401k Plan data: SHERMAN PERSONAL SERVICES, INC. 401(K) PROFIT SHARING PLAN plan

SHERMAN PERSONAL SERVICES, INC. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	SHERMAN PERSONAL SERVICES, INC. 401(K) PROFIT SHARING PLAN
Plan identification number	001

SHERMAN PERSONAL SERVICES, INC. 401(K) PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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

401k Sponsoring company profile

SHERMAN PERSONAL SERVICES, INC. has sponsored the creation of one or more 401k plans.

Company Name: SHERMAN PERSONAL SERVICES, INC.

Employer identification number (EIN): 463753881

NAIC Classification: 621610
NAIC Description: Home Health Care Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SHERMAN PERSONAL SERVICES, INC. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01 SANDRA L. SHERMAN
001 2017-01-01 SANDRA L. SHERMAN
001 2016-01-01 SANDRA L. SHERMAN
001 2015-01-01 SANDRA L. SHERMAN
001 2014-01-01 SANDRA L. SHERMAN
001 2013-09-26 SANDRA L. SHERMAN

Plan Statistics for SHERMAN PERSONAL SERVICES, INC. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for SHERMAN PERSONAL SERVICES, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2023: SHERMAN PERSONAL SERVICES, INC. 401(K) PROFIT SHARING PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 13
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 24
Number of retired or separated participants receiving benefits 2023-01-01 0
Number of other retired or separated participants entitled to future benefits 2023-01-01 1
Total of all active and inactive participants 2023-01-01 25
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 25
Number of participants with account balances 2023-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 0
2022: SHERMAN PERSONAL SERVICES, INC. 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 15
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 12
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 1
Total of all active and inactive participants 2022-01-01 13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 13
Number of participants with account balances 2022-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: SHERMAN PERSONAL SERVICES, INC. 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 18
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 12
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 1
Total of all active and inactive participants 2021-01-01 13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 13
Number of participants with account balances 2021-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: SHERMAN PERSONAL SERVICES, INC. 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 13
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 17
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 1
Total of all active and inactive participants 2020-01-01 18
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 18
Number of participants with account balances 2020-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: SHERMAN PERSONAL SERVICES, INC. 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 13
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 13
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 4
Total of all active and inactive participants 2019-01-01 17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 17
Number of participants with account balances 2019-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: SHERMAN PERSONAL SERVICES, INC. 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 15
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 12
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 2
Total of all active and inactive participants 2018-01-01 14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 14
Number of participants with account balances 2018-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: SHERMAN PERSONAL SERVICES, INC. 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 14
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 0
Total of all active and inactive participants 2017-01-01 14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 14
Number of participants with account balances 2017-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: SHERMAN PERSONAL SERVICES, INC. 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 10
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 0
Total of all active and inactive participants 2016-01-01 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 10
Number of participants with account balances 2016-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: SHERMAN PERSONAL SERVICES, INC. 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 4
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 0
Total of all active and inactive participants 2015-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 4
Number of participants with account balances 2015-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: SHERMAN PERSONAL SERVICES, INC. 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 1
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 0
Total of all active and inactive participants 2014-01-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 1
Number of participants with account balances 2014-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: SHERMAN PERSONAL SERVICES, INC. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-09-26 1
Total number of active participants reported on line 7a of the Form 5500 2013-09-26 1
Number of retired or separated participants receiving benefits 2013-09-26 0
Number of other retired or separated participants entitled to future benefits 2013-09-26 0
Total of all active and inactive participants 2013-09-26 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-09-26 0
Total participants 2013-09-26 1
Number of participants with account balances 2013-09-26 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-09-26 0

