data
Total plan liabilities at end of year	2015-12-31	$267,157
Total plan liabilities at beginning of year	2015-12-31	$534,594
Total income from all sources	2015-12-31	$974,092
Expenses. Total of all expenses incurred	2015-12-31	$101,584
Benefits paid (including direct rollovers)	2015-12-31	$89,299
Total plan assets at end of year	2015-12-31	$5,065,467
Total plan assets at beginning of year	2015-12-31	$4,460,396
Value of fidelity bond covering the plan	2015-12-31	$670,000
Expenses. Other expenses not covered elsewhere	2015-12-31	$12,285
Other income received	2015-12-31	$974,092
Net income (gross income less expenses)	2015-12-31	$872,508
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$4,798,310
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$3,925,802
Assets. Value of employer securities	2015-12-31	$3,919,500
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : CHRIS R. SHERIDAN & CO. EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k financial data
Total plan liabilities at end of year	2014-12-31	$534,594
Total plan liabilities at beginning of year	2014-12-31	$801,471
Total income from all sources	2014-12-31	$956,691
Expenses. Total of all expenses incurred	2014-12-31	$69,111
Benefits paid (including direct rollovers)	2014-12-31	$50,827
Total plan assets at end of year	2014-12-31	$4,460,396
Total plan assets at beginning of year	2014-12-31	$3,839,693
Value of fidelity bond covering the plan	2014-12-31	$141,000
Expenses. Other expenses not covered elsewhere	2014-12-31	$18,284
Other income received	2014-12-31	$786,691
Net income (gross income less expenses)	2014-12-31	$887,580
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$3,925,802
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$3,038,222
Assets. Value of employer securities	2014-12-31	$3,440,700
Total contributions received or receivable from employer(s)	2014-12-31	$170,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2013 : CHRIS R. SHERIDAN & CO. EMPLOYEE STOCK OWNERSHIP PLAN 2013 401k financial data
Total plan liabilities at end of year	2013-12-31	$801,471
Total plan liabilities at beginning of year	2013-12-31	$1,068,628
Total income from all sources	2013-12-31	$-203,104
Expenses. Total of all expenses incurred	2013-12-31	$86,873
Benefits paid (including direct rollovers)	2013-12-31	$62,495
Total plan assets at end of year	2013-12-31	$3,839,693
Total plan assets at beginning of year	2013-12-31	$4,396,827
Value of fidelity bond covering the plan	2013-12-31	$500,000
Expenses. Other expenses not covered elsewhere	2013-12-31	$24,378
Other income received	2013-12-31	$-203,104
Net income (gross income less expenses)	2013-12-31	$-289,977
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$3,038,222
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$3,328,199
Assets. Value of employer securities	2013-12-31	$3,169,800
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : CHRIS R. SHERIDAN & CO. EMPLOYEE STOCK OWNERSHIP PLAN 2012 401k financial data
Total plan liabilities at end of year	2012-12-31	$1,068,628
Total plan liabilities at beginning of year	2012-12-31	$1,335,785
Total income from all sources	2012-12-31	$642,093
Expenses. Total of all expenses incurred	2012-12-31	$30,556
Total plan assets at end of year	2012-12-31	$4,396,827
Total plan assets at beginning of year	2012-12-31	$4,052,447
Value of fidelity bond covering the plan	2012-12-31	$500,000
Expenses. Other expenses not covered elsewhere	2012-12-31	$30,556
Other income received	2012-12-31	$642,093
Net income (gross income less expenses)	2012-12-31	$611,537
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$3,328,199
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$2,716,662
Assets. Value of employer securities	2012-12-31	$3,357,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : CHRIS R. SHERIDAN & CO. EMPLOYEE STOCK OWNERSHIP PLAN 2011 401k financial data
Total plan liabilities at end of year	2011-12-31	$1,335,785
Total plan liabilities at beginning of year	2011-12-31	$1,602,943
Total income from all sources	2011-12-31	$705,500
Expenses. Total of all expenses incurred	2011-12-31	$91,953
Benefits paid (including direct rollovers)	2011-12-31	$55,386
Total plan assets at end of year	2011-12-31	$4,052,447
Total plan assets at beginning of year	2011-12-31	$3,706,058
Value of fidelity bond covering the plan	2011-12-31	$141,000
Expenses. Other expenses not covered elsewhere	2011-12-31	$36,567
Other income received	2011-12-31	$705,500
Net income (gross income less expenses)	2011-12-31	$613,547
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$2,716,662
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$2,103,115
Assets. Value of employer securities	2011-12-31	$3,206,700
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : CHRIS R. SHERIDAN & CO. EMPLOYEE STOCK OWNERSHIP PLAN 2010 401k financial data
Total plan liabilities at end of year	2010-12-31	$1,602,943
Total plan liabilities at beginning of year	2010-12-31	$1,870,100
Total income from all sources	2010-12-31	$618,700
Expenses. Total of all expenses incurred	2010-12-31	$65,244
Benefits paid (including direct rollovers)	2010-12-31	$22,582
Total plan assets at end of year	2010-12-31	$3,706,058
Total plan assets at beginning of year	2010-12-31	$3,419,759
Value of fidelity bond covering the plan	2010-12-31	$141,000
Expenses. Other expenses not covered elsewhere	2010-12-31	$42,662
Other income received	2010-12-31	$618,700
Net income (gross income less expenses)	2010-12-31	$553,456
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$2,103,115
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$1,549,659
Assets. Value of employer securities	2010-12-31	$3,035,700
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : CHRIS R. SHERIDAN & CO. EMPLOYEE STOCK OWNERSHIP 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 CHRIS R. SHERIDAN & CO. EMPLOYEE STOCK OWNERSHIP PLAN

2022: CHRIS R. SHERIDAN & CO. EMPLOYEE STOCK OWNERSHIP PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: CHRIS R. SHERIDAN & CO. EMPLOYEE STOCK OWNERSHIP PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: CHRIS R. SHERIDAN & CO. EMPLOYEE STOCK OWNERSHIP PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: CHRIS R. SHERIDAN & CO. EMPLOYEE STOCK OWNERSHIP PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: CHRIS R. SHERIDAN & CO. EMPLOYEE STOCK OWNERSHIP PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: CHRIS R. SHERIDAN & CO. EMPLOYEE STOCK OWNERSHIP PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: CHRIS R. SHERIDAN & CO. EMPLOYEE STOCK OWNERSHIP PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: CHRIS R. SHERIDAN & CO. EMPLOYEE STOCK OWNERSHIP 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	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
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: CHRIS R. SHERIDAN & CO. EMPLOYEE STOCK OWNERSHIP 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: CHRIS R. SHERIDAN & CO. EMPLOYEE STOCK OWNERSHIP 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: CHRIS R. SHERIDAN & CO. EMPLOYEE STOCK OWNERSHIP 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 is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: CHRIS R. SHERIDAN & CO. EMPLOYEE STOCK OWNERSHIP 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 is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: CHRIS R. SHERIDAN & CO. EMPLOYEE STOCK OWNERSHIP 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 is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: CHRIS R. SHERIDAN & CO. EMPLOYEE STOCK OWNERSHIP 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 is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	CHRIS R. SHERIDAN & CO.
Employer identification number (EIN):	580532971
NAIC Classification:	236200