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The Shipman Agency, Inc. 401(k) Plan

What public Form 5500 filings show about the The Shipman Agency, Inc. 401(k) plan — and how to find and check your own account.

Plan assets
$43K
Participants
4
Plans on file
1

The The Shipman Agency, Inc. 401(k) on its latest Form 5500

The Shipman Agency, Inc. (EIN 82-3282185) reports THE SHIPMAN AGENCY, INC. 401(K) PLAN on its most recent Form 5500, with $43K in plan assets across 4 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.

See the full The Shipman Agency, Inc. filing — schedules, fees, and providers.

Who runs the The Shipman Agency, Inc. 401(k)?

The Shipman Agency, Inc.’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask The Shipman Agency, Inc.HR for the recordkeeper’s name and login.

How to check your The Shipman Agency, Inc. 401(k)

  • Log in to the plan’s recordkeeper portal (the site on your statements).
  • Ask The Shipman Agency, Inc. HR or benefits for the recordkeeper name and enrollment link.
  • Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).
More on this employer: The Shipman Agency, Inc. — all Form 5500 filings (EIN 82-3282185) · New York employer EIN lookup · Form 5500 search
The Shipman Agency, Inc. 401(k) Plan — Form 5500