How big is Shepard Financial's plan?

Shepard Financial's plan reported $190K in assets and 5 participants for 2024.

Original filing (PDF)20250624102424NAL0006724641001

Shepard Financial

Name: Shepard Financial — Shepard Financial Independance, Form 5500 (2024)
Creator: Shepard Financial
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Shepard Financial Independance 401(k) Plan

401(k) retirement plan · Shepard Financial's Shepard Financial Independance 401(k) Plan held $190K in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$190K

Net assets (EOY)

$190K

People on this filing

Thomas Shepard signed Shepard Financial's 2024 Form 5500 as plan administrator.

Thomas Shepard — 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

Shepard Financial's EIN is 45-4240707.

EIN 45-4240707

Plan number 001

Plan year 2024

ACK ID 20250624102424NAL0006724641001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Shepard Financial's plan includes a 401(k) feature.

Decision-maker contacts

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

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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