How big is Sheppard Ventures LLC's plan?

Sheppard Ventures LLC's plan reported $199K in assets and 20 participants for 2022.

Original filing (PDF)20231005110415NAL0021051905001

Sheppard Ventures LLC

Name: Sheppard Ventures LLC — Sheppard Ventures LLC-401(k), Form 5500 (2022)
Creator: Sheppard Ventures LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Sheppard Ventures LLC-401(k) Plan

401(k) retirement plan · Sheppard Ventures LLC's Sheppard Ventures LLC-401(k) Plan held $199K in plan assets for 20 participants in 2022.

Active participants

Accounts w/ balance

Plan assets (EOY)

$199K

Net assets (EOY)

$199K

People on this filing

Jason Sheppard signed Sheppard Ventures LLC's 2022 Form 5500 as plan administrator.

Jason Sheppard — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Sheppard Ventures LLC's EIN is 27-4071253.

EIN 27-4071253

Plan number 001

Plan year 2022

ACK ID 20231005110415NAL0021051905001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for Sheppard Ventures LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

Sheppard Ventures LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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

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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