Sheppard Insurance Agency Retirement Plan — Form 5500 plan (Sheppard Insurance Agency, 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, Sheppard Insurance Agency Retirement Plan is a benefit plan reported by Sheppard Insurance Agency, Inc. under EIN 84-2695918 and plan number 001. The latest loaded filing year is 2023. The filing reports 2 participants and $75,040 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Sheppard Insurance Agency, Inc.
- EIN
- 84-2695918
- Plan number
- 001
- Plan type
- 2
- Location
- Batesburg, SC
- Latest filing year
- 2023
- Participants
- 2
- End-of-year plan assets
- $75,040
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2 | I | 20240715160141NAL0001032995001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $75,040
- Net assets (EOY)
- $75,040
- Net assets (BOY)
- $104,539
Income & contributions
- Total income / additions
- -$29,499
Expenses & distributions
- Total expenses
- $0
- Net increase / (decrease)
- -$29,499
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.