Original filing (PDF)20230719112746NAL0004241490001

SHEPARD PRESENTATIONS, LLC

Name: SHEPARD PRESENTATIONS, LLC — SHEPARD PRESENTATIONS LLC CASH BALANCE PLAN, Form 5500 (2022)
Creator: SHEPARD PRESENTATIONS, LLC

Form 5500-SF

FILING_RECEIVED

SHEPARD PRESENTATIONS LLC CASH BALANCE PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SHEPARD PRESENTATIONS, LLC.

Plan sponsor

Name

SHEPARD PRESENTATIONS, LLC

EIN

43-1523351

Address

200 SOUTH HANLEY ROAD · SUITE 509 · ST. LOUIS, MO · 63105

Phone

(314) 692-2200

Industry

All Other Professional Services· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-07-19

Pension benefit codes

1C · Cash balance or similar hybrid DB

3B · Covers self-employed individuals

1B · Flat-dollar DB formula

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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