Shepherd Insurance, LLC 401(K) Plan — Form 5500 plan (Shepherd Insurance, LLC)
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 Insurance, LLC 401(K) Plan is a benefit plan reported by Shepherd Insurance, LLC under EIN 45-3540375 and plan number 001. The latest loaded filing year is 2023. The filing reports 478 participants and $42,664,904 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Shepherd Insurance, LLC
- EIN
- 45-3540375
- Plan number
- 001
- Plan type
- 2
- Location
- Carmel, IN
- Latest filing year
- 2023
- Participants
- 478
- End-of-year plan assets
- $42,664,904
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 478 | H, C | 20241004102419NAL0020223104001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $42,664,904
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $42,664,904
- Net assets (BOY)
- $34,121,320
Income & contributions
- Employer contributions
- $1,215,630
- Participant contributions
- $3,003,798
- Total contributions
- $4,460,022
- Total income / additions
- $10,607,206
Expenses & distributions
- Benefits paid
- $1,945,437
- Administrative expenses
- $118,178
- Total expenses
- $2,063,622
- Net increase / (decrease)
- $8,543,584
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Shepherd Financial Investment Adv | INVESTMENT ADVISOR | $79,282 | not reported in the loaded dataset | 2023 |
| Empower Annuity Ins Co Of America | RECORDKEEPER | $33,325 | $0 | 2023 |
| The Finway Group LLC | CONTRACT ADMINISTRATOR | $8,475 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Shepherd Insurance, LLC
- 2023 Form 5500 filing
- Form 5500 filings in IN
- 401(k) and benefit plan filings in Carmel, IN
- Shepherd Financial Investment Adv — Schedule C compensation
- Empower Annuity Ins Co Of America — Schedule C compensation
- The Finway Group LLC — Schedule C compensation