| Plan Name | SHERIDAN ROSS, P.C. CASH BALANCE PENSION PLAN |
| Plan identification number | 005 |
| 401k Plan Type | Defined Benefit Pension |
| Plan Features/Benefits |
|
| 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 |
|---|---|---|---|---|---|
| 005 | 2023-01-01 | MATT ELLSWORTH | 2024-10-14 | ||
| 005 | 2022-01-01 | MATT ELLSWORTH | 2023-10-11 | ||
| 005 | 2021-01-01 | MATT ELLSWORTH | 2022-10-17 | ||
| 005 | 2020-01-01 | MATT ELLSWORTH | 2021-10-11 | ||
| 005 | 2019-01-01 | MIRIAM TRUDELL | 2020-10-08 | ||
| 005 | 2018-01-01 | ||||
| 005 | 2017-01-01 | ||||
| 005 | 2016-01-01 | ||||
| 005 | 2015-01-01 | ||||
| 005 | 2014-01-01 | ||||
| 005 | 2013-01-01 | ||||
| 005 | 2012-01-01 | STEPHEN DELOREY | 2013-07-18 | ||
| 005 | 2011-01-01 | ROB BRUNELLI | 2012-09-05 | ||
| 005 | 2010-01-01 | ROB BRUNELLI | 2011-06-17 | ||
| 005 | 2009-01-01 | ROB BRUNELLI |
| Measure | Date | Value |
|---|---|---|
| 2025 : SHERIDAN ROSS, P.C. CASH BALANCE PENSION PLAN 2025 401k financial data | ||
| Total expenses incurred by plan in this plan year | 2025-10-06 | 423805 |
| Net assets as of the end of the plan year | 2025-10-06 | 17066 |
| Total assets as of the beginning of the plan year | 2025-10-06 | 313412 |
| Value of plan covered by a fidelity bond | 2025-10-06 | 1000000 |
| Other income to plan in this plan year | 2025-10-06 | 127459 |
| Plan net income in this plan year | 2025-10-06 | -296346 |
| Net assets as of the end of the plan year | 2025-10-06 | 17066 |
| Net assets as of the beginning of the plan year | 2025-10-06 | 313412 |
| 2024 : SHERIDAN ROSS, P.C. CASH BALANCE PENSION PLAN 2024 401k financial data | ||
| Total expenses incurred by plan in this plan year | 2024-10-14 | 8218345 |
| Net assets as of the end of the plan year | 2024-10-14 | 313412 |
| Total assets as of the beginning of the plan year | 2024-10-14 | 7840548 |
| Value of plan covered by a fidelity bond | 2024-10-14 | 1000000 |
| Other income to plan in this plan year | 2024-10-14 | 384209 |
| Plan net income in this plan year | 2024-10-14 | -7527136 |
| Net assets as of the end of the plan year | 2024-10-14 | 313412 |
| Net assets as of the beginning of the plan year | 2024-10-14 | 7840548 |
| Employer contributions to plan in this plan year | 2024-10-14 | 307000 |
| 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 securities | 2009-12-31 | $0 |
| 2009: SHERIDAN ROSS, P.C. CASH BALANCE PENSION PLAN 2009 form 5500 responses | ||
|---|---|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Submission has been amended | No |
| 2009-01-01 | This submission is the final filing | No |
| 2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-01-01 | Plan is a collectively bargained plan | No |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |