2023 Form 5500 filing — Shamrock Foods Company 401(K) Plan And Trust
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 20241011120305NAL0044227282001) for Shamrock Foods Company 401(K) Plan And Trust, reported by Shamrock Foods Company under EIN 86-0209968 and plan number 005. It reports 6,875 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011120305NAL0044227282001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Shamrock Foods Company
- EIN
- 86-0209968
- Plan number
- 005
- Location
- Phoenix, AZ
- Participants
- 6,875
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $393,150,337
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $393,150,337
- Employer contributions
- $19,737,878
- Participant contributions
- $33,207,083
- Total income / additions
- $113,002,898
- Benefits paid
- $43,296,168
- Administrative expenses
- $686,133
- Total expenses
- $44,039,008
- Net increase / (decrease)
- $68,963,890
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $473,796 | $0 |
| Mercer Global Advisors | INVESTMENT ADVISOR | $195,557 | not reported in the loaded dataset |
| Cbiz Cpas, P.C. | ACCOUNTANT/AUDITOR | $16,780 | not reported in the loaded dataset |