Plan Snapshot
- Plan Sponsor: Joseph L. Shepard
- Sponsor EIN: 621655112
- Sponsor Address: 172 VAQUERO DRIVE, PIPE CREEK, TX, 78063
- Plan Type: DC
- 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 |