2023 Form 5500 filing — Shepherd Construction Co., Inc. 401(K) And Profit Sharing 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 20241010173518NAL0011786931001) for Shepherd Construction Co., Inc. 401(K) And Profit Sharing Plan, reported by Shepherd Construction Co. Inc. under EIN 58-0548372 and plan number 004. It reports 145 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$9.9MReported net assets$9,898,692
Participants145
Provider compensation$9.5K1 Schedule C row(s)$9,455
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241010173518NAL0011786931001
Plan sponsor
Shepherd Construction Co. Inc.
EIN
58-0548372
Plan number
004
Location
Atlanta, GA
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$9.9M total assets
Net assets$9.9MLiabilities$3.9K
Money in vs. money out
Total income / additions$2M
Total expenses$1.5M
Benefits paid / distributions$1.5M
Contributions
Employer$182.7K
Participant$399.8K
Full reported line items
Total assets (EOY)
$9,902,584
Total liabilities (EOY)
$3,892
Net assets (EOY)
$9,898,692
Employer contributions
$182,712
Participant contributions
$399,826
Total income / additions
$1,977,763
Benefits paid
$1,517,314
Administrative expenses
$11,197
Total expenses
$1,528,511
Net increase / (decrease)
$449,252
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    RECORDKEEPER · Direct $9.5K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241010173518NAL0011786931001 cover?
It is the 2023 Form 5500 filing for Shepherd Construction Co., Inc. 401(K) And Profit Sharing Plan, reported by Shepherd Construction Co. Inc. (EIN 58-0548372).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages