How many benefit plans does Shepard Exposition Services report on Form 5500?

Shepard Exposition Services (EIN 58-1463468) reports 2 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Shepard Exposition Services?

The Employer Identification Number (EIN) reported for Shepard Exposition Services is 58-1463468.

What is the latest Form 5500 filing year for Shepard Exposition Services?

The latest loaded Form 5500 filing year for Shepard Exposition Services is 2023.

Shepard Exposition Services — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Shepard Exposition Services (EIN 58-1463468) is a plan sponsor located in Atlanta, GA with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN: 58-1463468
Location: Atlanta, GA
Loaded plans: 4
Latest filing year: 2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Shepard Exposition Services

4 loaded plans hold $41.5M in reported assets.
The largest, Shepard Exposition Services, Inc. 401(K) Plan, holds 77% of this company's reported plan assets.
Plans cover 1,689 reported participants.
2 of 4 plans report full financial statements.
1 report Schedule C provider compensation.

Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$39MSummed across loaded plans$38,984,972

Total reported assets$41.5M$41,461,160

Total reported participants1.7K1,689

Total reported liabilities$2.5M$2,476,188

Reported net position

Reported assets = net assets + liabilities (summed)$41.5M total assets

Net assets$39MLiabilities$2.5M

Contributions & income

Employer contributions$1.5M

Participant contributions$2.4M

Total income / additions$10.4M

Expenses & distributions

Benefits paid / distributions$3.5M

Total expenses$3.7M

Net increase / (decrease)$6.7M

Data coverage

Plans with financial statements2 / 4 (50%)

Plans with provider compensation1 / 4 (25%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets77%Shepard Exposition Services, Inc. 401(K) Plan

Participants per plan422Average across loaded plans

Loaded plans4

Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

1
Shepard Exposition Services, Inc. 401(K) Plan$32.1M
Plan #004 · 712 participants · 2023
2
Shepard Exposition Services, Inc. Employee Stock Ownership Plan$9.4M
Plan #005 · 326 participants · 2023
3
Shepard Exposition Services Welfare Benefit Plannot reported in the loaded dataset
Plan #502 · 345 participants · 2023
4
Shepard Exposition Services Welfare Benefit Plannot reported in the loaded dataset
Plan #501 · 306 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Shepard Exposition Services. Open one for its full reported snapshot.

2023
Shepard Exposition Services, Inc. 401(K) Plan712 participants · 2Sch HSch C
View filing →
2023
Shepard Exposition Services Welfare Benefit Plan345 participants · 2No schedules
View filing →
2023
Shepard Exposition Services Welfare Benefit Plan306 participants · 2No schedules
View filing →
2023
Shepard Exposition Services, Inc. Employee Stock Ownership Plan326 participants · 2Sch H
View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Shepard Exposition Services report on Form 5500?: Shepard Exposition Services (EIN 58-1463468) reports 2 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Shepard Exposition Services?: The Employer Identification Number (EIN) reported for Shepard Exposition Services is 58-1463468.
What is the latest Form 5500 filing year for Shepard Exposition Services?: The latest loaded Form 5500 filing year for Shepard Exposition Services is 2023.