2023 Form 5500 filing — Shamrock Farms Company Profit Sharing 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 20241014105351NAL0014796051001) for Shamrock Farms Company Profit Sharing Plan And Trust, reported by Shamrock Farms Company under EIN 86-0274102 and plan number 001. It reports 126 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$2.4MReported net assets$2,427,963
Participants126
Provider compensation$10.8K1 Schedule C row(s)$10,758
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241014105351NAL0014796051001
Plan sponsor
Shamrock Farms Company
EIN
86-0274102
Plan number
001
Location
Pheonix, AZ
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
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)$2.4M total assets
Net assets$2.4MLiabilities$0
Money in vs. money out
Total income / additions$455K
Total expenses$193.3K
Benefits paid / distributions$182.2K
Contributions
Employer$51.8K
Participant$131.5K
Full reported line items
Total assets (EOY)
$2,427,963
Total liabilities (EOY)
$0
Net assets (EOY)
$2,427,963
Employer contributions
$51,818
Participant contributions
$131,466
Total income / additions
$455,013
Benefits paid
$182,209
Administrative expenses
$11,100
Total expenses
$193,309
Net increase / (decrease)
$261,704
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    RECORDKEEPER · Direct $10.8K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241014105351NAL0014796051001 cover?
It is the 2023 Form 5500 filing for Shamrock Farms Company Profit Sharing Plan And Trust, reported by Shamrock Farms Company (EIN 86-0274102).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages