How big is Sherwin Tax PC's plan?

Sherwin Tax PC's plan reported $1.4M in assets and 3 participants for 2024.

Original filing (PDF)20250708091518NAL0010685538001

Sherwin Tax PC

Name: Sherwin Tax PC — Form 5500 (2024)
Creator: Sherwin Tax PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Sherwin Tax PC

401(k) retirement plan · Sherwin Tax PC held $1.4M in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

People on this filing

Paula Sherwin signed Sherwin Tax PC's 2024 Form 5500 as plan administrator.

Paula Sherwin — 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

Sherwin Tax PC's EIN is 81-0877586.

EIN 81-0877586

Plan number 001

Plan year 2024

ACK ID 20250708091518NAL0010685538001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Sherwin Tax PC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Sherwin Tax PC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SHERWIN TAX PC.

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Plan health score

Top-tier plan health

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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (91st percentile).

Plan sponsor

Name

SHERWIN TAX PC

EIN

all filings

Address

114 FIRST STREET SOUTH, SUITE 1 · BUFFALO, MN · 55313

Phone

(763) 682-3859

Industry

Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-08

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

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