Shepard Insurance Group Inc

Registered In: Montana
Incorporation Date: 07/30/2018
Registration Type: Foreign
Foreign Jurisdiction: Connecticut
Company Type: Foreign Profit Corporation
Status: Active-Good Standing
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C T Corporation System Registered Agent

3011 AMERICAN WAY, MISSOULA, MT 59808

1700 E PUTNAM AVE STE 203, OLD GREENWICH, CT 06870 View Map

Financial Information for Shepard Insurance Group Inc

Form 5500

SHEPARD INSURANCE GROUP, INC.

1700 East Putnam Ave. STE 203, Old Greenwich, Ct 06870 (203) 661-6655 EIN:06-1092248 Plan Admin:Steven Shepard

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameSHEPARD INSURANCE GROUP, INC. PROFIT SHARING 401(K) PLAN Plan #001 Participants BOY/EOY12 / 12 Assets BOY/EOY$2,311,885 / $2,965,655	2023	SHEPARD INSURANCE GROUP, INC. PROFIT SHARING 401(K) PLAN - Plan #001	12 / 12	$2,311,885 / $2,965,655
2023	Plan NameSHEPARD INSURANCE GROUP, INC. PENSION PLAN Plan #002 Participants BOY/EOY8 / 10 Assets BOY/EOY$453,090 / $655,063	2023	SHEPARD INSURANCE GROUP, INC. PENSION PLAN - Plan #002	8 / 10	$453,090 / $655,063
2022	Plan NameSHEPARD INSURANCE GROUP, INC. PROFIT SHARING 401(K) PLAN Plan #001 Participants BOY/EOY12 / 13 Assets BOY/EOY$3,819,448 / $2,311,885	2022	SHEPARD INSURANCE GROUP, INC. PROFIT SHARING 401(K) PLAN - Plan #001	12 / 13	$3,819,448 / $2,311,885
2022	Plan NameSHEPARD INSURANCE GROUP, INC. PENSION PLAN Plan #002 Participants BOY/EOY8 / 8 Assets BOY/EOY$388,550 / $453,090	2022	SHEPARD INSURANCE GROUP, INC. PENSION PLAN - Plan #002	8 / 8	$388,550 / $453,090
2021	Plan NameSHEPARD INSURANCE GROUP, INC. PROFIT SHARING 401(K) PLAN Plan #001 Participants BOY/EOY9 / 10 Assets BOY/EOY$3,428,509 / $3,819,448	2021	SHEPARD INSURANCE GROUP, INC. PROFIT SHARING 401(K) PLAN - Plan #001	9 / 10	$3,428,509 / $3,819,448
2021	Plan NameSHEPARD INSURANCE GROUP, INC. PENSION PLAN Plan #002 Participants BOY/EOY7 / 7 Assets BOY/EOY$141,492 / $388,550	2021	SHEPARD INSURANCE GROUP, INC. PENSION PLAN - Plan #002	7 / 7	$141,492 / $388,550
2020	Plan NameSHEPARD INSURANCE GROUP, INC. PROFIT SHARING 401(K) PLAN Plan #001 Participants BOY/EOY10 / 10 Assets BOY/EOY$2,968,908 / $3,428,509	2020	SHEPARD INSURANCE GROUP, INC. PROFIT SHARING 401(K) PLAN - Plan #001	10 / 10	$2,968,908 / $3,428,509
2020	Plan NameSHEPARD INSURANCE GROUP, INC. PENSION PLAN Plan #002 Participants BOY/EOY7 / 7 Assets BOY/EOY$0 / $141,492	2020	SHEPARD INSURANCE GROUP, INC. PENSION PLAN - Plan #002	7 / 7	$0 / $141,492
2019	Plan NameSHEPARD INSURANCE GROUP, INC. PROFIT SHARING 401(K) PLAN Plan #001 Participants BOY/EOY12 / 10 Assets BOY/EOY$2,445,592 / $2,968,908	2019	SHEPARD INSURANCE GROUP, INC. PROFIT SHARING 401(K) PLAN - Plan #001	12 / 10	$2,445,592 / $2,968,908

Benefit & Retirement Plans based on Form 5500.

PPP Loans

SHEPARD INSURANCE GROUP, INC.

1700 E Putnam Ave Suite 203, OLD GREENWICH, CT 06870-1321 Industry:Insurance Agencies and Brokerages

Loan Date	Approved	Forgiven	Lender	Jobs
04/09/2020	Approved$172,400 Forgiven$173,432 LenderManufacturers and Traders Trust Company Jobs8	04/09/2020	$172,400	$173,432	Manufacturers and Traders Trust Company	8

PPP Loans based on Paycheck Protection Program.

Address Match:1700 E Putnam Ave Ste 203 Old Greenwich, CT

Shepard Insurance Group, Inc. Registered in Massachusetts	Old Greenwich, CT		View Report
Shepard Insurance Group, Inc. Registered in Connecticut	Old Greenwich, CT		View Report

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The following government agencies have contributed data:

Montana Secretary of State U.S. Department of Labor U.S. Small Business Administration

Company Summary

Financial Information for Shepard Insurance Group Inc

SHEPARD INSURANCE GROUP, INC.

SHEPARD INSURANCE GROUP, INC.