2023 Form 5500 filing — Shepard Exposition Services, Inc. 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 20241015120113NAL0055952386001) for Shepard Exposition Services, Inc. 401(K) Plan, reported by Shepard Exposition Services, Inc. under EIN 58-1463468 and plan number 004. It reports 712 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)$32.1MReported net assets$32,097,158

Participants712

Provider compensation$118.8K2 Schedule C row(s)$118,802

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20241015120113NAL0055952386001
Plan sponsor: Shepard Exposition Services, Inc.
EIN: 58-1463468
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)$32.1M total assets

Net assets$32.1MLiabilities$0

Money in vs. money out

Total income / additions$9.2M

Total expenses$3.6M

Benefits paid / distributions$3.4M

Contributions

Employer$1.1M

Participant$2.4M

Full reported line items

Total assets (EOY): $32,097,158
Total liabilities (EOY): $0
Net assets (EOY): $32,097,158
Employer contributions: $1,098,546
Participant contributions: $2,446,299
Total income / additions: $9,151,955
Benefits paid: $3,429,587
Administrative expenses: $122,947
Total expenses: $3,572,035
Net increase / (decrease): $5,579,920

Schedule C

Reported service provider compensation

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

1
Fidelity Investments Institutional$68.6K
RECORDKEEPER · Direct $68.6K · Indirect $0
2
Pensionmark Financial Group LLC$50.2K
ADVISOR · Direct $50.2K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015120113NAL0055952386001 cover?: It is the 2023 Form 5500 filing for Shepard Exposition Services, Inc. 401(K) Plan, reported by Shepard Exposition Services, Inc. (EIN 58-1463468).
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).