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SHERIDAN ROSS, P.C. CASH BALANCE PENSION PLAN 401k Plan overview

Plan NameSHERIDAN ROSS, P.C. CASH BALANCE PENSION PLAN
Plan identification number 005

SHERIDAN ROSS, P.C. CASH BALANCE PENSION PLAN Benefits

401k Plan TypeDefined 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).
  • Plan covered by PBGC that was terminated and closed out for PBGC purposes - Before the end of the plan year (or a prior plan year), (1) the plan terminated in a standard (or distress) termination and completed the distribution of plan assets in satisfaction of all benefit liabilities (or all ERISA Title IV benefits for distress termination); or (2) a trustee was appointed for a terminated plan pursuant to ERISA section 4042.

401k Sponsoring company profile

SHERIDAN ROSS, P.C. has sponsored the creation of one or more 401k plans.

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.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SHERIDAN ROSS, P.C. CASH BALANCE PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0052023-01-01MATT ELLSWORTH2024-10-14
0052022-01-01MATT ELLSWORTH2023-10-11
0052021-01-01MATT ELLSWORTH2022-10-17
0052020-01-01MATT ELLSWORTH2021-10-11
0052019-01-01MIRIAM TRUDELL2020-10-08
0052018-01-01
0052017-01-01
0052016-01-01
0052015-01-01
0052014-01-01
0052013-01-01
0052012-01-01STEPHEN DELOREY2013-07-18
0052011-01-01ROB BRUNELLI2012-09-05
0052010-01-01ROB BRUNELLI2011-06-17
0052009-01-01ROB BRUNELLI

Financial Data on SHERIDAN ROSS, P.C. CASH BALANCE PENSION PLAN

Measure Date Value
2025 : SHERIDAN ROSS, P.C. CASH BALANCE PENSION PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-10-06423805
Net assets as of the end of the plan year2025-10-0617066
Total assets as of the beginning of the plan year2025-10-06313412
Value of plan covered by a fidelity bond2025-10-061000000
Other income to plan in this plan year2025-10-06127459
Plan net income in this plan year2025-10-06-296346
Net assets as of the end of the plan year2025-10-0617066
Net assets as of the beginning of the plan year2025-10-06313412
2024 : SHERIDAN ROSS, P.C. CASH BALANCE PENSION PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-10-148218345
Net assets as of the end of the plan year2024-10-14313412
Total assets as of the beginning of the plan year2024-10-147840548
Value of plan covered by a fidelity bond2024-10-141000000
Other income to plan in this plan year2024-10-14384209
Plan net income in this plan year2024-10-14-7527136
Net assets as of the end of the plan year2024-10-14313412
Net assets as of the beginning of the plan year2024-10-147840548
Employer contributions to plan in this plan year2024-10-14307000
2009 : SHERIDAN ROSS, P.C. CASH BALANCE PENSION PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for SHERIDAN ROSS, P.C. CASH BALANCE PENSION PLAN

2009: SHERIDAN ROSS, P.C. CASH BALANCE PENSION PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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