The Shepherd 401(K) Plan — Form 5500 plan (The Shepherd Material Science Company)
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, The Shepherd 401(K) Plan is a benefit plan reported by The Shepherd Material Science Company under EIN 31-0989650 and plan number 001. The latest loaded filing year is 2023. The filing reports 673 participants and $119,897,053 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Shepherd Material Science Company
- EIN
- 31-0989650
- Plan number
- 001
- Plan type
- 2
- Location
- Norwood, OH
- Latest filing year
- 2023
- Participants
- 673
- End-of-year plan assets
- $119,897,053
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 673 | H, C | 20241003185734NAL0018543488001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $119,897,053
- Total liabilities (EOY)
- $20
- Net assets (EOY)
- $119,897,033
- Net assets (BOY)
- $104,739,542
Income & contributions
- Employer contributions
- $1,989,873
- Participant contributions
- $3,707,756
- Total contributions
- $5,739,561
- Total income / additions
- $24,462,296
Expenses & distributions
- Benefits paid
- $9,265,283
- Administrative expenses
- $49,392
- Total expenses
- $9,324,758
- Net increase / (decrease)
- $15,137,538
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Sageview | INVESTMENT ADVISOR | $41,250 | not reported in the loaded dataset | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $29,154 | not reported in the loaded dataset | 2023 |
| Flynn & Company | ACCOUNTANT/AUDITOR | $17,100 | not reported in the loaded dataset | 2023 |
| Frost Brown Todd | ATTORNEY/LEGAL | $15,238 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | -$51,772 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for The Shepherd Material Science Company
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Norwood, OH
- Sageview — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation
- Flynn & Company — Schedule C compensation
- Frost Brown Todd — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation