2023 Form 5500 filing — Shepherd Insurance, LLC 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 20241004102419NAL0020223104001) for Shepherd Insurance, LLC 401(K) Plan, reported by Shepherd Insurance, LLC under EIN 45-3540375 and plan number 001. It reports 478 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241004102419NAL0020223104001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Shepherd Insurance, LLC
- EIN
- 45-3540375
- Plan number
- 001
- Location
- Carmel, IN
- Participants
- 478
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $42,664,904
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $42,664,904
- Employer contributions
- $1,215,630
- Participant contributions
- $3,003,798
- Total income / additions
- $10,607,206
- Benefits paid
- $1,945,437
- Administrative expenses
- $118,178
- Total expenses
- $2,063,622
- Net increase / (decrease)
- $8,543,584
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Shepherd Financial Investment Adv | INVESTMENT ADVISOR | $79,282 | not reported in the loaded dataset |
| Empower Annuity Ins Co Of America | RECORDKEEPER | $33,325 | $0 |
| The Finway Group LLC | CONTRACT ADMINISTRATOR | $8,475 | not reported in the loaded dataset |