The Shepherd Waters Corp. Retirement Plan — Form 5500 plan (The Shepherd Waters Corp.)
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 Waters Corp. Retirement Plan is a benefit plan reported by The Shepherd Waters Corp. under EIN 46-3661556 and plan number 001. The latest loaded filing year is 2023. The filing reports 4 participants and $1,437,135 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Shepherd Waters Corp.
- EIN
- 46-3661556
- Plan number
- 001
- Plan type
- 2
- Location
- Crofton, MD
- Latest filing year
- 2023
- Participants
- 4
- End-of-year plan assets
- $1,437,135
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4 | I | 20241015185544NAL0049442544001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $1,437,135
- Net assets (EOY)
- $1,437,135
- Net assets (BOY)
- $395,752
Income & contributions
- Employer contributions
- $1,000
- Total income / additions
- $1,041,383
Expenses & distributions
- Total expenses
- $0
- Net increase / (decrease)
- $1,041,383
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.