Measure	Date	Value
2023: SHERMAN PERSONAL SERVICES, INC. 401(K) PROFIT SHARING PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	13
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	24
Number of retired or separated participants receiving benefits	2023-01-01	0
Number of other retired or separated participants entitled to future benefits	2023-01-01	1
Total of all active and inactive participants	2023-01-01	25
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	25
Number of participants with account balances	2023-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	0
2022: SHERMAN PERSONAL SERVICES, INC. 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	15
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	12
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	1
Total of all active and inactive participants	2022-01-01	13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	13
Number of participants with account balances	2022-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: SHERMAN PERSONAL SERVICES, INC. 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	18
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	12
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	1
Total of all active and inactive participants	2021-01-01	13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	13
Number of participants with account balances	2021-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: SHERMAN PERSONAL SERVICES, INC. 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	13
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	17
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	1
Total of all active and inactive participants	2020-01-01	18
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	18
Number of participants with account balances	2020-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: SHERMAN PERSONAL SERVICES, INC. 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	13
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	13
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	4
Total of all active and inactive participants	2019-01-01	17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	17
Number of participants with account balances	2019-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: SHERMAN PERSONAL SERVICES, INC. 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	15
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	12
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	2
Total of all active and inactive participants	2018-01-01	14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	14
Number of participants with account balances	2018-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: SHERMAN PERSONAL SERVICES, INC. 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	14
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	0
Total of all active and inactive participants	2017-01-01	14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	14
Number of participants with account balances	2017-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: SHERMAN PERSONAL SERVICES, INC. 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	10
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	0
Total of all active and inactive participants	2016-01-01	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	10
Number of participants with account balances	2016-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: SHERMAN PERSONAL SERVICES, INC. 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	4
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	0
Total of all active and inactive participants	2015-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	4
Number of participants with account balances	2015-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: SHERMAN PERSONAL SERVICES, INC. 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	1
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	0
Total of all active and inactive participants	2014-01-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	1
Number of participants with account balances	2014-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: SHERMAN PERSONAL SERVICES, INC. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-09-26	1
Total number of active participants reported on line 7a of the Form 5500	2013-09-26	1
Number of retired or separated participants receiving benefits	2013-09-26	0
Number of other retired or separated participants entitled to future benefits	2013-09-26	0
Total of all active and inactive participants	2013-09-26	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-09-26	0
Total participants	2013-09-26	1
Number of participants with account balances	2013-09-26	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-09-26	0

