401k Plan data: SHERMAN & HOWARD EQUITY MEMBER CASH BALANCE PLAN B plan

SHERMAN & HOWARD EQUITY MEMBER CASH BALANCE PLAN B 401k Plan overview

Plan Name	SHERMAN & HOWARD EQUITY MEMBER CASH BALANCE PLAN B
Plan identification number	025

SHERMAN & HOWARD EQUITY MEMBER CASH BALANCE PLAN B Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Cash balance or similar plan - Plan has a "cash balance" formula. For this purpose, a "cash balance" formula is a benefit formula in a defined benefit plan by whatever name (for example, personal account plan, pension equity plan, life cycle plan, cash account plan, etc.) that rather than, or in addition to, expressing the accrued benefit as a life annuity commencing at normal retirement age, defines benefits for each employee in terms more common to a defined contribution plan such as a single sum distribution amount (for example, 10 percent of final average pay times years of service, or the amount of the employee's hypothetical account balance).
Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
Plan covering Self-Employed individuals.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

SHERMAN AND HOWARD L.L.C. has sponsored the creation of one or more 401k plans.

Company Name: SHERMAN AND HOWARD L.L.C.

Employer identification number (EIN): 840420314

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Additional information about SHERMAN AND HOWARD L.L.C.

Jurisdiction of Incorporation: State of Delaware Division of Corporations

Incorporation Date:

Company Identification Number: 2349152

More information about SHERMAN AND HOWARD L.L.C.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SHERMAN & HOWARD EQUITY MEMBER CASH BALANCE PLAN B

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
025 2023-01-01 KIRSTEN STEWART 2024-10-09
025 2022-01-01 KIRSTEN STEWART 2023-09-14
025 2021-01-01 KATHLEEN A. ODLE 2022-10-06
025 2020-01-01 KATHLEEN A. ODLE 2021-10-01
025 2019-01-01 KATHLEEN A. ODLE 2020-10-05
025 2018-01-01 KATHLEEN A. ODLE 2019-10-03
025 2017-01-01 KATHLEEN A. ODLE 2018-10-01
025 2016-01-01 KATHLEEN A. ODLE 2017-09-29
025 2015-01-01 R. MICHAEL SANCHEZ 2016-09-22
025 2014-01-01 R. MICHAEL SANCHEZ 2015-10-14
025 2013-01-01 R. MICHAEL SANCHEZ 2014-10-09
025 2012-01-01 R. MICHAEL SANCHEZ 2013-10-08
025 2011-01-01 MICHAEL SANCHEZ 2012-10-04

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
025	2023-01-01	KIRSTEN STEWART	2024-10-09
025	2022-01-01	KIRSTEN STEWART	2023-09-14
025	2021-01-01	KATHLEEN A. ODLE	2022-10-06
025	2020-01-01	KATHLEEN A. ODLE	2021-10-01
025	2019-01-01	KATHLEEN A. ODLE	2020-10-05
025	2018-01-01	KATHLEEN A. ODLE	2019-10-03
025	2017-01-01	KATHLEEN A. ODLE	2018-10-01
025	2016-01-01	KATHLEEN A. ODLE	2017-09-29
025	2015-01-01	R. MICHAEL SANCHEZ	2016-09-22
025	2014-01-01	R. MICHAEL SANCHEZ	2015-10-14
025	2013-01-01	R. MICHAEL SANCHEZ	2014-10-09
025	2012-01-01	R. MICHAEL SANCHEZ	2013-10-08
025	2011-01-01	MICHAEL SANCHEZ	2012-10-04

Plan Statistics for SHERMAN & HOWARD EQUITY MEMBER CASH BALANCE PLAN B

401k plan membership statisitcs for SHERMAN & HOWARD EQUITY MEMBER CASH BALANCE PLAN B

