Shamrock Trading Corporation Esop Retirement 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 Esop Retirement Plan is a benefit plan reported by Shamrock Trading Corporation under EIN 20-3564413 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,393 participants and $84,152,537 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$84.2MPlan net assets, end of year$84,152,537
Participants1.4KCovered participants reported1,393
Assets / participant$60.4KComputed: assets ÷ participants$60,411 (computed)
Provider compensationNone reported
- Plan sponsor
- Shamrock Trading Corporation
- EIN
- 20-3564413
- Plan number
- 002
- Plan type
- 2
- Location
- Overland Park, KS
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,393 | H | 20240916145124NAL0000702259001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$84.2M total assets
Net assets$84.2MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $84,152,537
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $84,152,537
- Net assets (BOY)
- $69,797,879
Income & contributions
- Total contributions
- $5,250,056
- Total income / additions
- $15,981,839
Expenses & distributions
- Benefits paid
- $1,427,436
- Administrative expenses
- $252
- Total expenses
- $1,427,688
- Net increase / (decrease)
- $14,554,151
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.