Original filing (PDF)20231102123924NAL0012175027001

C & D Shepard, Inc. DBA Shepard Funeral Chapel

Name: C & D Shepard, Inc. DBA Shepard Funeral Chapel — Form 5500 Plan 001 (2022)
Creator: C & D Shepard, Inc. DBA Shepard Funeral Chapel
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Shepard Funeral Chapel 401(k) Plan

401(k) retirement plan · C & D Shepard, Inc. DBA Shepard Funeral Chapel's Shepard Funeral Chapel 401(k) Plan filed a Form 5500 for plan year 2022.

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan identifiers

C & D Shepard, Inc. DBA Shepard Funeral Chapel's EIN is 06-1697991.

EIN 06-1697991

Plan number 001

Plan year 2022

ACK ID 20231102123924NAL0012175027001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for C & D Shepard, Inc. DBA Shepard Funeral Chapel from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

C & D Shepard, Inc. DBA Shepard Funeral Chapel's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for C & D SHEPARD, INC. DBA SHEPARD FUNERAL CHAPEL.

Finding similar companies…

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score