Logo

SHEPHERD DATA SERVICES, INC. 401K SAVINGS PLAN 401k Plan overview

Plan NameSHEPHERD DATA SERVICES, INC. 401K SAVINGS PLAN
Plan identification number 001

SHEPHERD DATA SERVICES, INC. 401K SAVINGS PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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.

401k Sponsoring company profile

SHEPHERD DATA SERVICES, INC. has sponsored the creation of one or more 401k plans.

Company Name:SHEPHERD DATA SERVICES, INC.
Employer identification number (EIN):460469044
NAIC Classification:515210
NAIC Description:Cable and Other Subscription Programming

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SHEPHERD DATA SERVICES, INC. 401K SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01CHRISTINE CHALSTROM2023-03-27 CHRISTINE CHALSTROM2023-03-27
0012021-01-01
0012021-01-01CHRISTINE CHALSTROM2022-10-24 CHRISTINE CHALSTROM2022-10-24
0012020-01-01CHRISTINE CHALSTROM2021-07-29 CHRISTINE CHALSTROM2021-07-29
0012019-01-01CHRISTINE CHALSTROM2020-10-08 CHRISTINE CHALSTROM2020-10-08
0012018-01-01CHRISTINE CHALSTROM2019-10-11 CHRISTINE CHALSTROM2019-10-11
0012017-01-01
0012016-01-01
0012015-01-01

Plan Statistics for SHEPHERD DATA SERVICES, INC. 401K SAVINGS PLAN

401k plan membership statisitcs for SHEPHERD DATA SERVICES, INC. 401K SAVINGS PLAN

Measure Date Value
2021: SHEPHERD DATA SERVICES, INC. 401K SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0114
Total number of active participants reported on line 7a of the Form 55002021-01-0115
Number of other retired or separated participants entitled to future benefits2021-01-012
Total of all active and inactive participants2021-01-0117
Total participants2021-01-0117
Number of participants with account balances2021-01-0113
2020: SHEPHERD DATA SERVICES, INC. 401K SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0115
Total number of active participants reported on line 7a of the Form 55002020-01-0112
Number of other retired or separated participants entitled to future benefits2020-01-012
Total of all active and inactive participants2020-01-0114
Total participants2020-01-0114
Number of participants with account balances2020-01-0110
2019: SHEPHERD DATA SERVICES, INC. 401K SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0112
Total number of active participants reported on line 7a of the Form 55002019-01-0115
Number of other retired or separated participants entitled to future benefits2019-01-011
Total of all active and inactive participants2019-01-0116
Total participants2019-01-0116
Number of participants with account balances2019-01-0111
2018: SHEPHERD DATA SERVICES, INC. 401K SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0114
Total number of active participants reported on line 7a of the Form 55002018-01-0111
Number of other retired or separated participants entitled to future benefits2018-01-011
Total of all active and inactive participants2018-01-0112
Total participants2018-01-0112
Number of participants with account balances2018-01-017
2017: SHEPHERD DATA SERVICES, INC. 401K SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0114
Total number of active participants reported on line 7a of the Form 55002017-01-0114
Number of other retired or separated participants entitled to future benefits2017-01-011
Total of all active and inactive participants2017-01-0115
Total participants2017-01-0115
Number of participants with account balances2017-01-019
2016: SHEPHERD DATA SERVICES, INC. 401K SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0114
Total number of active participants reported on line 7a of the Form 55002016-01-0114
Number of other retired or separated participants entitled to future benefits2016-01-011
Total of all active and inactive participants2016-01-0115
Total participants2016-01-0115
Number of participants with account balances2016-01-0110
2015: SHEPHERD DATA SERVICES, INC. 401K SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-010
Total number of active participants reported on line 7a of the Form 55002015-01-0112
Number of other retired or separated participants entitled to future benefits2015-01-011
Total of all active and inactive participants2015-01-0113
Total participants2015-01-0113
Number of participants with account balances2015-01-0111

