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Sherman & Howard Retirement Plan (2)
Sherman & Howard L.L.C., Denver CO. Employer ID 840420314, plan number 022. Annual reports on file for 2009 to 2024.
Where the money went
Plans that moved money into this one:
- 2009: money from Sherman Howard L.L.C. Profit Sharing Plan moved in.
- 2009: money from Sherman & Howard Retirement Plan for Associates moved in.
- 2011: money from Sherman & Howard Retirement Plan (1) moved in.
- 2011: money from Krabacher & Sanders, P.C. 401(k) Plan moved in.
- 2011: money from Sherman & Howard Retirement Plan for Associates moved in.
- 2012: money from Sherman & Howard Retirement Plan (1) moved in.
- 2012: money from Sherman & Howard Retirement Plan for Associates moved in.
- 2013: money from Sherman & Howard Retirement Plan (1) moved in.
- 2013: money from Sherman & Howard Retirement Plan for Associates moved in.
- 2014: money from Sherman & Howard Retirement Plan (1) moved in.
- 2014: money from Sherman & Howard Retirement Plan for Associates moved in.
- 2016: money from Sherman & Howard Retirement Plan (1) moved in.
- 2016: money from Sherman & Howard Retirement Plan for Associates moved in.
- 2017: money from Sherman & Howard Retirement Plan (1) moved in.
- 2017: money from Sherman & Howard Retirement Plan for Associates moved in.
- 2018: money from Sherman & Howard Retirement Plan (1) moved in.
- 2018: money from Sherman & Howard Retirement Plan for Associates moved in.
- 2019: money from Sherman & Howard Retirement Plan (1) moved in.
- 2019: money from Sherman & Howard Retirement Plan for Associates moved in.
- 2020: money from Sherman & Howard Retirement Plan (1) moved in.
- Filed 2009-2024Sherman & Howard Retirement Plan (2), Sherman & Howard L.L.C.
- TodaySherman & Howard Retirement Plan (2) still files. Milliman, Inc. keeps the records. That is where to ask.
Records are kept by Milliman, Inc., per the 2024 filing.
Left in 2024? Worth asking about employer money
- The plan ended in plan year 2024. When a plan ends, everyone who still has an account must be fully vested in the employer's contributions (Internal Revenue Code section 411(d)(3)). If you left within about five years before that with employer money not yet vested, it may not have been forfeited yet. It is worth asking. Filing
This is a reason to ask the plan, not a finding. The plan decides, and it may show the drop was routine.
Worked here?
Check your years. We show whether the plan merged or moved money while you were there, and draft the letter to the plan that holds it now.
Events in the filings
- 2010: Another plan used the same employer ID and plan number, so records can get mixed up.
- 2024: The employer decided to close the plan.
People in the plan
"Left, still in the plan" counts people who left the employer but still have a benefit in the plan, as reported by the plan.
| Plan year | Participants | Left, still in the plan | Source |
|---|---|---|---|
| 2013 | 256 | 54 | Filing |
| 2014 | 269 | 66 | Filing |
| 2015 | 262 | 63 | Filing |
| 2016 | 252 | 63 | Filing |
| 2017 | 248 | 42 | Filing |
| 2018 | 244 | 49 | Filing |
| 2019 | 243 | 54 | Filing |
| 2020 | 230 | 45 | Filing |
| 2021 | 229 | 59 | Filing |
| 2022 | 216 | 57 | Filing |
| 2023 | 210 | 62 | Filing |
| 2024 | 159 | 43 | Filing |
Source: U.S. Department of Labor Form 5500 filings. Plan-level facts only; no one's balance. Information only, not legal advice.