J L Shepherd & Associates, Inc. — 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, J L Shepherd & Associates, Inc. (EIN 95-2477911) is a plan sponsor located in San Fernando, CA with 1 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
- 95-2477911
- Location
- San Fernando, CA
- Loaded plans
- 1
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $6,203,639
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $6,203,639
Contributions & income
- Employer contributions
- $65,000
- Participant contributions
- $240,024
- Total income / additions
- $1,011,417
Expenses & distributions
- Benefits paid / distributions
- $21,568
- Total expenses
- $46,639
- Net increase / (decrease)
- $964,778
Coverage
- Total reported participants
- 19
- Plans with financial statements
- 1
- Plans with provider compensation
- 0
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.
Largest loaded plans by reported assets
| Plan | Plan # | Participants | Reported assets (EOY) | Year |
|---|---|---|---|---|
| J L Shepherd & Associates Profit Sharing 401(K) Plan | 002 | 19 | $6,203,639 | 2023 |
Latest loaded filings
| Year | Plan | Participants | Schedules | Filing |
|---|---|---|---|---|
| 2023 | J L Shepherd & Associates Profit Sharing 401(K) Plan | 19 | I | 20240627134540NAL0021506210001 |