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  2. Jon Shepherd Insurance Agency Inc

Filings through Oct 24, 2026.

Jon Shepherd Insurance Agency Inc

EIN 56-2575799-Finance and Insurance-Latest filing 2025
Plans
1
Retirement
1
$215K assets
Health & Benefits
0
Participants
4
3844 E FOOTHILL BLVD, STE B - PASADENA, CA 91107626-395-7220jonshepherdins.comLinkedIn1-10 employees
Plans on this EIN
1 filing
#001401(k)-$215K - 4 part

Plan summaries

The plan page shows fees vs peers, audit grade, asset history, contributions and Schedule C providers.

Retirement#001

JON SHEPHERD INSURANCE AGENCY INC. 401K PLAN

401(k)

Assets$215K
Participants4
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
This company has one plan on file. Open the plan page to see all of its data.

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001JON SHEPHERD INSURANCE AGENCY INC. 401K PLAN401(k)$215K42025
  • JON SHEPHERD INSURANCE AGENCY INC. 401K PLAN$215K
    #001 · 401(k) · 20254
Retirement plans
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