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C. M. & W. O. SHEPPARD, INC. PROFIT SHARING PLAN 401k Plan overview

Plan NameC. M. & W. O. SHEPPARD, INC. PROFIT SHARING PLAN
Plan identification number 001

C. M. & W. O. SHEPPARD, INC. PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

C. M. & W. O. SHEPPARD, INC. has sponsored the creation of one or more 401k plans.

Company Name:C. M. & W. O. SHEPPARD, INC.
Employer identification number (EIN):930674183
NAIC Classification:441228
NAIC Description:Motorcycle, ATV, and All Other Motor Vehicle Dealers

Additional information about C. M. & W. O. SHEPPARD, INC.

Jurisdiction of Incorporation: Oregon Secretary of State Corporations Division
Incorporation Date: 1976-11-23
Company Identification Number: 11812310
Legal Registered Office Address: 305 CASCADE

HOOD RIVER
United States of America (USA)
97031

More information about C. M. & W. O. SHEPPARD, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan C. M. & W. O. SHEPPARD, INC. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-12-01BEN SHEPPARD2024-02-05
0012021-12-01BEN SHEPPARD2023-03-01
0012020-12-01BEN SHEPPARD2022-06-29
0012019-12-01CRAIG SHEPPARD2021-05-19 CRAIG SHEPPARD2021-05-19
0012018-12-01CRAIG SHEPPARD2020-04-20
0012017-12-01CRAIG SHEPPARD2019-05-08 CRAIG SHEPPARD2019-05-08
0012016-12-01CRAIG SHEPPARD2018-02-19 CRAIG SHEPPARD2018-02-19
0012015-12-01CRAIG SHEPPARD2017-02-03 CRAIG SHEPPARD2017-02-03
0012014-12-01CRAIG SHEPPARD2016-02-24 CRAIG SHEPPARD2016-02-24
0012013-12-01CRAIG SHEPPARD2015-01-30 CRAIG SHEPPARD2015-01-30
0012012-12-01CRAIG SHEPPARD2014-02-04 CRAIG SHEPPARD2014-02-04
0012011-12-01CRAIG SHEPPARD2013-03-20
0012010-12-01CRAIG SHEPPARD2012-01-19

Financial Data on C. M. & W. O. SHEPPARD, INC. PROFIT SHARING PLAN

Measure Date Value
2025 : C. M. & W. O. SHEPPARD, INC. PROFIT SHARING PLAN 2025 401k financial data
Total liabilities as of the beginning of the plan year2025-07-290
Total expenses incurred by plan in this plan year2025-07-29392866
Net assets as of the end of the plan year2025-07-293609301
Total assets as of the beginning of the plan year2025-07-293304008
Other income to plan in this plan year2025-07-29618159
Plan net income in this plan year2025-07-29305293
Net assets as of the end of the plan year2025-07-293609301
Net assets as of the beginning of the plan year2025-07-293304008
Employer contributions to plan in this plan year2025-07-2980000
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-2921346

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