Plan5500

Western Shamrock Corporation — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Western Shamrock Corporation (EIN 75-2225967) is a plan sponsor located in San Angelo, TX with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
75-2225967
Location
San Angelo, TX
Loaded plans
2
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Western Shamrock Corporation

  • 2 loaded plans hold $0 in reported assets.
  • Plans cover 846 reported participants.
  • 1 of 2 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$3.3MSummed across loaded plans$3,288,283
Total reported assets$0
Total reported participants846
Total reported liabilities$0

Reported net position

Contributions & income
Employer contributions$113.6K
Participant contributions$299K
Total income / additions$926.1K
Expenses & distributions
Benefits paid / distributions$226.9K
Total expenses$245.6K
Net increase / (decrease)$680.5K

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation1 / 2 (50%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Participants per plan423Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Western Shamrock Corporation 401(K) Plan$0
    Plan #002 · 425 participants · 2023
  2. 2
    Western Shamrock Wrap Benefit Plannot reported in the loaded dataset
    Plan #501 · 421 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Western Shamrock Corporation. Open one for its full reported snapshot.

  1. 2023
    Western Shamrock Wrap Benefit Plan421 participants · 2No schedules
    View filing →
  2. 2023
    Western Shamrock Corporation 401(K) Plan425 participants · 2Sch HSch C
    View filing →
  3. 2023
    Western Shamrock Corporation 401(K) Plan440 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Western Shamrock Corporation report on Form 5500?
Western Shamrock Corporation (EIN 75-2225967) reports 2 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Western Shamrock Corporation?
The Employer Identification Number (EIN) reported for Western Shamrock Corporation is 75-2225967.
What is the latest Form 5500 filing year for Western Shamrock Corporation?
The latest loaded Form 5500 filing year for Western Shamrock Corporation is 2023.

Related Form 5500 pages