Original filing (PDF)20250729142746NAL0001699443001

C.M. & W.O. SHEPPARD, INC.

Name: C.M. & W.O. SHEPPARD, INC. — C.M. & W.O. SHEPPARD, INC. PROFIT SHARING PLAN, Form 5500 (2023)
Creator: C.M. & W.O. SHEPPARD, INC.

Form 5500-SF

FILING_RECEIVED

C.M. & W.O. SHEPPARD, INC. PROFIT SHARING PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.6M

Net assets (EOY)

$3.6M

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 C.M. & W.O. SHEPPARD, INC..

Plan sponsor

Name

C.M. & W.O. SHEPPARD, INC.

EIN

93-0674183

Address

440 RIVERSIDE DR. · HOOD RIVER, OR · 97031

Phone

(541) 386-3603

Industry

Retail Tradesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-12-01

Tax period

2024-11-30

Filed

2025-07-29

Pension benefit codes

2E · Profit-sharing

3D · Pre-approved plan (master / prototype / VS)

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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