2023 Form 5500 filing — Shamrock Home Loans, Inc. 401(K) 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 20240917175811NAL0001977347001) for Shamrock Home Loans, Inc. 401(K) Plan, reported by Shamrock Home Loans, Inc. under EIN 05-0447801 and plan number 001. It reports 131 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240917175811NAL0001977347001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Shamrock Home Loans, Inc.
- EIN
- 05-0447801
- Plan number
- 001
- Location
- Rumford, RI
- Participants
- 131
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,525,556
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,525,556
- Participant contributions
- $450,094
- Total income / additions
- $1,375,434
- Benefits paid
- $615,030
- Administrative expenses
- $96,853
- Total expenses
- $711,883
- Net increase / (decrease)
- $663,551
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Capital Wealth Management | NONE | $41,527 | not reported in the loaded dataset |
| Caron & Bletzer, Pllc | AUDITOR | $29,100 | not reported in the loaded dataset |
| Benefit Plan Admin Services, Inc. | RECORDKEEPER | $26,227 | $0 |