Shepherd Electric Company Inc. 401(K) And Profit Sharing Plan — Form 5500 plan (Shepherd Electric Co., Inc.)

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, Shepherd Electric Company Inc. 401(K) And Profit Sharing Plan is a benefit plan reported by Shepherd Electric Co., Inc. under EIN 52-0482550 and plan number 001. The latest loaded filing year is 2023. The filing reports 320 participants and $42,671,434 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Shepherd Electric Co., Inc.
EIN
52-0482550
Plan number
001
Plan type
2
Location
Baltimore, MD
Latest filing year
2023
Participants
320
End-of-year plan assets
$42,671,434

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023320H, C20240729092719NAL0012368163001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$42,671,434
Total liabilities (EOY)
$0
Net assets (EOY)
$42,671,434
Net assets (BOY)
$36,902,788

Income & contributions

Employer contributions
$784,908
Participant contributions
$2,146,447
Total contributions
$3,071,311
Total income / additions
$10,186,188

Expenses & distributions

Benefits paid
$4,352,931
Administrative expenses
$64,611
Total expenses
$4,417,542
Net increase / (decrease)
$5,768,646

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Brown Advisory LLCADVISOR$75,431not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER-$10,820$02023

Related Form 5500 pages