Plan Snapshot
- Plan Sponsor: James E. Sheppard & Associates, INC.
- Sponsor EIN: 582263853
- Sponsor Address: 6455 E. JOHNS CROSSING, SUITE 275, JOHNS CREEK, GA, 30097
- Plan Type: DC
- Plan Number: 001
- Total Participants: 5
- Total Assets: $1.7M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 5 | $1.7M | $0 | $0 |
| 2023 | 4 | $661,084 | $0 | $0 |
| 2022 | 1 | $753,027 | $0 | $0 |
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