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| Plan Name | SHERIDAN ROSS P.C. 401(K) PLAN B |
| Plan identification number | 004 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
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| Company Name: | SHERIDAN ROSS, P.C. |
| Employer identification number (EIN): | 841103115 |
| NAIC Classification: | 541110 |
| NAIC Description: | Offices of Lawyers |
Additional information about SHERIDAN ROSS, P.C.
| Jurisdiction of Incorporation: | Colorado Department of State |
| Incorporation Date: | 1988-12-28 |
| Company Identification Number: | 19881109173 |
| Legal Registered Office Address: |
1560 BROADWAY SUITE 1200 DENVER United States of America (USA) 80202-5141 |
More information about SHERIDAN ROSS, P.C.
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 004 | 2024-01-01 | MATT ELLSWORTH | |||
| 004 | 2023-01-01 | ||||
| 004 | 2023-01-01 | MATT ELLSWORTH | |||
| 004 | 2022-01-01 | ||||
| 004 | 2022-01-01 | MATT ELLSWORTH | |||
| 004 | 2021-01-01 | ||||
| 004 | 2021-01-01 | MATT ELLSWORTH | |||
| 004 | 2020-01-01 | ||||
| 004 | 2019-01-01 | ||||
| 004 | 2018-01-01 | ||||
| 004 | 2017-01-01 | ||||
| 004 | 2016-01-01 | ||||
| 004 | 2015-01-01 | JOHN KRAUSS | 2016-07-21 | JOHN KRAUSS | 2016-07-21 |
| 004 | 2014-01-01 | JOHN KRAUSS | 2015-07-20 | JOHN KRAUSS | 2015-07-20 |
| 004 | 2013-01-01 | JOHN KRAUSS | 2014-08-04 | ||
| 004 | 2012-01-01 | JOHN KRAUSS | 2013-10-14 | ||
| 004 | 2011-01-01 | JOHN KRAUSS | 2012-10-09 |
| Measure | Date | Value |
|---|---|---|
| 2023 : SHERIDAN ROSS P.C. 401(K) PLAN B 2023 401k financial data | ||
| Transfers to/from the plan | 2023-12-31 | $-87,846 |
| Total income from all sources | 2023-12-31 | $1,980,615 |
| Expenses. Total of all expenses incurred | 2023-12-31 | $182,393 |
| Benefits paid (including direct rollovers) | 2023-12-31 | $176,261 |
| Total plan assets at end of year | 2023-12-31 | $7,962,665 |
| Total plan assets at beginning of year | 2023-12-31 | $6,252,289 |
| Value of fidelity bond covering the plan | 2023-12-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2023-12-31 | $535,144 |
| Expenses. Other expenses not covered elsewhere | 2023-12-31 | $6,132 |
| Contributions received from other sources (not participants or employers) | 2023-12-31 | $-176 |
| Other income received | 2023-12-31 | $1,250,108 |
| Net income (gross income less expenses) | 2023-12-31 | $1,798,222 |
| Net plan assets at end of year (total assets less liabilities) | 2023-12-31 | $7,962,665 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-12-31 | $6,252,289 |
| Assets. Value of participant loans | 2023-12-31 | $37,208 |
| Total contributions received or receivable from employer(s) | 2023-12-31 | $195,539 |
| 2022 : SHERIDAN ROSS P.C. 401(K) PLAN B 2022 401k financial data | ||
| Transfers to/from the plan | 2022-12-31 | $-14,099 |
| Total income from all sources | 2022-12-31 | $-701,958 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $1,892,024 |
| Benefits paid (including direct rollovers) | 2022-12-31 | $1,886,002 |
| Total plan assets at end of year | 2022-12-31 | $6,252,289 |
| Total plan assets at beginning of year | 2022-12-31 | $8,860,370 |
| Value of fidelity bond covering the plan | 2022-12-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2022-12-31 | $529,346 |
| Expenses. Other expenses not covered elsewhere | 2022-12-31 | $6,022 |
| Contributions received from other sources (not participants or employers) | 2022-12-31 | $21,363 |
| Other income received | 2022-12-31 | $-1,484,506 |
| Net income (gross income less expenses) | 2022-12-31 | $-2,593,982 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $6,252,289 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $8,860,370 |
| Assets. Value of participant loans | 2022-12-31 | $47,779 |
| Total contributions received or receivable from employer(s) | 2022-12-31 | $231,839 |
| 2021 : SHERIDAN ROSS P.C. 401(K) PLAN B 2021 401k financial data | ||
| Transfers to/from the plan | 2021-12-31 | $-797,591 |
| Total plan liabilities at beginning of year | 2021-12-31 | $0 |
| Total income from all sources | 2021-12-31 | $2,068,421 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $983,387 |
| Benefits paid (including direct rollovers) | 2021-12-31 | $975,601 |
| Total plan assets at end of year | 2021-12-31 | $8,860,370 |
| Total plan assets at beginning of year | 2021-12-31 | $8,572,927 |
| Value of fidelity bond covering the plan | 2021-12-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2021-12-31 | $563,180 |
| Other income received | 2021-12-31 | $1,297,638 |
| Net income (gross income less expenses) | 2021-12-31 | $1,085,034 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $8,860,370 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $8,572,927 |
| Assets. Value of participant loans | 2021-12-31 | $53,912 |
| Total contributions received or receivable from employer(s) | 2021-12-31 | $207,603 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $7,786 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
| 2020 : SHERIDAN ROSS P.C. 401(K) PLAN B 2020 401k financial data | ||
| Transfers to/from the plan | 2020-12-31 | $-516,496 |
| 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 | $2,059,299 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $92,673 |
| Benefits paid (including direct rollovers) | 2020-12-31 | $86,537 |
| Total plan assets at end of year | 2020-12-31 | $8,572,927 |
| Total plan assets at beginning of year | 2020-12-31 | $7,122,797 |
| Value of fidelity bond covering the plan | 2020-12-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2020-12-31 | $518,832 |
| Expenses. Other expenses not covered elsewhere | 2020-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2020-12-31 | $75,295 |
| Other income received | 2020-12-31 | $1,264,251 |
| Noncash contributions received | 2020-12-31 | $0 |
| Net income (gross income less expenses) | 2020-12-31 | $1,966,626 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $8,572,927 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $7,122,797 |
| Assets. Value of participant loans | 2020-12-31 | $59,721 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $200,921 |
| 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 | $6,136 |
| 2019 : SHERIDAN ROSS P.C. 401(K) PLAN B 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 | $2,073,029 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $342,738 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $337,289 |
| Total plan assets at end of year | 2019-12-31 | $7,122,797 |
| Total plan assets at beginning of year | 2019-12-31 | $5,392,506 |
| Value of fidelity bond covering the plan | 2019-12-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2019-12-31 | $506,531 |
| 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 | $1,369,530 |
| Noncash contributions received | 2019-12-31 | $0 |
| Net income (gross income less expenses) | 2019-12-31 | $1,730,291 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $7,122,797 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $5,392,506 |
| Assets. Value of participant loans | 2019-12-31 | $115,424 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $196,968 |
| 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 | $5,449 |
| 2023: SHERIDAN ROSS P.C. 401(K) PLAN B 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: SHERIDAN ROSS P.C. 401(K) PLAN B 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: SHERIDAN ROSS P.C. 401(K) PLAN B 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: SHERIDAN ROSS P.C. 401(K) PLAN B 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: SHERIDAN ROSS P.C. 401(K) PLAN B 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 |
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