2023 Form 5500 filing — Shamrock Environmental Corporation Retirement 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 20241002091105NAL0014016880001) for Shamrock Environmental Corporation Retirement Plan, reported by Shamrock Environmental Corporation under EIN 56-1885383 and plan number 001. It reports 435 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241002091105NAL0014016880001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Shamrock Environmental Corporation
- EIN
- 56-1885383
- Plan number
- 001
- Location
- Browns Summit, NC
- Participants
- 435
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,511,341
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,511,341
- Employer contributions
- $521,819
- Participant contributions
- $1,268,370
- Total income / additions
- $3,254,752
- Benefits paid
- $1,158,165
- Administrative expenses
- $44,006
- Total expenses
- $1,212,451
- Net increase / (decrease)
- $2,042,301
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Edward Jones | INVESTMENT ADVISOR | $30,456 | not reported in the loaded dataset |
| Trinity Pension Group, LLC | CONTRACT ADMIN | $14,313 | not reported in the loaded dataset |
| Capital Group Retirement Plan Svcs | RECORD KEEPER | $3,737 | $0 |