Shamrock Trading Corporation 401(K) Profit Sharing Plan — Form 5500 plan (Shamrock Trading Corporation)
Plain-English plan 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, Shamrock Trading Corporation 401(K) Profit Sharing Plan is a benefit plan reported by Shamrock Trading Corporation under EIN 20-3564413 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,324 participants and $94,116,449 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Shamrock Trading Corporation
- EIN
- 20-3564413
- Plan number
- 001
- Plan type
- 2
- Location
- Overland Park, KS
- Latest filing year
- 2023
- Participants
- 2,324
- End-of-year plan assets
- $94,116,449
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,324 | H, C | 20240916113358NAL0001410977001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $94,116,449
- Total liabilities (EOY)
- $740
- Net assets (EOY)
- $94,115,709
- Net assets (BOY)
- $68,102,017
Income & contributions
- Employer contributions
- $6,041,126
- Participant contributions
- $10,640,940
- Total contributions
- $18,494,195
- Total income / additions
- $29,072,231
Expenses & distributions
- Benefits paid
- $3,174,987
- Administrative expenses
- $83,045
- Total expenses
- $3,258,032
- Net increase / (decrease)
- $25,814,199
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Mhm Retirement Plan Solutions | THIRD PARTY ADMIN | $53,285 | $0 | 2023 |
| Merrill Lynch, Pierce Fenner & Smit | RECORDKEEPER | $20,060 | $0 | 2023 |
| Pickett, Chaney & Mcmullen Llp | ACCOUNTANT | $9,700 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Shamrock Trading Corporation
- 2023 Form 5500 filing
- Form 5500 filings in KS
- 401(k) and benefit plan filings in Overland Park, KS
- Mhm Retirement Plan Solutions — Schedule C compensation
- Merrill Lynch, Pierce Fenner & Smit — Schedule C compensation
- Pickett, Chaney & Mcmullen Llp — Schedule C compensation