Measure Date Value
2025: SHERMAN & HOWARD EQUITY MEMBER CASH BALANCE PLAN B 2025 401k membership
Total number of particpants at beginning of year 2025-10-14 59
Total number of particpants at end of year 2025-10-14 38
2024: SHERMAN & HOWARD EQUITY MEMBER CASH BALANCE PLAN B 2024 401k membership
Total number of particpants at beginning of year 2024-10-09 64
Total number of particpants at end of year 2024-10-09 59
2022: SHERMAN & HOWARD EQUITY MEMBER CASH BALANCE PLAN B 2022 401k membership
Market value of plan assets 2022-12-31 11,166,484
Acturial value of plan assets 2022-12-31 11,166,484
Funding target for retired participants and beneficiaries receiving payment 2022-12-31 0
Number of terminated vested participants 2022-12-31 6
Fundng target for terminated vested participants 2022-12-31 487,791
Active participant vested funding target 2022-12-31 9,137,842
Number of active participants 2022-12-31 58
Total funding liabilities for active participants 2022-12-31 9,137,842
Total participant count 2022-12-31 64
Total funding target for all participants 2022-12-31 9,625,633
Balance at beginning of prior year after applicable adjustments 2022-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2022-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2022-12-31 0
Prefunding balanced used to offset prior years funding requirement 2022-12-31 0
Amount remaining of carryover balance 2022-12-31 0
Amount remaining of prefunding balance 2022-12-31 0
Present value of excess contributions 2022-12-31 1,698,449
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2022-12-31 1,698,449
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2022-12-31 0
Reductions in caryover balances due to elections or deemed elections 2022-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2022-12-31 0
Balance of carryovers at beginning of current year 2022-12-31 0
Balance of prefunding at beginning of current year 2022-12-31 0
Total employer contributions 2022-12-31 1,585,833
Total employee contributions 2022-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2022-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2022-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2022-12-31 1,582,000
Unpaid minimum required contributions for all prior years 2022-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2022-12-31 0
Remaining amount of unpaid minimum required contributions 2022-12-31 0
Minimum required contributions for current year target normal cost 2022-12-31 1,197,643
Net shortfall amortization installment of oustanding balance 2022-12-31 0
Waiver amortization installment 2022-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2022-12-31 0
Carryover balance elected to use to offset funding requirement 2022-12-31 0
Prefunding balance elected to use to offset funding requirement 2022-12-31 0
Additional cash requirement 2022-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2022-12-31 1,582,000
Unpaid minimum required contributions for current year 2022-12-31 0
Unpaid minimum required contributions for all years 2022-12-31 0
2021: SHERMAN & HOWARD EQUITY MEMBER CASH BALANCE PLAN B 2021 401k membership
Market value of plan assets 2021-12-31 13,001,371
Acturial value of plan assets 2021-12-31 13,001,371
Funding target for retired participants and beneficiaries receiving payment 2021-12-31 0
Number of terminated vested participants 2021-12-31 3
Fundng target for terminated vested participants 2021-12-31 190,701
Active participant vested funding target 2021-12-31 11,295,784
Number of active participants 2021-12-31 60
Total funding liabilities for active participants 2021-12-31 11,295,784
Total participant count 2021-12-31 63
Total funding target for all participants 2021-12-31 11,486,485
Balance at beginning of prior year after applicable adjustments 2021-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2021-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2021-12-31 0
Prefunding balanced used to offset prior years funding requirement 2021-12-31 0
Amount remaining of carryover balance 2021-12-31 0
Amount remaining of prefunding balance 2021-12-31 0
Present value of excess contributions 2021-12-31 1,096,480
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2021-12-31 1,096,480
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2021-12-31 0
Reductions in caryover balances due to elections or deemed elections 2021-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2021-12-31 0
Balance of carryovers at beginning of current year 2021-12-31 0
Balance of prefunding at beginning of current year 2021-12-31 0
Total employer contributions 2021-12-31 1,702,700
Total employee contributions 2021-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2021-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2021-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2021-12-31 1,698,449
Unpaid minimum required contributions for all prior years 2021-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2021-12-31 0
Remaining amount of unpaid minimum required contributions 2021-12-31 0
Minimum required contributions for current year target normal cost 2021-12-31 1,447,268
Net shortfall amortization installment of oustanding balance 2021-12-31 0
Waiver amortization installment 2021-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2021-12-31 0
Carryover balance elected to use to offset funding requirement 2021-12-31 0
Prefunding balance elected to use to offset funding requirement 2021-12-31 0
Additional cash requirement 2021-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2021-12-31 1,698,449
Unpaid minimum required contributions for current year 2021-12-31 0
Unpaid minimum required contributions for all years 2021-12-31 0
2020: SHERMAN & HOWARD EQUITY MEMBER CASH BALANCE PLAN B 2020 401k membership
Market value of plan assets 2020-12-31 11,734,730
Acturial value of plan assets 2020-12-31 11,734,730
Funding target for retired participants and beneficiaries receiving payment 2020-12-31 0
Number of terminated vested participants 2020-12-31 2
Fundng target for terminated vested participants 2020-12-31 110,978
Active participant vested funding target 2020-12-31 10,684,375
Number of active participants 2020-12-31 62
Total funding liabilities for active participants 2020-12-31 10,684,375
Total participant count 2020-12-31 64
