401k Plan data: SHERWOOD PARTNERS, INC. 401(K) PLAN plan

SHERWOOD PARTNERS, INC. 401(K) PLAN 401k Plan overview

Plan Name	SHERWOOD PARTNERS, INC. 401(K) PLAN
Plan identification number	002

SHERWOOD PARTNERS, INC. 401(K) 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.
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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

SHERWOOD PARTNERS, INC. has sponsored the creation of one or more 401k plans.

Company Name: SHERWOOD PARTNERS, INC.

Employer identification number (EIN): 203526092

NAIC Classification: 541600

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SHERWOOD PARTNERS, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01 CHHEKO TAING 2024-07-31
002 2022-01-01 CHHEKO TAING 2023-06-29
002 2021-01-01 CHHEKO TAING 2022-07-15
002 2020-01-01 CHHEKO TAING 2021-07-01
002 2019-01-01 CHHEKO TAING 2020-07-21
002 2018-01-01 CHHEKO TAING 2019-07-23
002 2017-01-01 CHHEKO TAING 2018-07-02
002 2016-01-01 CHHEKO TAING
002 2015-01-01 CHHEKO TAING
002 2014-01-01 CHHEKO TAING
002 2013-01-01 CHHEKO TAING
002 2012-01-01 JOHN WOLKOYS JOHN WOLKOYS 2013-05-20
002 2011-01-01 JOHN WOLKOYS
002 2009-01-01 JOHN WOLKOYS

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2023-01-01	CHHEKO TAING	2024-07-31
002	2022-01-01	CHHEKO TAING	2023-06-29
002	2021-01-01	CHHEKO TAING	2022-07-15
002	2020-01-01	CHHEKO TAING	2021-07-01
002	2019-01-01	CHHEKO TAING	2020-07-21
002	2018-01-01	CHHEKO TAING	2019-07-23
002	2017-01-01	CHHEKO TAING	2018-07-02
002	2016-01-01	CHHEKO TAING
002	2015-01-01	CHHEKO TAING
002	2014-01-01	CHHEKO TAING
002	2013-01-01	CHHEKO TAING
002	2012-01-01	JOHN WOLKOYS		JOHN WOLKOYS	2013-05-20
002	2011-01-01	JOHN WOLKOYS
002	2009-01-01	JOHN WOLKOYS

Plan Statistics for SHERWOOD PARTNERS, INC. 401(K) PLAN

401k plan membership statisitcs for SHERWOOD PARTNERS, INC. 401(K) PLAN

Measure Date Value
2016: SHERWOOD PARTNERS, INC. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 25
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 25
Number of other retired or separated participants entitled to future benefits 2016-01-01 4
Total of all active and inactive participants 2016-01-01 29
Total participants 2016-01-01 29
Number of participants with account balances 2016-01-01 26
2015: SHERWOOD PARTNERS, INC. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 26
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 20
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 5
Total of all active and inactive participants 2015-01-01 25
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 25
Number of participants with account balances 2015-01-01 22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: SHERWOOD PARTNERS, INC. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 23
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 20
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 6
Total of all active and inactive participants 2014-01-01 26
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 26
Number of participants with account balances 2014-01-01 22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: SHERWOOD PARTNERS, INC. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 23
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 19
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 4
Total of all active and inactive participants 2013-01-01 23
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 23
Number of participants with account balances 2013-01-01 19
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: SHERWOOD PARTNERS, INC. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 22
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 21
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 2
Total of all active and inactive participants 2012-01-01 23
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 23
Number of participants with account balances 2012-01-01 18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: SHERWOOD PARTNERS, INC. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 22
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 22
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 2
Total of all active and inactive participants 2011-01-01 24
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 24
Number of participants with account balances 2011-01-01 19
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: SHERWOOD PARTNERS, INC. 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 21
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 20
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 22
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 22
Number of participants with account balances 2009-01-01 12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2016: SHERWOOD PARTNERS, INC. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	25
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	25
Number of other retired or separated participants entitled to future benefits	2016-01-01	4
Total of all active and inactive participants	2016-01-01	29
Total participants	2016-01-01	29
Number of participants with account balances	2016-01-01	26
2015: SHERWOOD PARTNERS, INC. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	26
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	20
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	5
Total of all active and inactive participants	2015-01-01	25
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	25
Number of participants with account balances	2015-01-01	22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: SHERWOOD PARTNERS, INC. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	23
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	20
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	6
Total of all active and inactive participants	2014-01-01	26
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	26
Number of participants with account balances	2014-01-01	22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: SHERWOOD PARTNERS, INC. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	23
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	19
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	4
Total of all active and inactive participants	2013-01-01	23
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	23
Number of participants with account balances	2013-01-01	19
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: SHERWOOD PARTNERS, INC. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	22
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	21
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	2
Total of all active and inactive participants	2012-01-01	23
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	23
Number of participants with account balances	2012-01-01	18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: SHERWOOD PARTNERS, INC. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	22
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	22
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	2
Total of all active and inactive participants	2011-01-01	24
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	24
Number of participants with account balances	2011-01-01	19
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: SHERWOOD PARTNERS, INC. 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	21
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	20
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	22
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	22
Number of participants with account balances	2009-01-01	12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on SHERWOOD PARTNERS, INC. 401(K) PLAN