Financial Data on SHEPHERD DATA SERVICES, INC. 401K SAVINGS PLAN

Measure Date Value
2021 : SHEPHERD DATA SERVICES, INC. 401K SAVINGS PLAN 2021 401k financial data
Total income from all sources2021-12-31$114,172
Expenses. Total of all expenses incurred2021-12-31$3,150
Total plan assets at end of year2021-12-31$330,772
Total plan assets at beginning of year2021-12-31$219,750
Value of fidelity bond covering the plan2021-12-31$30,000
Total contributions received or receivable from participants2021-12-31$77,165
Other income received2021-12-31$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
Total income from all sources2020-12-31$86,263
Expenses. Total of all expenses incurred2020-12-31$19,280
Benefits paid (including direct rollovers)2020-12-31$16,958
Total plan assets at end of year2020-12-31$219,750
Total plan assets at beginning of year2020-12-31$152,767
Value of fidelity bond covering the plan2020-12-31$30,000
Total contributions received or receivable from participants2020-12-31$60,979
Other income received2020-12-31$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
Total income from all sources2019-12-31$86,668
Expenses. Total of all expenses incurred2019-12-31$4,050
Benefits paid (including direct rollovers)2019-12-31$2,733
Total plan assets at end of year2019-12-31$152,767
Total plan assets at beginning of year2019-12-31$70,149
Value of fidelity bond covering the plan2019-12-31$15,000
Total contributions received or receivable from participants2019-12-31$33,168
Contributions received from other sources (not participants or employers)2019-12-31$34,766
Other income received2019-12-31$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
Total income from all sources2018-12-31$9,257
Expenses. Total of all expenses incurred2018-12-31$10,289
Benefits paid (including direct rollovers)2018-12-31$8,865
Total plan assets at end of year2018-12-31$70,149
Total plan assets at beginning of year2018-12-31$71,181
Value of fidelity bond covering the plan2018-12-31$15,000
Total contributions received or receivable from participants2018-12-31$14,752
Other income received2018-12-31$-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
Total income from all sources2017-12-31$23,555
Expenses. Total of all expenses incurred2017-12-31$6,135
Benefits paid (including direct rollovers)2017-12-31$4,866
Total plan assets at end of year2017-12-31$71,181
Total plan assets at beginning of year2017-12-31$53,761
Value of fidelity bond covering the plan2017-12-31$15,000
Total contributions received or receivable from participants2017-12-31$14,914
Other income received2017-12-31$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
Total income from all sources2016-12-31$19,643
Expenses. Total of all expenses incurred2016-12-31$11,768
Benefits paid (including direct rollovers)2016-12-31$10,110
Total plan assets at end of year2016-12-31$53,761
Total plan assets at beginning of year2016-12-31$45,886
Value of fidelity bond covering the plan2016-12-31$15,000
Total contributions received or receivable from participants2016-12-31$16,489
Other income received2016-12-31$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
Total income from all sources2015-12-31$46,604
Expenses. Total of all expenses incurred2015-12-31$718
Total plan assets at end of year2015-12-31$45,886
Total contributions received or receivable from participants2015-12-31$36,723
Contributions received from other sources (not participants or employers)2015-12-31$11,384
Other income received2015-12-31$-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

Form 5500 Responses for SHEPHERD DATA SERVICES, INC. 401K SAVINGS PLAN

2021: SHEPHERD DATA SERVICES, INC. 401K SAVINGS PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: SHEPHERD DATA SERVICES, INC. 401K SAVINGS PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: SHEPHERD DATA SERVICES, INC. 401K SAVINGS PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: SHEPHERD DATA SERVICES, INC. 401K SAVINGS PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: SHEPHERD DATA SERVICES, INC. 401K SAVINGS PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: SHEPHERD DATA SERVICES, INC. 401K SAVINGS PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: SHEPHERD DATA SERVICES, INC. 401K SAVINGS PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01First time form 5500 has been submittedYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number805958-000
Policy instance 1
Insurance contract or identification number805958-000
Number of Individuals Covered13
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $1,365
Total amount of fees paid to insurance companyUSD $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 BrokerUSD $1,365
Insurance broker organization code?3
Amount paid for insurance broker fees138
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number805958-000
Policy instance 1
Insurance contract or identification number805958-000
Number of Individuals Covered10
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $829
Total amount of fees paid to insurance companyUSD $84
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $829
Insurance broker organization code?3
Amount paid for insurance broker fees84
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number805958-000
Policy instance 1
Insurance contract or identification number805958-000
Number of Individuals Covered11
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $449
Total amount of fees paid to insurance companyUSD $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 BrokerUSD $449
Insurance broker organization code?3
Amount paid for insurance broker fees45
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number805958-000
Policy instance 1
Insurance contract or identification number805958-000
Number of Individuals Covered8
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $367
Total amount of fees paid to insurance companyUSD $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 BrokerUSD $367
Insurance broker organization code?3
Amount paid for insurance broker fees37
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number805958-000
Policy instance 1
Insurance contract or identification number805958-000
Number of Individuals Covered14
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $304
Total amount of fees paid to insurance companyUSD $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 BrokerUSD $304
Insurance broker organization code?3
Amount paid for insurance broker fees31
Insurance broker namePETERSON WHITAKER & BJORK LLC

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1