SHEPHERD DATA SERVICES, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan SHEPHERD DATA SERVICES, INC. 401K SAVINGS PLAN
401k plan membership statisitcs for SHEPHERD DATA SERVICES, INC. 401K SAVINGS PLAN
Measure | Date | Value |
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2021: SHEPHERD DATA SERVICES, INC. 401K SAVINGS PLAN 2021 401k membership |
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Total participants, beginning-of-year | 2021-01-01 | 14 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 15 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 2 |
Total of all active and inactive participants | 2021-01-01 | 17 |
Total participants | 2021-01-01 | 17 |
Number of participants with account balances | 2021-01-01 | 13 |
2020: SHEPHERD DATA SERVICES, INC. 401K SAVINGS PLAN 2020 401k membership |
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Total participants, beginning-of-year | 2020-01-01 | 15 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 12 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 2 |
Total of all active and inactive participants | 2020-01-01 | 14 |
Total participants | 2020-01-01 | 14 |
Number of participants with account balances | 2020-01-01 | 10 |
2019: SHEPHERD DATA SERVICES, INC. 401K SAVINGS PLAN 2019 401k membership |
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Total participants, beginning-of-year | 2019-01-01 | 12 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 15 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 1 |
Total of all active and inactive participants | 2019-01-01 | 16 |
Total participants | 2019-01-01 | 16 |
Number of participants with account balances | 2019-01-01 | 11 |
2018: SHEPHERD DATA SERVICES, INC. 401K SAVINGS PLAN 2018 401k membership |
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Total participants, beginning-of-year | 2018-01-01 | 14 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 11 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 1 |
Total of all active and inactive participants | 2018-01-01 | 12 |
Total participants | 2018-01-01 | 12 |
Number of participants with account balances | 2018-01-01 | 7 |
2017: SHEPHERD DATA SERVICES, INC. 401K SAVINGS PLAN 2017 401k membership |
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Total participants, beginning-of-year | 2017-01-01 | 14 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 14 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 1 |
Total of all active and inactive participants | 2017-01-01 | 15 |
Total participants | 2017-01-01 | 15 |
Number of participants with account balances | 2017-01-01 | 9 |
2016: SHEPHERD DATA SERVICES, INC. 401K SAVINGS PLAN 2016 401k membership |
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Total participants, beginning-of-year | 2016-01-01 | 14 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 14 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 1 |
Total of all active and inactive participants | 2016-01-01 | 15 |
Total participants | 2016-01-01 | 15 |
Number of participants with account balances | 2016-01-01 | 10 |
2015: SHEPHERD DATA SERVICES, INC. 401K SAVINGS PLAN 2015 401k membership |
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Total participants, beginning-of-year | 2015-01-01 | 0 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 12 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 1 |
Total of all active and inactive participants | 2015-01-01 | 13 |
Total participants | 2015-01-01 | 13 |
Number of participants with account balances | 2015-01-01 | 11 |
Measure | Date | Value |
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2021 : SHEPHERD DATA SERVICES, INC. 401K SAVINGS PLAN 2021 401k financial data |
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Total income from all sources | 2021-12-31 | $114,172 |
Expenses. Total of all expenses incurred | 2021-12-31 | $3,150 |
Total plan assets at end of year | 2021-12-31 | $330,772 |
Total plan assets at beginning of year | 2021-12-31 | $219,750 |
Value of fidelity bond covering the plan | 2021-12-31 | $30,000 |
Total contributions received or receivable from participants | 2021-12-31 | $77,165 |
Other income received | 2021-12-31 | $37,007 |
Net income (gross income less expenses) | 2021-12-31 | $111,022 |
Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $330,772 |
Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $219,750 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $3,150 |
2020 : SHEPHERD DATA SERVICES, INC. 401K SAVINGS PLAN 2020 401k financial data |
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Total income from all sources | 2020-12-31 | $86,263 |
Expenses. Total of all expenses incurred | 2020-12-31 | $19,280 |
Benefits paid (including direct rollovers) | 2020-12-31 | $16,958 |
Total plan assets at end of year | 2020-12-31 | $219,750 |
Total plan assets at beginning of year | 2020-12-31 | $152,767 |
Value of fidelity bond covering the plan | 2020-12-31 | $30,000 |
Total contributions received or receivable from participants | 2020-12-31 | $60,979 |
Other income received | 2020-12-31 | $25,284 |
Net income (gross income less expenses) | 2020-12-31 | $66,983 |
Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $219,750 |
Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $152,767 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $2,322 |
2019 : SHEPHERD DATA SERVICES, INC. 401K SAVINGS PLAN 2019 401k financial data |
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Total income from all sources | 2019-12-31 | $86,668 |
Expenses. Total of all expenses incurred | 2019-12-31 | $4,050 |
Benefits paid (including direct rollovers) | 2019-12-31 | $2,733 |
Total plan assets at end of year | 2019-12-31 | $152,767 |
Total plan assets at beginning of year | 2019-12-31 | $70,149 |
Value of fidelity bond covering the plan | 2019-12-31 | $15,000 |
Total contributions received or receivable from participants | 2019-12-31 | $33,168 |
Contributions received from other sources (not participants or employers) | 2019-12-31 | $34,766 |
Other income received | 2019-12-31 | $18,734 |
Net income (gross income less expenses) | 2019-12-31 | $82,618 |
Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $152,767 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $70,149 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $1,317 |
