2023 Form 5500 filing — Shamrock Cabinet And Fixture Corporation 401(K) Profit Sharing Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240723072108NAL0007064403001) for Shamrock Cabinet And Fixture Corporation 401(K) Profit Sharing Plan, reported by Shamrock Cabinet & Fixture Corporation under EIN 43-0910644 and plan number 001. It reports 124 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240723072108NAL0007064403001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Shamrock Cabinet & Fixture Corporation
- EIN
- 43-0910644
- Plan number
- 001
- Location
- Raytown, MO
- Participants
- 124
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,577,731
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,577,731
- Employer contributions
- $407,211
- Participant contributions
- $343,268
- Total income / additions
- $1,603,459
- Benefits paid
- $671,202
- Administrative expenses
- $32,790
- Total expenses
- $705,931
- Net increase / (decrease)
- $897,528
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $20,922 | not reported in the loaded dataset |
| Shepard Wealth Management LLC | ADVISOR | $11,868 | not reported in the loaded dataset |