2023 Form 5500 filing — The J. E. Shepard Company Master 401(K) Savings 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 20241008175255NAL0009954899001) for The J. E. Shepard Company Master 401(K) Savings Plan, reported by The J. E. Shepard Company under EIN 06-0627729 and plan number 003. It reports 126 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008175255NAL0009954899001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The J. E. Shepard Company
- EIN
- 06-0627729
- Plan number
- 003
- Location
- South Windsor, CT
- Participants
- 126
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,344,135
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,344,135
- Employer contributions
- $407,532
- Participant contributions
- $389,489
- Total income / additions
- $2,095,288
- Benefits paid
- $452,761
- Administrative expenses
- $7,163
- Total expenses
- $459,924
- Net increase / (decrease)
- $1,635,364
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Voya Retirement Insurance & Annuity | SERVICE PROVIDER | $0 | $0 |