The J. E. Shepard Company Master 401(K) Savings Plan — Form 5500 plan (The J. E. Shepard Company)
Plain-English plan 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, The J. E. Shepard Company Master 401(K) Savings Plan is a benefit plan reported by The J. E. Shepard Company under EIN 06-0627729 and plan number 003. The latest loaded filing year is 2023. The filing reports 126 participants and $11,344,135 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The J. E. Shepard Company
- EIN
- 06-0627729
- Plan number
- 003
- Plan type
- 2
- Location
- South Windsor, CT
- Latest filing year
- 2023
- Participants
- 126
- End-of-year plan assets
- $11,344,135
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 126 | H, C | 20241008175255NAL0009954899001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,344,135
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,344,135
- Net assets (BOY)
- $9,708,771
Income & contributions
- Employer contributions
- $407,532
- Participant contributions
- $389,489
- Total contributions
- $797,021
- Total income / additions
- $2,095,288
Expenses & distributions
- Benefits paid
- $452,761
- Administrative expenses
- $7,163
- Total expenses
- $459,924
- Net increase / (decrease)
- $1,635,364
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Voya Retirement Insurance & Annuity | SERVICE PROVIDER | $0 | $0 | 2023 |