Total funding target for all participants 2020-12-31 10,795,353
Balance at beginning of prior year after applicable adjustments 2020-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2020-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2020-12-31 0
Prefunding balanced used to offset prior years funding requirement 2020-12-31 0
Amount remaining of carryover balance 2020-12-31 0
Amount remaining of prefunding balance 2020-12-31 0
Present value of excess contributions 2020-12-31 908,301
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-12-31 908,301
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2020-12-31 0
Reductions in caryover balances due to elections or deemed elections 2020-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2020-12-31 0
Balance of carryovers at beginning of current year 2020-12-31 0
Balance of prefunding at beginning of current year 2020-12-31 0
Total employer contributions 2020-12-31 1,669,800
Total employee contributions 2020-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2020-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2020-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2020-12-31 1,665,606
Unpaid minimum required contributions for all prior years 2020-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2020-12-31 0
Remaining amount of unpaid minimum required contributions 2020-12-31 0
Minimum required contributions for current year target normal cost 2020-12-31 1,508,503
Net shortfall amortization installment of oustanding balance 2020-12-31 0
Waiver amortization installment 2020-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2020-12-31 569,126
Carryover balance elected to use to offset funding requirement 2020-12-31 0
Prefunding balance elected to use to offset funding requirement 2020-12-31 0
Additional cash requirement 2020-12-31 569,126
Contributions allocatedtoward minimum required contributions for current year 2020-12-31 1,665,606
Unpaid minimum required contributions for current year 2020-12-31 0
Unpaid minimum required contributions for all years 2020-12-31 0
2019: SHERMAN & HOWARD EQUITY MEMBER CASH BALANCE PLAN B 2019 401k membership
Market value of plan assets 2019-12-31 11,132,923
Acturial value of plan assets 2019-12-31 11,132,923
Funding target for retired participants and beneficiaries receiving payment 2019-12-31 0
Number of terminated vested participants 2019-12-31 2
Fundng target for terminated vested participants 2019-12-31 103,274
Active participant vested funding target 2019-12-31 10,275,393
Number of active participants 2019-12-31 64
Total funding liabilities for active participants 2019-12-31 10,275,393
Total participant count 2019-12-31 66
Total funding target for all participants 2019-12-31 10,378,667
Balance at beginning of prior year after applicable adjustments 2019-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2019-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2019-12-31 0
Prefunding balanced used to offset prior years funding requirement 2019-12-31 0
Amount remaining of carryover balance 2019-12-31 0
Amount remaining of prefunding balance 2019-12-31 0
Present value of excess contributions 2019-12-31 768,837
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-12-31 768,837
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2019-12-31 0
Reductions in caryover balances due to elections or deemed elections 2019-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2019-12-31 0
Balance of carryovers at beginning of current year 2019-12-31 0
Balance of prefunding at beginning of current year 2019-12-31 0
Total employer contributions 2019-12-31 1,835,782
Total employee contributions 2019-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2019-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2019-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2019-12-31 1,831,940
Unpaid minimum required contributions for all prior years 2019-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2019-12-31 0
Remaining amount of unpaid minimum required contributions 2019-12-31 0
Minimum required contributions for current year target normal cost 2019-12-31 1,677,895
Net shortfall amortization installment of oustanding balance 2019-12-31 0
Waiver amortization installment 2019-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2019-12-31 923,639
Carryover balance elected to use to offset funding requirement 2019-12-31 0
Prefunding balance elected to use to offset funding requirement 2019-12-31 0
Additional cash requirement 2019-12-31 923,639
Contributions allocatedtoward minimum required contributions for current year 2019-12-31 1,831,940
Unpaid minimum required contributions for current year 2019-12-31 0
Unpaid minimum required contributions for all years 2019-12-31 0
2018: SHERMAN & HOWARD EQUITY MEMBER CASH BALANCE PLAN B 2018 401k membership
Market value of plan assets 2018-12-31 8,719,587
Acturial value of plan assets 2018-12-31 8,719,587
Funding target for retired participants and beneficiaries receiving payment 2018-12-31 0
Number of terminated vested participants 2018-12-31 1
Fundng target for terminated vested participants 2018-12-31 29,273
Active participant vested funding target 2018-12-31 8,066,158
Number of active participants 2018-12-31 67
Total funding liabilities for active participants 2018-12-31 8,066,158
Total participant count 2018-12-31 68
Total funding target for all participants 2018-12-31 8,095,431
Balance at beginning of prior year after applicable adjustments 2018-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2018-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2018-12-31 0
Prefunding balanced used to offset prior years funding requirement 2018-12-31 0
Amount remaining of carryover balance 2018-12-31 0
Amount remaining of prefunding balance 2018-12-31 0
Present value of excess contributions 2018-12-31 733,771
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-12-31 733,771
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2018-12-31 0
Reductions in caryover balances due to elections or deemed elections 2018-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2018-12-31 0
Balance of carryovers at beginning of current year 2018-12-31 0
Balance of prefunding at beginning of current year 2018-12-31 0
Total employer contributions 2018-12-31 1,809,400