Financial Data on SHERMAN PERSONAL SERVICES, INC. 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2023 : SHERMAN PERSONAL SERVICES, INC. 401(K) PROFIT SHARING PLAN 2023 401k financial data
Total income from all sources	2023-12-31	$238,486
Expenses. Total of all expenses incurred	2023-12-31	$25
Benefits paid (including direct rollovers)	2023-12-31	$0
Total plan assets at end of year	2023-12-31	$949,551
Total plan assets at beginning of year	2023-12-31	$711,090
Value of fidelity bond covering the plan	2023-12-31	$71,109
Total contributions received or receivable from participants	2023-12-31	$7,099
Expenses. Other expenses not covered elsewhere	2023-12-31	$25
Contributions received from other sources (not participants or employers)	2023-12-31	$0
Other income received	2023-12-31	$231,387
Noncash contributions received	2023-12-31	$0
Net income (gross income less expenses)	2023-12-31	$238,461
Net plan assets at end of year (total assets less liabilities)	2023-12-31	$949,551
Net plan assets at beginning of year (total assets less liabilities)	2023-12-31	$711,090
Assets. Value of participant loans	2023-12-31	$4,255
Assets. Value of employer securities	2023-12-31	$906,771
Total contributions received or receivable from employer(s)	2023-12-31	$0
Value of certain deemed distributions of participant loans	2023-12-31	$0
Value of corrective distributions	2023-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2023-12-31	$0
2022 : SHERMAN PERSONAL SERVICES, INC. 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total income from all sources	2022-12-31	$219,230
Expenses. Total of all expenses incurred	2022-12-31	$0
Benefits paid (including direct rollovers)	2022-12-31	$0
Total plan assets at end of year	2022-12-31	$711,090
Total plan assets at beginning of year	2022-12-31	$491,860
Value of fidelity bond covering the plan	2022-12-31	$49,186
Total contributions received or receivable from participants	2022-12-31	$6,415
Expenses. Other expenses not covered elsewhere	2022-12-31	$0
Contributions received from other sources (not participants or employers)	2022-12-31	$0
Other income received	2022-12-31	$212,815
Noncash contributions received	2022-12-31	$0
Net income (gross income less expenses)	2022-12-31	$219,230
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$711,090
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$491,860
Assets. Value of employer securities	2022-12-31	$676,445
Total contributions received or receivable from employer(s)	2022-12-31	$0
Value of certain deemed distributions of participant loans	2022-12-31	$0
Value of corrective distributions	2022-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$0
2021 : SHERMAN PERSONAL SERVICES, INC. 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total plan liabilities at beginning of year	2021-12-31	$0
Total income from all sources	2021-12-31	$73,037
Expenses. Total of all expenses incurred	2021-12-31	$95
Benefits paid (including direct rollovers)	2021-12-31	$0
Total plan assets at end of year	2021-12-31	$491,860
Total plan assets at beginning of year	2021-12-31	$418,918
Value of fidelity bond covering the plan	2021-12-31	$41,892
Total contributions received or receivable from participants	2021-12-31	$5,876
Expenses. Other expenses not covered elsewhere	2021-12-31	$95
Contributions received from other sources (not participants or employers)	2021-12-31	$0
Other income received	2021-12-31	$67,161
Noncash contributions received	2021-12-31	$0
Net income (gross income less expenses)	2021-12-31	$72,942
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$491,860
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$418,918
Assets. Value of employer securities	2021-12-31	$462,869
Total contributions received or receivable from employer(s)	2021-12-31	$0
Value of certain deemed distributions of participant loans	2021-12-31	$0
Value of corrective distributions	2021-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$0
2020 : SHERMAN PERSONAL SERVICES, INC. 401(K) PROFIT SHARING PLAN 2020 401k financial data
Transfers to/from the plan	2020-12-31	$0
Total plan liabilities at end of year	2020-12-31	$0
Total plan liabilities at beginning of year	2020-12-31	$0
Total income from all sources	2020-12-31	$157,590
Expenses. Total of all expenses incurred	2020-12-31	$4,723
Benefits paid (including direct rollovers)	2020-12-31	$4,693
Total plan assets at end of year	2020-12-31	$418,918
Total plan assets at beginning of year	2020-12-31	$266,051
Value of fidelity bond covering the plan	2020-12-31	$41,892
Total contributions received or receivable from participants	2020-12-31	$5,718
Expenses. Other expenses not covered elsewhere	2020-12-31	$30
Contributions received from other sources (not participants or employers)	2020-12-31	$0
Other income received	2020-12-31	$151,872
Noncash contributions received	2020-12-31	$0
Net income (gross income less expenses)	2020-12-31	$152,867
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$418,918
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$266,051
Assets. Value of employer securities	2020-12-31	$396,307
Total contributions received or receivable from employer(s)	2020-12-31	$0
Value of certain deemed distributions of participant loans	2020-12-31	$0
Value of corrective distributions	2020-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
2019 : SHERMAN PERSONAL SERVICES, INC. 401(K) PROFIT SHARING PLAN 2019 401k financial data
Transfers to/from the plan	2019-12-31	$0
Total plan liabilities at end of year	2019-12-31	$0
Total plan liabilities at beginning of year	2019-12-31	$0
Total income from all sources	2019-12-31	$-28,262
Expenses. Total of all expenses incurred	2019-12-31	$0
Benefits paid (including direct rollovers)	2019-12-31	$0
Total plan assets at end of year	2019-12-31	$266,051
Total plan assets at beginning of year	2019-12-31	$294,313
Value of fidelity bond covering the plan	2019-12-31	$25,000
Total contributions received or receivable from participants	2019-12-31	$6,551
Expenses. Other expenses not covered elsewhere	2019-12-31	$0
Contributions received from other sources (not participants or employers)	2019-12-31	$0
Other income received	2019-12-31	$-34,813
Noncash contributions received	2019-12-31	$0
Net income (gross income less expenses)	2019-12-31	$-28,262
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$266,051
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$294,313
Assets. Value of employer securities	2019-12-31	$245,102
