How big is Shepherd's Finance LLC's plan?

Shepherd's Finance LLC's plan reported $3.0M in assets and 20 participants for 2024.

Original filing (PDF)20250731131944NAL0002606131001

Shepherd's Finance LLC

Name: Shepherd's Finance LLC — Shepherd's Finance LLC, Form 5500 (2024)
Creator: Shepherd's Finance LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Shepherd's Finance LLC Profit Sharing Plan

Defined-contribution retirement plan · Shepherd's Finance LLC's Shepherd's Finance LLC Profit Sharing Plan held $3.0M in plan assets for 20 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.0M

Net assets (EOY)

$3.0M

People on this filing

Daniel Wallach signed Shepherd's Finance LLC's 2024 Form 5500 as plan administrator.

Daniel Wallach — 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

Shepherd's Finance LLC's EIN is 36-4608739.

EIN 36-4608739

Plan number 001

Plan year 2024

ACK ID 20250731131944NAL0002606131001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Shepherd's Finance LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Shepherd's Finance LLC's plan includes profit-sharing.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SHEPHERD'S FINANCE 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

Knocking points off