How big is C.M. & W.O. Sheppard, Inc.'s plan?

C.M. & W.O. Sheppard, Inc.'s plan reported $3.6M in assets and 10 participants for 2023.

Original filing (PDF)20250729142746NAL0001699443001

C.M. & W.O. Sheppard, Inc.

Name: C.M. & W.O. Sheppard, Inc. — C.M. & W.O. Sheppard, Form 5500 (2023)
Creator: C.M. & W.O. Sheppard, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

C.M. & W.O. Sheppard, Inc. Profit Sharing Plan

Defined-contribution retirement plan · C.M. & W.O. Sheppard, Inc.'s C.M. & W.O. Sheppard, Inc. Profit Sharing Plan held $3.6M in plan assets for 10 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.6M

Net assets (EOY)

$3.6M

Plan identifiers

C.M. & W.O. Sheppard, Inc.'s EIN is 93-0674183.

EIN 93-0674183

Plan number 001

Plan year 2023

ACK ID 20250729142746NAL0001699443001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for C.M. & W.O. Sheppard, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

C.M. & W.O. Sheppard, Inc.'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 C.M. & W.O. SHEPPARD, INC..

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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