Total employee contributions 2018-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2018-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2018-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2018-12-31 1,805,508
Unpaid minimum required contributions for all prior years 2018-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2018-12-31 0
Remaining amount of unpaid minimum required contributions 2018-12-31 0
Minimum required contributions for current year target normal cost 2018-12-31 1,660,827
Net shortfall amortization installment of oustanding balance 2018-12-31 0
Waiver amortization installment 2018-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2018-12-31 1,036,671
Carryover balance elected to use to offset funding requirement 2018-12-31 0
Prefunding balance elected to use to offset funding requirement 2018-12-31 0
Additional cash requirement 2018-12-31 1,036,671
Contributions allocatedtoward minimum required contributions for current year 2018-12-31 1,805,508
Unpaid minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for all years 2018-12-31 0
2017: SHERMAN & HOWARD EQUITY MEMBER CASH BALANCE PLAN B 2017 401k membership
Market value of plan assets 2017-12-31 8,121,367
Acturial value of plan assets 2017-12-31 8,121,367
Funding target for retired participants and beneficiaries receiving payment 2017-12-31 0
Number of terminated vested participants 2017-12-31 2
Fundng target for terminated vested participants 2017-12-31 91,184
Active participant vested funding target 2017-12-31 7,382,373
Number of active participants 2017-12-31 67
Total funding liabilities for active participants 2017-12-31 7,382,373
Total participant count 2017-12-31 69
Total funding target for all participants 2017-12-31 7,473,557
Balance at beginning of prior year after applicable adjustments 2017-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2017-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2017-12-31 0
Prefunding balanced used to offset prior years funding requirement 2017-12-31 0
Amount remaining of carryover balance 2017-12-31 0
Amount remaining of prefunding balance 2017-12-31 0
Present value of excess contributions 2017-12-31 694,445
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-31 694,445
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2017-12-31 0
Reductions in caryover balances due to elections or deemed elections 2017-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2017-12-31 0
Balance of carryovers at beginning of current year 2017-12-31 0
Balance of prefunding at beginning of current year 2017-12-31 0
Total employer contributions 2017-12-31 1,715,693
Total employee contributions 2017-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2017-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2017-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2017-12-31 1,712,670
Unpaid minimum required contributions for all prior years 2017-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2017-12-31 0
Remaining amount of unpaid minimum required contributions 2017-12-31 0
Minimum required contributions for current year target normal cost 2017-12-31 1,626,709
Net shortfall amortization installment of oustanding balance 2017-12-31 0
Waiver amortization installment 2017-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2017-12-31 978,899
Carryover balance elected to use to offset funding requirement 2017-12-31 0
Prefunding balance elected to use to offset funding requirement 2017-12-31 0
Additional cash requirement 2017-12-31 978,899
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 1,712,670
Unpaid minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for all years 2017-12-31 0
2016: SHERMAN & HOWARD EQUITY MEMBER CASH BALANCE PLAN B 2016 401k membership
Market value of plan assets 2016-12-31 6,974,679
Acturial value of plan assets 2016-12-31 6,974,679
Funding target for retired participants and beneficiaries receiving payment 2016-12-31 0
Number of terminated vested participants 2016-12-31 2
Fundng target for terminated vested participants 2016-12-31 486,396
Active participant vested funding target 2016-12-31 5,934,185
Number of active participants 2016-12-31 69
Total funding liabilities for active participants 2016-12-31 5,934,185
Total participant count 2016-12-31 71
Total funding target for all participants 2016-12-31 6,420,581
Balance at beginning of prior year after applicable adjustments 2016-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2016-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2016-12-31 0
Prefunding balanced used to offset prior years funding requirement 2016-12-31 0
Amount remaining of carryover balance 2016-12-31 0
Amount remaining of prefunding balance 2016-12-31 0
Present value of excess contributions 2016-12-31 643,492
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 643,492
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2016-12-31 0
Reductions in caryover balances due to elections or deemed elections 2016-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2016-12-31 0
Balance of carryovers at beginning of current year 2016-12-31 0
Balance of prefunding at beginning of current year 2016-12-31 0
Total employer contributions 2016-12-31 1,771,968
Total employee contributions 2016-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2016-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2016-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2016-12-31 1,768,753
Unpaid minimum required contributions for all prior years 2016-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2016-12-31 0
Remaining amount of unpaid minimum required contributions 2016-12-31 0
Minimum required contributions for current year target normal cost 2016-12-31 1,628,406
Net shortfall amortization installment of oustanding balance 2016-12-31 0
Waiver amortization installment 2016-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2016-12-31 1,074,308
Carryover balance elected to use to offset funding requirement 2016-12-31 0
Prefunding balance elected to use to offset funding requirement 2016-12-31 0
Additional cash requirement 2016-12-31 1,074,308
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 1,768,753
Unpaid minimum required contributions for current year 2016-12-31 0
Unpaid minimum required contributions for all years 2016-12-31 0