Total contributions received or receivable from employer(s)	2019-12-31	$0
Value of certain deemed distributions of participant loans	2019-12-31	$0
Value of corrective distributions	2019-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$0
2018 : SHERMAN PERSONAL SERVICES, INC. 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total plan liabilities at end of year	2018-12-31	$0
Total plan liabilities at beginning of year	2018-12-31	$0
Total income from all sources	2018-12-31	$-15,722
Expenses. Total of all expenses incurred	2018-12-31	$0
Benefits paid (including direct rollovers)	2018-12-31	$0
Total plan assets at end of year	2018-12-31	$294,313
Total plan assets at beginning of year	2018-12-31	$310,035
Total contributions received or receivable from participants	2018-12-31	$6,974
Expenses. Other expenses not covered elsewhere	2018-12-31	$0
Contributions received from other sources (not participants or employers)	2018-12-31	$0
Other income received	2018-12-31	$-22,696
Noncash contributions received	2018-12-31	$0
Net income (gross income less expenses)	2018-12-31	$-15,722
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$294,313
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$310,035
Assets. Value of employer securities	2018-12-31	$280,797
Total contributions received or receivable from employer(s)	2018-12-31	$0
Value of certain deemed distributions of participant loans	2018-12-31	$0
Value of corrective distributions	2018-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$0
2017 : SHERMAN PERSONAL SERVICES, INC. 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$128,202
Expenses. Total of all expenses incurred	2017-12-31	$0
Benefits paid (including direct rollovers)	2017-12-31	$0
Total plan assets at end of year	2017-12-31	$310,035
Total plan assets at beginning of year	2017-12-31	$181,833
Total contributions received or receivable from participants	2017-12-31	$3,487
Expenses. Other expenses not covered elsewhere	2017-12-31	$0
Contributions received from other sources (not participants or employers)	2017-12-31	$0
Other income received	2017-12-31	$124,715
Noncash contributions received	2017-12-31	$0
Net income (gross income less expenses)	2017-12-31	$128,202
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$310,035
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$181,833
Assets. Value of employer securities	2017-12-31	$303,388
Total contributions received or receivable from employer(s)	2017-12-31	$0
Value of certain deemed distributions of participant loans	2017-12-31	$0
Value of corrective distributions	2017-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$0
2016 : SHERMAN PERSONAL SERVICES, INC. 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total plan liabilities at beginning of year	2016-12-31	$0
Total income from all sources	2016-12-31	$102,491
Expenses. Total of all expenses incurred	2016-12-31	$80
Benefits paid (including direct rollovers)	2016-12-31	$0
Total plan assets at end of year	2016-12-31	$181,833
Total plan assets at beginning of year	2016-12-31	$79,422
Total contributions received or receivable from participants	2016-12-31	$0
Expenses. Other expenses not covered elsewhere	2016-12-31	$80
Contributions received from other sources (not participants or employers)	2016-12-31	$0
Other income received	2016-12-31	$102,491
Noncash contributions received	2016-12-31	$0
Net income (gross income less expenses)	2016-12-31	$102,411
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$181,833
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$79,422
Assets. Value of employer securities	2016-12-31	$179,049
Total contributions received or receivable from employer(s)	2016-12-31	$0
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	$0
2015 : SHERMAN PERSONAL SERVICES, INC. 401(K) PROFIT SHARING 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	$74,194
Expenses. Total of all expenses incurred	2015-12-31	$80
Benefits paid (including direct rollovers)	2015-12-31	$0
Total plan assets at end of year	2015-12-31	$79,421
Total plan assets at beginning of year	2015-12-31	$5,307
Total contributions received or receivable from participants	2015-12-31	$0
Expenses. Other expenses not covered elsewhere	2015-12-31	$80
Contributions received from other sources (not participants or employers)	2015-12-31	$0
Other income received	2015-12-31	$74,194
Noncash contributions received	2015-12-31	$0
Net income (gross income less expenses)	2015-12-31	$74,114
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$79,421
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$5,307
Assets. Value of employer securities	2015-12-31	$76,708
Total contributions received or receivable from employer(s)	2015-12-31	$0
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	$0
2014 : SHERMAN PERSONAL SERVICES, INC. 401(K) PROFIT SHARING 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	$-169,534
Expenses. Total of all expenses incurred	2014-12-31	$80
Benefits paid (including direct rollovers)	2014-12-31	$0
Total plan assets at end of year	2014-12-31	$5,307
Total plan assets at beginning of year	2014-12-31	$174,921
Total contributions received or receivable from participants	2014-12-31	$0
Expenses. Other expenses not covered elsewhere	2014-12-31	$80
Contributions received from other sources (not participants or employers)	2014-12-31	$0
Other income received	2014-12-31	$-169,534
Noncash contributions received	2014-12-31	$0
Net income (gross income less expenses)	2014-12-31	$-169,614
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$5,307
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$174,921
Assets. Value of employer securities	2014-12-31	$2,466
Total contributions received or receivable from employer(s)	2014-12-31	$0
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$0
2013 : SHERMAN PERSONAL SERVICES, INC. 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$175,001
Expenses. Total of all expenses incurred	2013-12-31	$80
Total plan assets at end of year	2013-12-31	$174,921
Total plan assets at beginning of year	2013-12-31	$0
Contributions received from other sources (not participants or employers)	2013-12-31	$175,001
Net income (gross income less expenses)	2013-12-31	$174,921
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$174,921
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$0
Assets. Value of employer securities	2013-12-31	$172,000
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$80

