Shepherd Pooled Employer Plan — Form 5500 plan (Standard Retirement Services, 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, Shepherd Pooled Employer Plan is a benefit plan reported by Standard Retirement Services, Inc. under EIN 25-1838406 and plan number 104. The latest loaded filing year is 2023. The filing reports 1,854 participants and $25,744,615 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$25.7MPlan net assets, end of year$25,744,615
Participants1.9KCovered participants reported1,854
Assets / participant$13.9KComputed: assets ÷ participants$13,886 (computed)
Provider compensation$43K1 Schedule C provider row(s)$42,978
- Plan sponsor
- Standard Retirement Services, Inc.
- EIN
- 25-1838406
- Plan number
- 104
- Plan type
- 3
- Location
- Portland, OR
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,854 | H, C | 20241015151725NAL0056904594001 |
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)$25.7M total assets
Net assets$25.7MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $25,744,615
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $25,744,615
- Net assets (BOY)
- $17,211,061
Income & contributions
- Employer contributions
- $1,020,781
- Participant contributions
- $2,268,865
- Total contributions
- $4,126,655
- Total income / additions
- $7,201,564
Expenses & distributions
- Benefits paid
- $1,764,609
- Administrative expenses
- $118,721
- Total expenses
- $1,902,992
- Net increase / (decrease)
- $5,298,572
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.
31%69%
Employer 31%Participant 69%
Total expenses ÷ net assets7%Computed ratio
Benefits paid ÷ total income25%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Shepherd Financial Inv Advisior | NONE | $42,978 | not reported in the loaded dataset | 2023 |