Measure	Date	Value
2025: SHERMAN & HOWARD EQUITY MEMBER CASH BALANCE PLAN B 2025 401k membership
Total number of particpants at beginning of year	2025-10-14	59
Total number of particpants at end of year	2025-10-14	38
2024: SHERMAN & HOWARD EQUITY MEMBER CASH BALANCE PLAN B 2024 401k membership
Total number of particpants at beginning of year	2024-10-09	64
Total number of particpants at end of year	2024-10-09	59
2022: SHERMAN & HOWARD EQUITY MEMBER CASH BALANCE PLAN B 2022 401k membership
Market value of plan assets	2022-12-31	11,166,484
Acturial value of plan assets	2022-12-31	11,166,484
Funding target for retired participants and beneficiaries receiving payment	2022-12-31	0
Number of terminated vested participants	2022-12-31	6
Fundng target for terminated vested participants	2022-12-31	487,791
Active participant vested funding target	2022-12-31	9,137,842
Number of active participants	2022-12-31	58
Total funding liabilities for active participants	2022-12-31	9,137,842
Total participant count	2022-12-31	64
Total funding target for all participants	2022-12-31	9,625,633
Balance at beginning of prior year after applicable adjustments	2022-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2022-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2022-12-31	0
Prefunding balanced used to offset prior years funding requirement	2022-12-31	0
Amount remaining of carryover balance	2022-12-31	0
Amount remaining of prefunding balance	2022-12-31	0
Present value of excess contributions	2022-12-31	1,698,449
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2022-12-31	1,698,449
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2022-12-31	0
Reductions in caryover balances due to elections or deemed elections	2022-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2022-12-31	0
Balance of carryovers at beginning of current year	2022-12-31	0
Balance of prefunding at beginning of current year	2022-12-31	0
Total employer contributions	2022-12-31	1,585,833
Total employee contributions	2022-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2022-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2022-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2022-12-31	1,582,000
Unpaid minimum required contributions for all prior years	2022-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2022-12-31	0
Remaining amount of unpaid minimum required contributions	2022-12-31	0
Minimum required contributions for current year target normal cost	2022-12-31	1,197,643
Net shortfall amortization installment of oustanding balance	2022-12-31	0
Waiver amortization installment	2022-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2022-12-31	0
Carryover balance elected to use to offset funding requirement	2022-12-31	0
Prefunding balance elected to use to offset funding requirement	2022-12-31	0
Additional cash requirement	2022-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2022-12-31	1,582,000
Unpaid minimum required contributions for current year	2022-12-31	0
Unpaid minimum required contributions for all years	2022-12-31	0
2021: SHERMAN & HOWARD EQUITY MEMBER CASH BALANCE PLAN B 2021 401k membership
Market value of plan assets	2021-12-31	13,001,371
Acturial value of plan assets	2021-12-31	13,001,371
Funding target for retired participants and beneficiaries receiving payment	2021-12-31	0
Number of terminated vested participants	2021-12-31	3
Fundng target for terminated vested participants	2021-12-31	190,701
Active participant vested funding target	2021-12-31	11,295,784
Number of active participants	2021-12-31	60
Total funding liabilities for active participants	2021-12-31	11,295,784
Total participant count	2021-12-31	63
Total funding target for all participants	2021-12-31	11,486,485
Balance at beginning of prior year after applicable adjustments	2021-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2021-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2021-12-31	0
Prefunding balanced used to offset prior years funding requirement	2021-12-31	0
Amount remaining of carryover balance	2021-12-31	0
Amount remaining of prefunding balance	2021-12-31	0
Present value of excess contributions	2021-12-31	1,096,480
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-12-31	1,096,480
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2021-12-31	0
Reductions in caryover balances due to elections or deemed elections	2021-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2021-12-31	0
Balance of carryovers at beginning of current year	2021-12-31	0
Balance of prefunding at beginning of current year	2021-12-31	0
Total employer contributions	2021-12-31	1,702,700
Total employee contributions	2021-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2021-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2021-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2021-12-31	1,698,449
Unpaid minimum required contributions for all prior years	2021-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2021-12-31	0
Remaining amount of unpaid minimum required contributions	2021-12-31	0
Minimum required contributions for current year target normal cost	2021-12-31	1,447,268
Net shortfall amortization installment of oustanding balance	2021-12-31	0
Waiver amortization installment	2021-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2021-12-31	0
Carryover balance elected to use to offset funding requirement	2021-12-31	0
Prefunding balance elected to use to offset funding requirement	2021-12-31	0
Additional cash requirement	2021-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2021-12-31	1,698,449
Unpaid minimum required contributions for current year	2021-12-31	0
Unpaid minimum required contributions for all years	2021-12-31	0
2020: SHERMAN & HOWARD EQUITY MEMBER CASH BALANCE PLAN B 2020 401k membership
Market value of plan assets	2020-12-31	11,734,730
Acturial value of plan assets	2020-12-31	11,734,730
Funding target for retired participants and beneficiaries receiving payment	2020-12-31	0
Number of terminated vested participants	2020-12-31	2
Fundng target for terminated vested participants	2020-12-31	110,978
Active participant vested funding target	2020-12-31	10,684,375
Number of active participants	2020-12-31	62
Total funding liabilities for active participants	2020-12-31	10,684,375
Total participant count	2020-12-31	64
Total funding target for all participants	2020-12-31	10,795,353
Balance at beginning of prior year after applicable adjustments	2020-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2020-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2020-12-31	0
Prefunding balanced used to offset prior years funding requirement	2020-12-31	0
Amount remaining of carryover balance	2020-12-31	0
Amount remaining of prefunding balance	2020-12-31	0
Present value of excess contributions	2020-12-31	908,301
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-12-31	908,301
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2020-12-31	0
Reductions in caryover balances due to elections or deemed elections	2020-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2020-12-31	0
Balance of carryovers at beginning of current year	2020-12-31	0
Balance of prefunding at beginning of current year	2020-12-31	0
Total employer contributions	2020-12-31	1,669,800
Total employee contributions	2020-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2020-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2020-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2020-12-31	1,665,606
Unpaid minimum required contributions for all prior years	2020-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2020-12-31	0
Remaining amount of unpaid minimum required contributions	2020-12-31	0
Minimum required contributions for current year target normal cost	2020-12-31	1,508,503
Net shortfall amortization installment of oustanding balance	2020-12-31	0
Waiver amortization installment	2020-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2020-12-31	569,126
Carryover balance elected to use to offset funding requirement	2020-12-31	0
Prefunding balance elected to use to offset funding requirement	2020-12-31	0
Additional cash requirement	2020-12-31	569,126
Contributions allocatedtoward minimum required contributions for current year	2020-12-31	1,665,606
Unpaid minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for all years	2020-12-31	0
2019: SHERMAN & HOWARD EQUITY MEMBER CASH BALANCE PLAN B 2019 401k membership
Market value of plan assets	2019-12-31	11,132,923
Acturial value of plan assets	2019-12-31	11,132,923
Funding target for retired participants and beneficiaries receiving payment	2019-12-31	0
Number of terminated vested participants	2019-12-31	2
Fundng target for terminated vested participants	2019-12-31	103,274
Active participant vested funding target	2019-12-31	10,275,393
Number of active participants	2019-12-31	64
Total funding liabilities for active participants	2019-12-31	10,275,393
Total participant count	2019-12-31	66
Total funding target for all participants	2019-12-31	10,378,667
Balance at beginning of prior year after applicable adjustments	2019-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2019-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2019-12-31	0
Prefunding balanced used to offset prior years funding requirement	2019-12-31	0
Amount remaining of carryover balance	2019-12-31	0
Amount remaining of prefunding balance	2019-12-31	0
Present value of excess contributions	2019-12-31	768,837
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-12-31	768,837
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2019-12-31	0
Reductions in caryover balances due to elections or deemed elections	2019-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2019-12-31	0
Balance of carryovers at beginning of current year	2019-12-31	0
Balance of prefunding at beginning of current year	2019-12-31	0
Total employer contributions	2019-12-31	1,835,782
Total employee contributions	2019-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2019-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2019-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2019-12-31	1,831,940
Unpaid minimum required contributions for all prior years	2019-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2019-12-31	0
Remaining amount of unpaid minimum required contributions	2019-12-31	0
Minimum required contributions for current year target normal cost	2019-12-31	1,677,895
Net shortfall amortization installment of oustanding balance	2019-12-31	0
Waiver amortization installment	2019-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2019-12-31	923,639
Carryover balance elected to use to offset funding requirement	2019-12-31	0
Prefunding balance elected to use to offset funding requirement	2019-12-31	0
Additional cash requirement	2019-12-31	923,639
Contributions allocatedtoward minimum required contributions for current year	2019-12-31	1,831,940
Unpaid minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for all years	2019-12-31	0
2018: SHERMAN & HOWARD EQUITY MEMBER CASH BALANCE PLAN B 2018 401k membership
Market value of plan assets	2018-12-31	8,719,587
Acturial value of plan assets	2018-12-31	8,719,587
Funding target for retired participants and beneficiaries receiving payment	2018-12-31	0
Number of terminated vested participants	2018-12-31	1
Fundng target for terminated vested participants	2018-12-31	29,273
Active participant vested funding target	2018-12-31	8,066,158
Number of active participants	2018-12-31	67
Total funding liabilities for active participants	2018-12-31	8,066,158
Total participant count	2018-12-31	68
Total funding target for all participants	2018-12-31	8,095,431
Balance at beginning of prior year after applicable adjustments	2018-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2018-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2018-12-31	0
Prefunding balanced used to offset prior years funding requirement	2018-12-31	0
Amount remaining of carryover balance	2018-12-31	0
Amount remaining of prefunding balance	2018-12-31	0
Present value of excess contributions	2018-12-31	733,771
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	733,771
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2018-12-31	0
Reductions in caryover balances due to elections or deemed elections	2018-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2018-12-31	0
Balance of carryovers at beginning of current year	2018-12-31	0
Balance of prefunding at beginning of current year	2018-12-31	0