Form 5500 Responses for SHERMAN PERSONAL SERVICES, INC. 401(K) PROFIT SHARING PLAN

2023: SHERMAN PERSONAL SERVICES, INC. 401(K) PROFIT SHARING PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Submission has been amended	No
2023-01-01	This submission is the final filing	No
2023-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2023-01-01	Plan is a collectively bargained plan	No
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: SHERMAN PERSONAL SERVICES, INC. 401(K) PROFIT SHARING 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: SHERMAN PERSONAL SERVICES, INC. 401(K) PROFIT SHARING 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: SHERMAN PERSONAL SERVICES, INC. 401(K) PROFIT SHARING 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: SHERMAN PERSONAL SERVICES, INC. 401(K) PROFIT SHARING 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: SHERMAN PERSONAL SERVICES, INC. 401(K) PROFIT SHARING 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: SHERMAN PERSONAL SERVICES, INC. 401(K) PROFIT SHARING 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: SHERMAN PERSONAL SERVICES, INC. 401(K) PROFIT SHARING 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: SHERMAN PERSONAL SERVICES, INC. 401(K) PROFIT SHARING 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: SHERMAN PERSONAL SERVICES, INC. 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: SHERMAN PERSONAL SERVICES, INC. 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-09-26	Type of plan entity	Single employer plan
2013-09-26	First time form 5500 has been submitted	Yes
2013-09-26	Submission has been amended	No
2013-09-26	This submission is the final filing	No
2013-09-26	This return/report is a short plan year return/report (less than 12 months)	Yes
2013-09-26	Plan is a collectively bargained plan	No
2013-09-26	Plan funding arrangement – Trust	Yes
2013-09-26	Plan benefit arrangement - Trust	Yes

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Company Name:	SHERMAN PERSONAL SERVICES, INC.
Employer identification number (EIN):	463753881
NAIC Classification:	621610
NAIC Description:	Home Health Care Services