Gish, Sherwood & Friends, INC. DC Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Gish, Sherwood & Friends, INC.
  • Sponsor EIN: 621032086
  • Sponsor Address: 209 10TH AVE S, STE 222, NASHVILLE, TN, 37203
  • Plan Type: DC
  • Total Participants: 60
  • Total Assets: $6.3M

Key Plan Design Features

  • Auto-Enrollment: No
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: No

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202460$6.3M$770,609$0
202363$500,000$783,613$0
202269$1.9M$768,205$0

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