2018 : SHEPHERD DATA SERVICES, INC. 401K SAVINGS PLAN 2018 401k financial data |
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Total income from all sources | 2018-12-31 | $9,257 |
Expenses. Total of all expenses incurred | 2018-12-31 | $10,289 |
Benefits paid (including direct rollovers) | 2018-12-31 | $8,865 |
Total plan assets at end of year | 2018-12-31 | $70,149 |
Total plan assets at beginning of year | 2018-12-31 | $71,181 |
Value of fidelity bond covering the plan | 2018-12-31 | $15,000 |
Total contributions received or receivable from participants | 2018-12-31 | $14,752 |
Other income received | 2018-12-31 | $-5,495 |
Net income (gross income less expenses) | 2018-12-31 | $-1,032 |
Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $70,149 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $71,181 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $1,424 |
2017 : SHEPHERD DATA SERVICES, INC. 401K SAVINGS PLAN 2017 401k financial data |
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Total income from all sources | 2017-12-31 | $23,555 |
Expenses. Total of all expenses incurred | 2017-12-31 | $6,135 |
Benefits paid (including direct rollovers) | 2017-12-31 | $4,866 |
Total plan assets at end of year | 2017-12-31 | $71,181 |
Total plan assets at beginning of year | 2017-12-31 | $53,761 |
Value of fidelity bond covering the plan | 2017-12-31 | $15,000 |
Total contributions received or receivable from participants | 2017-12-31 | $14,914 |
Other income received | 2017-12-31 | $8,641 |
Net income (gross income less expenses) | 2017-12-31 | $17,420 |
Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $71,181 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $53,761 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $1,269 |
2016 : SHEPHERD DATA SERVICES, INC. 401K SAVINGS PLAN 2016 401k financial data |
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Total income from all sources | 2016-12-31 | $19,643 |
Expenses. Total of all expenses incurred | 2016-12-31 | $11,768 |
Benefits paid (including direct rollovers) | 2016-12-31 | $10,110 |
Total plan assets at end of year | 2016-12-31 | $53,761 |
Total plan assets at beginning of year | 2016-12-31 | $45,886 |
Value of fidelity bond covering the plan | 2016-12-31 | $15,000 |
Total contributions received or receivable from participants | 2016-12-31 | $16,489 |
Other income received | 2016-12-31 | $3,154 |
Net income (gross income less expenses) | 2016-12-31 | $7,875 |
Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $53,761 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $45,886 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $1,658 |
2015 : SHEPHERD DATA SERVICES, INC. 401K SAVINGS PLAN 2015 401k financial data |
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Total income from all sources | 2015-12-31 | $46,604 |
Expenses. Total of all expenses incurred | 2015-12-31 | $718 |
Total plan assets at end of year | 2015-12-31 | $45,886 |
Total contributions received or receivable from participants | 2015-12-31 | $36,723 |
Contributions received from other sources (not participants or employers) | 2015-12-31 | $11,384 |
Other income received | 2015-12-31 | $-1,503 |
Net income (gross income less expenses) | 2015-12-31 | $45,886 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $45,886 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $718 |
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 ) |
Policy contract number | 805958-000 |
Policy instance | 1 |
Insurance contract or identification number | 805958-000 | Number of Individuals Covered | 13 | Insurance policy end date | 2021-12-31 | Total amount of commissions paid to insurance broker | USD $1,365 | Total amount of fees paid to insurance company | USD $138 | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $1,365 | Insurance broker organization code? | 3 | Amount paid for insurance broker fees | 138 |
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TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 ) |
Policy contract number | 805958-000 |
Policy instance | 1 |
Insurance contract or identification number | 805958-000 | Number of Individuals Covered | 10 | Insurance policy end date | 2020-12-31 | Total amount of commissions paid to insurance broker | USD $829 | Total amount of fees paid to insurance company | USD $84 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $829 | Insurance broker organization code? | 3 | Amount paid for insurance broker fees | 84 |
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TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 ) |
Policy contract number | 805958-000 |
Policy instance | 1 |
Insurance contract or identification number | 805958-000 | Number of Individuals Covered | 11 | Insurance policy end date | 2019-12-31 | Total amount of commissions paid to insurance broker | USD $449 | Total amount of fees paid to insurance company | USD $45 | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $449 | Insurance broker organization code? | 3 | Amount paid for insurance broker fees | 45 |
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TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 ) |
Policy contract number | 805958-000 |
Policy instance | 1 |
Insurance contract or identification number | 805958-000 | Number of Individuals Covered | 8 | Insurance policy end date | 2018-12-31 | Total amount of commissions paid to insurance broker | USD $367 | Total amount of fees paid to insurance company | USD $37 | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $367 | Insurance broker organization code? | 3 | Amount paid for insurance broker fees | 37 |
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TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 ) |
Policy contract number | 805958-000 |
Policy instance | 1 |
Insurance contract or identification number | 805958-000 | Number of Individuals Covered | 14 | Insurance policy end date | 2017-12-31 | Total amount of commissions paid to insurance broker | USD $304 | Total amount of fees paid to insurance company | USD $31 | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $304 | Insurance broker organization code? | 3 | Amount paid for insurance broker fees | 31 | Insurance broker name | PETERSON WHITAKER & BJORK LLC |
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