How big is Sheppard Brogna Overview, Inc.'s plan?

Sheppard Brogna Overview, Inc.'s plan reported $1.7M in assets and 4 participants for 2022.

Original filing (PDF)20230616080305NAL0039008209001

Sheppard Brogna Overview, Inc.

Name: Sheppard Brogna Overview, Inc. — Sheppard Brogna, Form 5500 (2022)
Creator: Sheppard Brogna Overview, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Sheppard Brogna Overview, Inc. Retirement Plan

401(k) retirement plan · Sheppard Brogna Overview, Inc.'s Sheppard Brogna Overview, Inc. Retirement Plan held $1.7M in plan assets for 4 participants in 2022.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

Plan identifiers

Sheppard Brogna Overview, Inc.'s EIN is 05-0593613.

EIN 05-0593613

Plan number 001

Plan year 2022

ACK ID 20230616080305NAL0039008209001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for Sheppard Brogna Overview, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

Sheppard Brogna Overview, Inc.'s plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SHEPPARD BROGNA OVERVIEW, INC..

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score