Measure	Date	Value
2016 : SHERWOOD PARTNERS, INC. 401(K) PLAN 2016 401k financial data
Transfers to/from the plan	2016-12-31	$0
Total plan liabilities at end of year	2016-12-31	$0
Total plan liabilities at beginning of year	2016-12-31	$0
Total income from all sources	2016-12-31	$592,370
Expenses. Total of all expenses incurred	2016-12-31	$25,067
Benefits paid (including direct rollovers)	2016-12-31	$24,754
Total plan assets at end of year	2016-12-31	$2,626,757
Total plan assets at beginning of year	2016-12-31	$2,059,454
Value of fidelity bond covering the plan	2016-12-31	$150,000
Total contributions received or receivable from participants	2016-12-31	$318,872
Expenses. Other expenses not covered elsewhere	2016-12-31	$0
Contributions received from other sources (not participants or employers)	2016-12-31	$0
Other income received	2016-12-31	$141,431
Noncash contributions received	2016-12-31	$0
Net income (gross income less expenses)	2016-12-31	$567,303
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$2,626,757
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$2,059,454
Assets. Value of participant loans	2016-12-31	$46,874
Total contributions received or receivable from employer(s)	2016-12-31	$132,067
Value of certain deemed distributions of participant loans	2016-12-31	$0
Value of corrective distributions	2016-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$313
2015 : SHERWOOD PARTNERS, INC. 401(K) PLAN 2015 401k financial data
Transfers to/from the plan	2015-12-31	$0
Total plan liabilities at end of year	2015-12-31	$0
Total plan liabilities at beginning of year	2015-12-31	$0
Total income from all sources	2015-12-31	$518,349
Expenses. Total of all expenses incurred	2015-12-31	$235,902
Benefits paid (including direct rollovers)	2015-12-31	$235,827
Total plan assets at end of year	2015-12-31	$2,059,454
Total plan assets at beginning of year	2015-12-31	$1,777,007
Value of fidelity bond covering the plan	2015-12-31	$150,000
Total contributions received or receivable from participants	2015-12-31	$287,880
Expenses. Other expenses not covered elsewhere	2015-12-31	$0
Contributions received from other sources (not participants or employers)	2015-12-31	$137,979
Other income received	2015-12-31	$-15,969
Noncash contributions received	2015-12-31	$0
Net income (gross income less expenses)	2015-12-31	$282,447
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$2,059,454
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$1,777,007
Assets. Value of participant loans	2015-12-31	$2,941
Total contributions received or receivable from employer(s)	2015-12-31	$108,459
Value of certain deemed distributions of participant loans	2015-12-31	$0
Value of corrective distributions	2015-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$75
2014 : SHERWOOD PARTNERS, INC. 401(K) 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	$453,079
Expenses. Total of all expenses incurred	2014-12-31	$91,670
Benefits paid (including direct rollovers)	2014-12-31	$55,516
Total plan assets at end of year	2014-12-31	$1,777,007
Total plan assets at beginning of year	2014-12-31	$1,415,598
Value of fidelity bond covering the plan	2014-12-31	$150,000
Total contributions received or receivable from participants	2014-12-31	$266,925
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	$83,370
Noncash contributions received	2014-12-31	$0
Net income (gross income less expenses)	2014-12-31	$361,409
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$1,777,007
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$1,415,598
Assets. Value of participant loans	2014-12-31	$4,209
Total contributions received or receivable from employer(s)	2014-12-31	$102,784
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$36,054
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$100
2013 : SHERWOOD PARTNERS, INC. 401(K) 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	$357,103
Expenses. Total of all expenses incurred	2013-12-31	$5,766
Benefits paid (including direct rollovers)	2013-12-31	$5,674
Total plan assets at end of year	2013-12-31	$1,415,598
Total plan assets at beginning of year	2013-12-31	$1,064,261
Value of fidelity bond covering the plan	2013-12-31	$150,000
Total contributions received or receivable from participants	2013-12-31	$214,217
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	$142,886
Noncash contributions received	2013-12-31	$0
Net income (gross income less expenses)	2013-12-31	$351,337
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$1,415,598
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$1,064,261
Assets. Value of participant loans	2013-12-31	$5,425
Total contributions received or receivable from employer(s)	2013-12-31	$0
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$92
2012 : SHERWOOD PARTNERS, INC. 401(K) PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$316,951
Expenses. Total of all expenses incurred	2012-12-31	$38,541
Benefits paid (including direct rollovers)	2012-12-31	$14,019
Total plan assets at end of year	2012-12-31	$1,064,261
Total plan assets at beginning of year	2012-12-31	$785,851
Value of fidelity bond covering the plan	2012-12-31	$150,000
Total contributions received or receivable from participants	2012-12-31	$226,197
Other income received	2012-12-31	$90,754
Net income (gross income less expenses)	2012-12-31	$278,410
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$1,064,261
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$785,851
Assets. Value of participant loans	2012-12-31	$6,400
Value of certain deemed distributions of participant loans	2012-12-31	$10,234
Value of corrective distributions	2012-12-31	$13,623
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$665
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Transfers to/from the plan	2012-07-02	$-936,399
Total income from all sources	2012-07-02	$184,663
Expenses. Total of all expenses incurred	2012-07-02	$34,115
Benefits paid (including direct rollovers)	2012-07-02	$9,712
Total plan assets at end of year	2012-07-02	$0
Total plan assets at beginning of year	2012-07-02	$785,851
Value of fidelity bond covering the plan	2012-07-02	$150,000
Total contributions received or receivable from participants	2012-07-02	$128,850
Other income received	2012-07-02	$55,813
Net income (gross income less expenses)	2012-07-02	$150,548
Net plan assets at end of year (total assets less liabilities)	2012-07-02	$0
Net plan assets at beginning of year (total assets less liabilities)	2012-07-02	$785,851
Assets. Value of participant loans	2012-07-02	$0
Value of certain deemed distributions of participant loans	2012-07-02	$10,234
Value of corrective distributions	2012-07-02	$13,623
Expenses. Administrative service providers (salaries,fees and commissions)	2012-07-02	$546
2011 : SHERWOOD PARTNERS, INC. 401(K) PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$164,958
Expenses. Total of all expenses incurred	2011-12-31	$4,817
Total plan assets at end of year	2011-12-31	$785,851
Total plan assets at beginning of year	2011-12-31	$625,710
Value of fidelity bond covering the plan	2011-12-31	$30,000
Total contributions received or receivable from participants	2011-12-31	$162,960
Other income received	2011-12-31	$1,998
Net income (gross income less expenses)	2011-12-31	$160,141
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$785,851
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$625,710
Value of corrective distributions	2011-12-31	$4,029
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$788
2010 : SHERWOOD PARTNERS, INC. 401(K) PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$190,702
Expenses. Total of all expenses incurred	2010-12-31	$92,305
Benefits paid (including direct rollovers)	2010-12-31	$66,667
Total plan assets at end of year	2010-12-31	$625,710
Total plan assets at beginning of year	2010-12-31	$527,313
Value of fidelity bond covering the plan	2010-12-31	$30,000
Total contributions received or receivable from participants	2010-12-31	$120,273
Other income received	2010-12-31	$70,429
Net income (gross income less expenses)	2010-12-31	$98,397
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$625,710
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$527,313
Assets. Value of participant loans	2010-12-31	$0
Value of corrective distributions	2010-12-31	$24,875
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$763
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : SHERWOOD PARTNERS, INC. 401(K) 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 SHERWOOD PARTNERS, INC. 401(K) PLAN

2016: SHERWOOD PARTNERS, INC. 401(K) 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: SHERWOOD PARTNERS, INC. 401(K) 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: SHERWOOD PARTNERS, INC. 401(K) 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: SHERWOOD PARTNERS, INC. 401(K) 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: SHERWOOD PARTNERS, INC. 401(K) PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	Yes
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: SHERWOOD PARTNERS, INC. 401(K) 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
2009: SHERWOOD PARTNERS, INC. 401(K) 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

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	SHERWOOD PARTNERS, INC.
Employer identification number (EIN):	203526092
NAIC Classification:	541600