Original filing (PDF)20241028102121NAL0003656369001

Sherman & Phalen, LLC

Name: Sherman & Phalen, LLC — Sherman & Phalen, LLC GCF, Form 5500 (2023)
Creator: Sherman & Phalen, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Sherman & Phalen, LLC GCF Benefit Plan

Health & welfare plan · Sherman & Phalen, LLC's Sherman & Phalen, LLC GCF Benefit Plan filed a Form 5500 for plan year 2023.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

People on this filing

Morgan Law signed Sherman & Phalen, LLC's 2023 Form 5500 as plan administrator.

Morgan Law — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Sherman & Phalen, LLC's EIN is 27-0448797.

EIN 27-0448797

Plan number 501

Plan year 2023

ACK ID 20241028102121NAL0003656369001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Sherman & Phalen, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Sherman & Phalen, LLC's plan includes health coverage.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SHERMAN & PHALEN, LLC.

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Plan health score (directional)

Limited public data — directional only

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Plan sponsor

Name

SHERMAN & PHALEN, LLC

EIN

all filings

Address

1165 NORTHCHASE PKWY SE · #450 · MARIETTA, GA · 30067

Phone

(770) 579-0109

Industry

Law Offices· Professional & Technical Services

Plan administrator

Name

MORGAN LAW

EIN

83-1338063

City

ATLANTA, GA

Phone

(404) 223-2264

Plan characteristics

Plan number

501

Plan year

2023

Plan year begin

2023-04-01

Tax period

2024-03-31

Filed

2024-10-28

Welfare benefit codes

4A · Health (other than dental or vision)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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