Total employer contributions	2018-12-31	1,809,400
Total employee contributions	2018-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2018-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2018-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2018-12-31	1,805,508
Unpaid minimum required contributions for all prior years	2018-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2018-12-31	0
Remaining amount of unpaid minimum required contributions	2018-12-31	0
Minimum required contributions for current year target normal cost	2018-12-31	1,660,827
Net shortfall amortization installment of oustanding balance	2018-12-31	0
Waiver amortization installment	2018-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2018-12-31	1,036,671
Carryover balance elected to use to offset funding requirement	2018-12-31	0
Prefunding balance elected to use to offset funding requirement	2018-12-31	0
Additional cash requirement	2018-12-31	1,036,671
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	1,805,508
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
2017: SHERMAN & HOWARD EQUITY MEMBER CASH BALANCE PLAN B 2017 401k membership
Market value of plan assets	2017-12-31	8,121,367
Acturial value of plan assets	2017-12-31	8,121,367
Funding target for retired participants and beneficiaries receiving payment	2017-12-31	0
Number of terminated vested participants	2017-12-31	2
Fundng target for terminated vested participants	2017-12-31	91,184
Active participant vested funding target	2017-12-31	7,382,373
Number of active participants	2017-12-31	67
Total funding liabilities for active participants	2017-12-31	7,382,373
Total participant count	2017-12-31	69
Total funding target for all participants	2017-12-31	7,473,557
Balance at beginning of prior year after applicable adjustments	2017-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2017-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2017-12-31	0
Prefunding balanced used to offset prior years funding requirement	2017-12-31	0
Amount remaining of carryover balance	2017-12-31	0
Amount remaining of prefunding balance	2017-12-31	0
Present value of excess contributions	2017-12-31	694,445
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	694,445
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-12-31	0
Reductions in caryover balances due to elections or deemed elections	2017-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2017-12-31	0
Balance of carryovers at beginning of current year	2017-12-31	0
Balance of prefunding at beginning of current year	2017-12-31	0
Total employer contributions	2017-12-31	1,715,693
Total employee contributions	2017-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2017-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2017-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2017-12-31	1,712,670
Unpaid minimum required contributions for all prior years	2017-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2017-12-31	0
Remaining amount of unpaid minimum required contributions	2017-12-31	0
Minimum required contributions for current year target normal cost	2017-12-31	1,626,709
Net shortfall amortization installment of oustanding balance	2017-12-31	0
Waiver amortization installment	2017-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2017-12-31	978,899
Carryover balance elected to use to offset funding requirement	2017-12-31	0
Prefunding balance elected to use to offset funding requirement	2017-12-31	0
Additional cash requirement	2017-12-31	978,899
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	1,712,670
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2016: SHERMAN & HOWARD EQUITY MEMBER CASH BALANCE PLAN B 2016 401k membership
Market value of plan assets	2016-12-31	6,974,679
Acturial value of plan assets	2016-12-31	6,974,679
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	0
Number of terminated vested participants	2016-12-31	2
Fundng target for terminated vested participants	2016-12-31	486,396
Active participant vested funding target	2016-12-31	5,934,185
Number of active participants	2016-12-31	69
Total funding liabilities for active participants	2016-12-31	5,934,185
Total participant count	2016-12-31	71
Total funding target for all participants	2016-12-31	6,420,581
Balance at beginning of prior year after applicable adjustments	2016-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2016-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2016-12-31	0
Prefunding balanced used to offset prior years funding requirement	2016-12-31	0
Amount remaining of carryover balance	2016-12-31	0
Amount remaining of prefunding balance	2016-12-31	0
Present value of excess contributions	2016-12-31	643,492
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	643,492
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2016-12-31	0
Reductions in caryover balances due to elections or deemed elections	2016-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2016-12-31	0
Balance of carryovers at beginning of current year	2016-12-31	0
Balance of prefunding at beginning of current year	2016-12-31	0
Total employer contributions	2016-12-31	1,771,968
Total employee contributions	2016-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2016-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2016-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2016-12-31	1,768,753
Unpaid minimum required contributions for all prior years	2016-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2016-12-31	0
Remaining amount of unpaid minimum required contributions	2016-12-31	0
Minimum required contributions for current year target normal cost	2016-12-31	1,628,406
Net shortfall amortization installment of oustanding balance	2016-12-31	0
Waiver amortization installment	2016-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	1,074,308
Carryover balance elected to use to offset funding requirement	2016-12-31	0
Prefunding balance elected to use to offset funding requirement	2016-12-31	0
Additional cash requirement	2016-12-31	1,074,308
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	1,768,753
Unpaid minimum required contributions for current year	2016-12-31	0
Unpaid minimum required contributions for all years	2016-12-31	0

