2023 Form 5500 filing — Shamrock Trading Corporation Esop Retirement 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 20240916145124NAL0000702259001) for Shamrock Trading Corporation Esop Retirement Plan, reported by Shamrock Trading Corporation under EIN 20-3564413 and plan number 002. It reports 1,393 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$84.2MReported net assets$84,152,537
Participants1.4K1,393
Provider compensationNone reported
Schedules filedSchedule HLoaded schedules
- EFAST2 acknowledgement
- 20240916145124NAL0000702259001
- Plan sponsor
- Shamrock Trading Corporation
- EIN
- 20-3564413
- Plan number
- 002
- Location
- Overland Park, KS
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$84.2M total assets
Net assets$84.2MLiabilities$0
Full reported line items
- Total assets (EOY)
- $84,152,537
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $84,152,537
- Total income / additions
- $15,981,839
- Benefits paid
- $1,427,436
- Administrative expenses
- $252
- Total expenses
- $1,427,688
- Net increase / (decrease)
- $14,554,151