# Joseph L. Shepard DC Plan
Source: https://planprovider.pro/companies/joseph-l-shepard-621655112-002

> Joseph L. Shepard's DC plan: 2 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** Joseph L. Shepard

- **Sponsor EIN:** 621655112

- **Sponsor Address:** 172 VAQUERO DRIVE, PIPE CREEK, TX, 78063

- **Plan Type:** DC

- **Plan Number:** 002

- **Total Participants:** 2

- **Total Assets:** $5.1M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2025|2|$5.1M|$0|$0|

| 2024|1|$4.9M|$0|$0|

| 2023|1|$4.9M|$0|$0|

| 2022|1|$5.3M|$8,926|$0|

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