Shepherd Financial Investment Adv — Form 5500 Schedule C service provider compensation
Reported service provider summary
According to public Form 5500 Schedule C data published through public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Shepherd Financial Investment Adv is reported as a service provider on 5 loaded Form 5500 filing(s) across 5 plan sponsor(s) and 5 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $197,676 and reported indirect compensation totals not reported in the loaded dataset.
Reported compensation summary
- Reported direct compensation
- $197,676
- Reported indirect compensation
- not reported in the loaded dataset
- Total reported compensation
- $197,676
- Filings
- 5
- Plan sponsors
- 5
- Plans
- 5
- Latest filing year
- 2023
Figures are reported Schedule C service provider compensation as disclosed by plan sponsors. They are presented objectively and are not a statement about whether any compensation is high, low, or reasonable.
Top plan sponsors by reported compensation
| Sponsor | State | Plans | Reported compensation |
|---|---|---|---|
| Shepherd Insurance, LLC | IN | 1 | $79,282 |
| Royal United Mortgage, LLC | IN | 1 | $36,998 |
| Kreuter Manufacturing Company, Inc. | IN | 1 | $33,000 |
| Hughes Group, Inc. | IN | 1 | $24,713 |
| Poynter Chevrolet Buick, Cadillac Gmc Trucks, Inc. | IN | 1 | $23,683 |
State footprint
Plans reporting Shepherd Financial Investment Adv are sponsored in IN (5).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Shepherd Insurance, LLC | Shepherd Insurance, LLC 401(K) Plan | 2023 | $79,282 | not reported in the loaded dataset |
| Royal United Mortgage, LLC | Royal United Mortgage LLC 401(K) Plan | 2023 | $36,998 | not reported in the loaded dataset |
| Kreuter Manufacturing Company, Inc. | Kmc Controls, Inc. 401(K) Plan And Trust | 2023 | $33,000 | not reported in the loaded dataset |
| Hughes Group, Inc. | Hughes Group, Inc. 401(K) Plan | 2023 | $24,713 | not reported in the loaded dataset |
| Poynter Chevrolet Buick, Cadillac Gmc Trucks, Inc. | Bob Poynter Auto Group 401(K) Retirement Plan | 2023 | $23,683 | not reported in the loaded dataset |
Related Form 5500 pages
- Shepherd Insurance, LLC 401(K) Plan (plan 001)
- Shepherd Insurance, LLC — all reported plans
- Royal United Mortgage LLC 401(K) Plan (plan 001)
- Royal United Mortgage, LLC — all reported plans
- Kmc Controls, Inc. 401(K) Plan And Trust (plan 001)
- Kreuter Manufacturing Company, Inc. — all reported plans
- Hughes Group, Inc. 401(K) Plan (plan 003)
- Hughes Group, Inc. — all reported plans
- Bob Poynter Auto Group 401(K) Retirement Plan (plan 001)
- Poynter Chevrolet Buick, Cadillac Gmc Trucks, Inc. — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources