A. H. SHEPHERD ASSOCIATES, INC. PROFIT SHARING 401(K) PLAN

[ EIN: 04-2457407 | Plan No. 001 ]

The A. H. SHEPHERD ASSOCIATES, INC. PROFIT SHARING 401(K) PLAN plan, sponsored by A. H. SHEPHERD ASSOCIATES, INC., is listed in Form 5500 data as a 401(k) plan. The filing reports 12 participants and total assets of $2,978,615 for plan year 2024.

Form 5500 filings provide transparency into participant counts, financial structure, and compliance reporting.

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Plan Sponsor: A. H. SHEPHERD ASSOCIATES, INC.

Location: 22 WOBURN STREET, READING, MA 01867

EIN: 042457407

Plan Number: 001

Plan Year: 2024

Plan Size: Small Plan

Plan Entity Type: Defined Contribution

Plan Type: 401(k)

Participants: 12

Total Assets: $2,978,615

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