J L Shepherd & Associates Profit Sharing 401(K) Plan — Form 5500 plan (J L Shepherd & Associates, 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, J L Shepherd & Associates Profit Sharing 401(K) Plan is a benefit plan reported by J L Shepherd & Associates, Inc. under EIN 95-2477911 and plan number 002. The latest loaded filing year is 2023. The filing reports 19 participants and $6,203,639 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- J L Shepherd & Associates, Inc.
- EIN
- 95-2477911
- Plan number
- 002
- Plan type
- 2
- Location
- San Fernando, CA
- Latest filing year
- 2023
- Participants
- 19
- End-of-year plan assets
- $6,203,639
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 19 | I | 20240627134540NAL0021506210001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $6,203,639
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,203,639
- Net assets (BOY)
- $5,238,861
Income & contributions
- Employer contributions
- $65,000
- Participant contributions
- $240,024
- Total income / additions
- $1,011,417
Expenses & distributions
- Benefits paid
- $21,568
- Administrative expenses
- $25,071
- Total expenses
- $46,639
- Net increase / (decrease)
- $964,778
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.