Plan5500

Shepard Steel Co., Inc. Section 401(K) Profit Sharing Plan — Form 5500 plan (Shepard Steel Co., Inc.)

Plain-English plan 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, Shepard Steel Co., Inc. Section 401(K) Profit Sharing Plan is a benefit plan reported by Shepard Steel Co., Inc. under EIN 06-0743773 and plan number 001. The latest loaded filing year is 2023. The filing reports 116 participants and $14,148,624 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$14.1MPlan net assets, end of year$14,148,624
Participants116Covered participants reported
Assets / participant$122KComputed: assets ÷ participants$121,971 (computed)
Provider compensation$2.4K2 Schedule C provider row(s)$2,367
Plan sponsor
Shepard Steel Co., Inc.
EIN
06-0743773
Plan number
001
Plan type
2
Location
Hartford, CT
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    116 participants · 2Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

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

Net assets

Total assets (EOY)
$14,148,624
Total liabilities (EOY)
$0
Net assets (EOY)
$14,148,624
Net assets (BOY)
$10,924,318

Income & contributions

Employer contributions
$270,188
Participant contributions
$425,210
Total contributions
$695,398
Total income / additions
$3,548,290

Expenses & distributions

Benefits paid
$322,576
Administrative expenses
$1,408
Total expenses
$323,984
Net increase / (decrease)
$3,224,306
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 39%Participant 61%
Total expenses ÷ net assets2%Computed ratio
Benefits paid ÷ total income9%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Wilshire Associates Inc (Usa)$2K
    REGISTERED INVESTMENT AD · Direct $2K
  2. 2
    John Hancock Life Insurance Company$408
    RECORDKEEPER · Direct $408

What to inspect next

Frequently asked questions

Who sponsors the Shepard Steel Co., Inc. Section 401(K) Profit Sharing Plan?
Shepard Steel Co., Inc. Section 401(K) Profit Sharing Plan is reported as sponsored by Shepard Steel Co., Inc. (EIN 06-0743773, plan number 001) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Shepard Steel Co., Inc. Section 401(K) Profit Sharing Plan?
The latest Form 5500 filing year loaded for Shepard Steel Co., Inc. Section 401(K) Profit Sharing Plan is 2023.
How many participants does Shepard Steel Co., Inc. Section 401(K) Profit Sharing Plan report?
Shepard Steel Co., Inc. Section 401(K) Profit Sharing Plan reports 116 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Shepard Steel Co., Inc. Section 401(K) Profit Sharing Plan?
Shepard Steel Co., Inc. Section 401(K) Profit Sharing Plan reports $14,148,624 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages