How big is Brian D. Sheppard's plan?

Brian D. Sheppard's plan reported $1.9M in assets and 6 participants for 2025.

Original filing (PDF)20260302134028NAL0000748659001

Brian D. Sheppard

Name: Brian D. Sheppard — Sheppard Family Dentistry, Form 5500 (2025)
Creator: Brian D. Sheppard
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Sheppard Family Dentistry Retirement Plan

401(k) retirement plan · Brian D. Sheppard's Sheppard Family Dentistry Retirement Plan held $1.9M in plan assets for 6 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.9M

Net assets (EOY)

$1.9M

Plan identifiers

Brian D. Sheppard's EIN is 47-2983484.

EIN 47-2983484

Plan number 002

Plan year 2025

ACK ID 20260302134028NAL0000748659001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Brian D. Sheppard from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Brian D. Sheppard's plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

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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