What is the most recent Form 5500 filing year for Shepard Exposition Services, Inc. Employee Stock Ownership Plan?

The latest Form 5500 filing year loaded for Shepard Exposition Services, Inc. Employee Stock Ownership Plan is 2023.

How many participants does Shepard Exposition Services, Inc. Employee Stock Ownership Plan report?

Shepard Exposition Services, Inc. Employee Stock Ownership Plan reports 326 participants in its latest loaded Form 5500 filing.

What are the reported plan assets for Shepard Exposition Services, Inc. Employee Stock Ownership Plan?

Shepard Exposition Services, Inc. Employee Stock Ownership Plan reports $9,364,002 in end-of-year plan assets in its latest loaded Form 5500 filing.

Shepard Exposition Services, Inc. Employee Stock Ownership Plan — Form 5500 plan (Shepard Exposition 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, Shepard Exposition Services, Inc. Employee Stock Ownership Plan is a benefit plan reported by Shepard Exposition Services, Inc. under EIN 58-1463468 and plan number 005. The latest loaded filing year is 2023. The filing reports 326 participants and $9,364,002 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$6.9MPlan net assets, end of year$6,887,814

Participants326Covered participants reported

Assets / participant$28.7KComputed: assets ÷ participants$28,724 (computed)

Provider compensationNone reported

Plan sponsor: Shepard Exposition Services, Inc.
EIN: 58-1463468
Plan number: 005
Plan type: 2
Location: Atlanta, GA
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.

2023
326 participants · 2Sch H
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)$9.4M total assets

Net assets$6.9MLiabilities$2.5M

Money in vs. money out

Total income / additions$1.2M

Total expenses$117.3K

Benefits paid / distributions$32.5K

Contributions

Employer$403.7K

ParticipantNot reported

Full reported line items

Net assets

Total assets (EOY): $9,364,002
Total liabilities (EOY): $2,476,188
Net assets (EOY): $6,887,814
Net assets (BOY): $5,805,811

Income & contributions

Employer contributions: $403,728
Total contributions: $403,728
Total income / additions: $1,199,301

Expenses & distributions

Benefits paid: $32,535
Administrative expenses: $0
Total expenses: $117,298
Net increase / (decrease): $1,082,003

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.

Total expenses ÷ net assets2%Computed ratio

Benefits paid ÷ total income3%Computed ratio

Schedule C

Service provider compensation

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

No Schedule C service provider compensation is loaded for this plan yet.

What to inspect next

Frequently asked questions

Who sponsors the Shepard Exposition Services, Inc. Employee Stock Ownership Plan?: Shepard Exposition Services, Inc. Employee Stock Ownership Plan is reported as sponsored by Shepard Exposition Services, Inc. (EIN 58-1463468, plan number 005) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Shepard Exposition Services, Inc. Employee Stock Ownership Plan?: The latest Form 5500 filing year loaded for Shepard Exposition Services, Inc. Employee Stock Ownership Plan is 2023.
How many participants does Shepard Exposition Services, Inc. Employee Stock Ownership Plan report?: Shepard Exposition Services, Inc. Employee Stock Ownership Plan reports 326 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Shepard Exposition Services, Inc. Employee Stock Ownership Plan?: Shepard Exposition Services, Inc. Employee Stock Ownership Plan reports $9,364,002 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.