2023 Form 5500 filing — Shepard Steel Co., Inc. Section 401(K) 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 20250814151329NAL0013772096001) for Shepard Steel Co., Inc. Section 401(K) Profit Sharing Plan, reported by Shepard Steel Co., Inc. under EIN 06-0743773 and plan number 001. It reports 116 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)$14.1MReported net assets$14,148,624
Participants116
Provider compensation$2.4K2 Schedule C row(s)$2,367
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20250814151329NAL0013772096001
Plan sponsor
Shepard Steel Co., Inc.
EIN
06-0743773
Plan number
001
Location
Hartford, CT
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)$14.1M total assets
Net assets$14.1MLiabilities$0
Money in vs. money out
Total income / additions$3.5M
Total expenses$324K
Benefits paid / distributions$322.6K
Contributions
Employer$270.2K
Participant$425.2K
Full reported line items
Total assets (EOY)
$14,148,624
Total liabilities (EOY)
$0
Net assets (EOY)
$14,148,624
Employer contributions
$270,188
Participant contributions
$425,210
Total income / additions
$3,548,290
Benefits paid
$322,576
Administrative expenses
$1,408
Total expenses
$323,984
Net increase / (decrease)
$3,224,306
Schedule C

Reported service provider compensation

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

  1. 1
    REGISTERED INVESTMENT AD · Direct $2K
  2. 2
    RECORDKEEPER · Direct $408

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20250814151329NAL0013772096001 cover?
It is the 2023 Form 5500 filing for Shepard Steel Co., Inc. Section 401(K) Profit Sharing Plan, reported by Shepard Steel Co., Inc. (EIN 06-0743773).
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