2023 Form 5500 filing — Howard Sheppard, LLC 401(K) Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240809085549NAL0006060257001) for Howard Sheppard, LLC 401(K) Plan, reported by Howard Sheppard, LLC under EIN 88-4056071 and plan number 001. It reports 606 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240809085549NAL0006060257001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Howard Sheppard, LLC
- EIN
- 88-4056071
- Plan number
- 001
- Location
- Sandersville, GA
- Participants
- 606
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,738,345
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,738,345
- Employer contributions
- $288,827
- Participant contributions
- $748,640
- Total income / additions
- $2,699,065
- Benefits paid
- $605,288
- Administrative expenses
- $33,904
- Total expenses
- $667,199
- Net increase / (decrease)
- $2,031,866
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Rockefeller Capital Management | NONE | $24,882 | not reported in the loaded dataset |
| Sentinel Benefits Group, LLC | NONE | $7,820 | not reported in the loaded dataset |