SHERMAN, KELLY & ASSOCIATES, P.C. 401(K) PROFIT SHARING PLAN

[ EIN: 04-2655540 | Plan No. 002 ]

According to Department of Labor Form 5500 data, SHERMAN, KELLY & ASSOCIATES, P.C. sponsors SHERMAN, KELLY & ASSOCIATES, P.C. 401(K) PROFIT SHARING PLAN, categorized as a 401(k) plan. The filing shows 6 participants and total assets of $4,103,737 for the plan year 2023.

401(k) plans are subject to ERISA disclosure requirements and annual reporting obligations.

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Plan Sponsor: SHERMAN, KELLY & ASSOCIATES, P.C.

Location: 1070 ROUTE 134, SOUTH DENNIS, MA 02660

EIN: 042655540

Plan Number: 002

Plan Year: 2023

Plan Size: Small Plan

Plan Entity Type: Defined Contribution

Plan Type: 401(k)

Participants: 6

Total Assets: $4,103,737

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