2023 Form 5500 filing — The Shepherd 401(K) Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241003185734NAL0018543488001) for The Shepherd 401(K) Plan, reported by The Shepherd Material Science Company under EIN 31-0989650 and plan number 001. It reports 673 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241003185734NAL0018543488001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Shepherd Material Science Company
- EIN
- 31-0989650
- Plan number
- 001
- Location
- Norwood, OH
- Participants
- 673
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $119,897,053
- Total liabilities (EOY)
- $20
- Net assets (EOY)
- $119,897,033
- Employer contributions
- $1,989,873
- Participant contributions
- $3,707,756
- Total income / additions
- $24,462,296
- Benefits paid
- $9,265,283
- Administrative expenses
- $49,392
- Total expenses
- $9,324,758
- Net increase / (decrease)
- $15,137,538
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Sageview | INVESTMENT ADVISOR | $41,250 | not reported in the loaded dataset |
| Strategic Advisors, Inc. | ADVISOR | $29,154 | not reported in the loaded dataset |
| Flynn & Company | ACCOUNTANT/AUDITOR | $17,100 | not reported in the loaded dataset |
| Frost Brown Todd | ATTORNEY/LEGAL | $15,238 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | -$51,772 | $0 |