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  2. G.W. Sherwold Associates, Inc.
  • Retirement analytics
  • Plan summaries
  • Retirement plans

Filings through Oct 24, 2026.

G.W. Sherwold Associates, Inc.

EIN 94-2783127-restaurants-Latest filing 2025
Plans
2
Retirement
2
$5.9M assets
Health & Benefits
0
Participants
252
22994 EL TORO ROAD - LAKE FOREST, CA 92630949-470-0700LinkedIn51-200 employeesrestaurants
Plans on this EIN
2 filings
#002Profit-sharing-$4.2M - 248 part#001401(k)-$1.7M - 4 part

Retirement portfolio analytics

2 plans aggregated / $5.9M assets / 252 participants

Assets by plan

Share of aggregate retirement assets

  • PROFIT SHARING PLAN (#002)$4.2M
  • PROFIT SHARING PLAN (#001)$1.7M
Total $5.9MSelect a row to open it

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
  • NEWPORT GROUP, INC.$4.2M
  • (Not disclosed)$1.7M
Total $5.9MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#002)248
  • PROFIT SHARING PLAN (#001)4
Total 252Select a row to open it

Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#002

SUPER TAQUERIA RESTAURANT, INC. PROFIT SHARING PLAN

Profit-sharing

Assets$4.2M
Participants248
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001

G.W. SHERWOLD ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN

401(k)

Assets$1.7M
Participants4
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#002SUPER TAQUERIA RESTAURANT, INC. PROFIT SHARING PLANProfit-sharing$4.2M2482025
#001G.W. SHERWOLD ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN401(k)$1.7M42025
  • SUPER TAQUERIA RESTAURANT, INC. PROFIT SHARING PLAN$4.2M
    #002 · Profit-sharing · 2025248
  • G.W. SHERWOLD ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN$1.7M
    #001 · 401(k) · 20254
Retirement plans

On this page

  1. Retirement analytics
  2. Plan summaries
  3. Retirement plans
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