401(k)
2023 plan-year 401(k) DOL Form 5500

Sherweis Marketing Systems, Inc. 401(k) Profit Sharing Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Sherweis Marketing Systems, Inc. Dba New Dimension · California · Professional & Technical Services

What the 2023 filing shows

Sherweis Marketing Systems, Inc. 401(k) Profit Sharing Plan holds N/A for 4 participants.

N/A
total plan assets (2023 EOY)
4
covered participants
Total Assets (2023)
N/A
Participants
4
State
Industry
Professional & Technical Services

What the Filing Says About Sherweis Marketing Systems, Inc. 401(k) Profit Sharing Plan

Sherweis Marketing Systems, Inc. 401(k) Profit Sharing Plan is a 401(k) retirement plan sponsored by Sherweis Marketing Systems, Inc. Dba New Dimension, headquartered in California. As of the 2023 Form 5500 filing, the plan reports N/A in total end-of-year assets and covers 4 participants across the Professional & Technical Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 912032397, and the plan has been effective since 2003-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from N/A at the beginning of 2023 to N/A at year-end. Net assets (after liabilities) closed the year at N/A. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)N/A
Total Assets (End of Year)N/A
Net Assets (End of Year)N/A
Plan Type401(k)
Employer EIN912032397
Plan Effective Date2003-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sherweis Marketing Systems, Inc. Dba New Dimension)

Year Plans Participants Total Assets
2022 1 5 N/A
2023 1 4 N/A
2024 1 3 N/A

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Frequently Asked Questions

How much money is in the Sherweis Marketing Systems, Inc. 401(k) Profit Sharing Plan?
As of the 2023 Form 5500 filing, Sherweis Marketing Systems, Inc. 401(k) Profit Sharing Plan holds N/A in total assets with 4 participants. It is sponsored by Sherweis Marketing Systems, Inc. Dba New Dimension.
What type of plan is Sherweis Marketing Systems, Inc. 401(k) Profit Sharing Plan?
Sherweis Marketing Systems, Inc. 401(k) Profit Sharing Plan is a 401(k) plan. It has been effective since 2003-01-01. The plan is filed with the U.S. Department of Labor under EIN 912032397.
Who sponsors the Sherweis Marketing Systems, Inc. 401(k) Profit Sharing Plan?
Sherweis Marketing Systems, Inc. 401(k) Profit Sharing Plan is sponsored by Sherweis Marketing Systems, Inc. Dba New Dimension, located in California. The sponsor's EIN is 912032397 and the plan operates in the Professional & Technical Services industry.
How did Sherweis Marketing Systems, Inc. 401(k) Profit Sharing Plan perform in 2023?
Sherweis Marketing Systems, Inc. 401(k) Profit Sharing Plan held N/A in total assets at the end of 2023.
Where can I find official filings for Sherweis Marketing Systems, Inc. 401(k) Profit Sharing Plan?
Official Form 5500 filings for Sherweis Marketing Systems, Inc. 401(k) Profit Sharing Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 912032397 or plan name at efast.dol.gov.
How does Sherweis Marketing Systems, Inc. 401(k) Profit Sharing Plan compare to other plans?
You can compare Sherweis Marketing Systems, Inc. 401(k) Profit Sharing Plan against other 401(k) plans on the plan type page, or view plans in California on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) — original filing retrieval by EIN 912032397.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.