2023 Form 5500 filing — Shamrock Trading Corporation 401(K) Profit Sharing 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 20240916113358NAL0001410977001) for Shamrock Trading Corporation 401(K) Profit Sharing Plan, reported by Shamrock Trading Corporation under EIN 20-3564413 and plan number 001. It reports 2,324 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240916113358NAL0001410977001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Shamrock Trading Corporation
- EIN
- 20-3564413
- Plan number
- 001
- Location
- Overland Park, KS
- Participants
- 2,324
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $94,116,449
- Total liabilities (EOY)
- $740
- Net assets (EOY)
- $94,115,709
- Employer contributions
- $6,041,126
- Participant contributions
- $10,640,940
- Total income / additions
- $29,072,231
- Benefits paid
- $3,174,987
- Administrative expenses
- $83,045
- Total expenses
- $3,258,032
- Net increase / (decrease)
- $25,814,199
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mhm Retirement Plan Solutions | THIRD PARTY ADMIN | $53,285 | $0 |
| Merrill Lynch, Pierce Fenner & Smit | RECORDKEEPER | $20,060 | $0 |
| Pickett, Chaney & Mcmullen Llp | ACCOUNTANT | $9,700 | $0 |