2023 Form 5500 filing — Shepherd Pooled Employer 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 20241015151725NAL0056904594001) for Shepherd Pooled Employer Plan, reported by Standard Retirement Services, Inc. under EIN 25-1838406 and plan number 104. It reports 1,854 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 3 · 2023
Filing snapshot
Net assets (EOY)$25.7MReported net assets$25,744,615
Participants1.9K1,854
Provider compensation$43K1 Schedule C row(s)$42,978
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241015151725NAL0056904594001
- Plan sponsor
- Standard Retirement Services, Inc.
- EIN
- 25-1838406
- Plan number
- 104
- Location
- Portland, OR
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$25.7M total assets
Net assets$25.7MLiabilities$0
Full reported line items
- Total assets (EOY)
- $25,744,615
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $25,744,615
- Employer contributions
- $1,020,781
- Participant contributions
- $2,268,865
- Total income / additions
- $7,201,564
- Benefits paid
- $1,764,609
- Administrative expenses
- $118,721
- Total expenses
- $1,902,992
- Net increase / (decrease)
- $5,298,572
Schedule C
Reported service provider compensation
Compensation reported on the 2023 filing, ranked by reported total.
- 1