James E. Sheppard & Associates, Inc. Retirement Plan — Form 5500 plan (James E. Sheppard & Associates, 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, James E. Sheppard & Associates, Inc. Retirement Plan is a benefit plan reported by James E. Sheppard & Associates, Inc. under EIN 58-2263853 and plan number 001. The latest loaded filing year is 2023. The filing reports 1 participants and $661,084 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- James E. Sheppard & Associates, Inc.
- EIN
- 58-2263853
- Plan number
- 001
- Plan type
- 2
- Location
- Johns Creek, GA
- Latest filing year
- 2023
- Participants
- 1
- End-of-year plan assets
- $661,084
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1 | I | 20241008143723NAL0009785667001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $661,084
- Net assets (EOY)
- $661,084
- Net assets (BOY)
- $753,027
Income & contributions
- Total income / additions
- -$91,943
Expenses & distributions
- Total expenses
- $0
- Net increase / (decrease)
- -$91,943
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.