Financial Data on SHERMAN & HOWARD EQUITY MEMBER CASH BALANCE PLAN B

Measure	Date	Value
2025 : SHERMAN & HOWARD EQUITY MEMBER CASH BALANCE PLAN B 2025 401k financial data
Total expenses incurred by plan in this plan year	2025-10-14	5335716
Net assets as of the end of the plan year	2025-10-14	7705383
Total assets as of the beginning of the plan year	2025-10-14	12292515
Value of plan covered by a fidelity bond	2025-10-14	10000000
Other income to plan in this plan year	2025-10-14	748584
Plan net income in this plan year	2025-10-14	-4587132
Net assets as of the end of the plan year	2025-10-14	7705383
Net assets as of the beginning of the plan year	2025-10-14	12292515
Expensese paid to adminstrative service provicers from plan in this plan year	2025-10-14	42328
2024 : SHERMAN & HOWARD EQUITY MEMBER CASH BALANCE PLAN B 2024 401k financial data
Total expenses incurred by plan in this plan year	2024-10-09	3177527
Net assets as of the end of the plan year	2024-10-09	12292515
Total assets as of the beginning of the plan year	2024-10-09	12752317
Value of plan covered by a fidelity bond	2024-10-09	10000000
Other income to plan in this plan year	2024-10-09	1281106
Plan net income in this plan year	2024-10-09	-459802
Net assets as of the end of the plan year	2024-10-09	12292515
Net assets as of the beginning of the plan year	2024-10-09	12752317
Employer contributions to plan in this plan year	2024-10-09	1436619
Expensese paid to adminstrative service provicers from plan in this plan year	2024-10-09	48750

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Company Name:	SHERMAN AND HOWARD L.L.C.
Employer identification number (EIN):	840420314
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers

Jurisdiction of Incorporation:	State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number:	2349152