Shepherd Financial Inv — Form 5500 Schedule C service provider compensation
Reported service provider summary
According to public Form 5500 Schedule C data published through public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Shepherd Financial Inv is reported as a service provider on 4 loaded Form 5500 filing(s) across 4 plan sponsor(s) and 4 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $79,313 and reported indirect compensation totals not reported in the loaded dataset.
Reported compensation summary
- Reported direct compensation
- $79,313
- Reported indirect compensation
- not reported in the loaded dataset
- Total reported compensation
- $79,313
- Filings
- 4
- Plan sponsors
- 4
- Plans
- 4
- Latest filing year
- 2023
Figures are reported Schedule C service provider compensation as disclosed by plan sponsors. They are presented objectively and are not a statement about whether any compensation is high, low, or reasonable.
Top plan sponsors by reported compensation
| Sponsor | State | Plans | Reported compensation |
|---|---|---|---|
| Grafton School Incorporated | VA | 1 | $43,946 |
| Conner Prairie Museum Inc. | IN | 1 | $17,586 |
| Westminster Village North | IN | 1 | $11,297 |
| Putnam County Comprehensive Services Inc. | IN | 1 | $6,484 |
State footprint
Plans reporting Shepherd Financial Inv are sponsored in IN (3), VA (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Grafton School Incorporated | Grafton School Incorporated Retirement Plan | 2023 | $43,946 | not reported in the loaded dataset |
| Conner Prairie Museum Inc. | Conner Prairie Museum Inc. Erisa 403b Plan | 2023 | $17,586 | not reported in the loaded dataset |
| Westminster Village North | Westminster Village North Inc. 403b Savings Plan | 2023 | $11,297 | not reported in the loaded dataset |
| Putnam County Comprehensive Services Inc. | Putnam County Comprehensive Services Inc. 403(B) Plan | 2023 | $6,484 | not reported in the loaded dataset |
Related Form 5500 pages
- Grafton School Incorporated Retirement Plan (plan 001)
- Grafton School Incorporated — all reported plans
- Conner Prairie Museum Inc. Erisa 403b Plan (plan 001)
- Conner Prairie Museum Inc. — all reported plans
- Westminster Village North Inc. 403b Savings Plan (plan 001)
- Westminster Village North — all reported plans
- Putnam County Comprehensive Services Inc. 403(B) Plan (plan 001)
- Putnam County Comprehensive Services Inc. — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources