Howard Sheppard, Inc. 401(k) Plan: Login, Facts & Contact Information
Howard Sheppard, Inc. 401(k) Login
22 former Howard Sheppard, Inc. employees still have money in this plan.
Retirement plan providers can change. This information is from the plan's 2022 filing.
Howard Sheppard, Inc. 401(k) Plan Facts
Source: Form 5500 for plan year 2022 (Jan 1, 2022 – Dec 31, 2022), filed Oct 13, 2023. Public filing with the U.S. Department of Labor.
Money in and out in plan year 2022
- $1.02 million went into the plan in contributions, $248,182 of it from the employer (24%).
- $629,779 was paid out to participants.
- Administrative expenses were $31,785, about $172 per account.
How the Howard Sheppard, Inc. 401(k) changed, 2017–2022
| Plan year | Participants | Plan assets | Employer contributions | Benefits paid |
|---|---|---|---|---|
| 2017 | 334 | $1.60 million | $63,715 | $167,325 |
| 2018 | 325 | $1.67 million | $81,388 | $131,356 |
| 2019 | 346 | $2.08 million | $103,824 | $322,364 |
| 2020 | 353 | $2.64 million | $109,017 | $233,659 |
| 2021 | 368 | $2.55 million | $122,341 | $695,966 |
| 2022 | 537 | $8.71 million | $248,182 | $629,779 |
Howard Sheppard, Inc. 401(k) Contact Information
Questions about the Howard Sheppard, Inc. 401(k)
Does Howard Sheppard, Inc contribute to the 401(k)?
Yes. The plan reports an employer contribution arrangement. In plan year 2022 the employer contributed $248,182, 24% of all contributions.
Does the Howard Sheppard, Inc 401(k) have automatic enrollment?
No. The plan does not report automatic enrollment; employees enroll themselves.
How many people are in the Howard Sheppard, Inc 401(k) plan?
537 participants at the start of plan year 2022, 554 of them active employees, and 22 former employees who still had money in the plan.
What is the average 401(k) balance at Howard Sheppard, Inc?
About $47,062 per account: $8.71 million in plan assets across 185 accounts with a balance at the end of plan year 2022.
Who manages the Howard Sheppard, Inc 401(k) accounts?
Ascensus (listed on the filing as ROCKEFELLER CAPITAL MANAGEMENT) is the plan's recordkeeper, which is where participants log in to see their balance.
I no longer work at Howard Sheppard, Inc. How do I access my 401(k)?
Your account stays with Ascensus after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.