401k Plan data: SHEPARD INSURANCE GROUP, INC. PROFIT SHARING 401(K) PLAN plan

SHEPARD INSURANCE GROUP, INC. PROFIT SHARING 401(K) PLAN 401k Plan overview

Plan Name	SHEPARD INSURANCE GROUP, INC. PROFIT SHARING 401(K) PLAN
Plan identification number	001

SHEPARD INSURANCE GROUP, INC. PROFIT SHARING 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Life insurance

401k Sponsoring company profile

SHEPARD INSURANCE GROUP, INC. has sponsored the creation of one or more 401k plans.

Company Name: SHEPARD INSURANCE GROUP, INC.

Employer identification number (EIN): 061092248

NAIC Classification: 524210
NAIC Description: Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SHEPARD INSURANCE GROUP, INC. PROFIT SHARING 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01
001 2022-01-01
001 2021-01-01
001 2020-01-01 STEVEN SHEPARD 2021-08-16
001 2019-01-01 STEVEN SHEPARD 2020-05-08
001 2018-01-01 STEVEN SHEPARD 2019-02-25
001 2017-01-01 STEVEN SHEPARD 2018-02-21
001 2016-01-01 STEVEN SHEPARD 2017-06-08
001 2015-01-01 STEVEN SHEPARD 2016-08-17
001 2014-01-01 STEVEN SHEPARD 2015-05-14
001 2013-01-01 STEVEN SHEPARD 2014-06-19
001 2012-01-01 STEVEN SHEPARD 2013-04-03
001 2011-01-01 STEVEN SHEPARD 2012-10-22
001 2010-01-01 STEVEN SHEPARD 2011-07-18

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2023-01-01
001	2022-01-01
001	2021-01-01
001	2020-01-01	STEVEN SHEPARD	2021-08-16
001	2019-01-01	STEVEN SHEPARD	2020-05-08
001	2018-01-01	STEVEN SHEPARD	2019-02-25
001	2017-01-01	STEVEN SHEPARD	2018-02-21
001	2016-01-01	STEVEN SHEPARD	2017-06-08
001	2015-01-01	STEVEN SHEPARD	2016-08-17
001	2014-01-01	STEVEN SHEPARD	2015-05-14
001	2013-01-01	STEVEN SHEPARD	2014-06-19
001	2012-01-01	STEVEN SHEPARD	2013-04-03
001	2011-01-01	STEVEN SHEPARD	2012-10-22
001	2010-01-01	STEVEN SHEPARD	2011-07-18

Potentially related plans

SHEPARD INSURANCE AGENCY 401(K) PLAN [EIN = 742893314]

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Company Name:	SHEPARD INSURANCE GROUP, INC.
Employer identification number (EIN):	061092248
NAIC Classification:	524210
NAIC Description:	Insurance Agencies and Brokerages