SHEPARD FINANCIAL INDEPENDANCE 401K PLAN

[ EIN: 45-4240707 | Plan No. 001 ]

Form 5500 filing classifies SHEPARD FINANCIAL INDEPENDANCE 401K PLAN as a 401(k) plan, sponsored by SHEPARD FINANCIAL. The plan is a Small Plan with 5 participants and total assets of $190,090 reported for the 2024 plan year.

These filings allow insight into employer-sponsored plan structure, participation levels, and financial data.

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Plan Sponsor: SHEPARD FINANCIAL

Location: 701 US ROUTE 1 STE 4, YARMOUTH, ME 04096

EIN: 454240707

Plan Number: 001

Plan Year: 2024

Plan Size: Small Plan

Plan Entity Type: Defined Contribution

Plan Type: 401(k)

Participants: 5

Total Assets: $190,090

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