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 Home Loans, Inc. 401(K) Plan is a benefit plan reported by Shamrock Home Loans, Inc. under EIN 05-0447801 and plan number 001. The latest loaded filing year is 2023. The filing reports 131 participants and $5,525,556 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,525,556
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,525,556
- Net assets (BOY)
- $4,862,005
Income & contributions
- Participant contributions
- $450,094
- Total contributions
- $459,976
- Total income / additions
- $1,375,434
Expenses & distributions
- Benefits paid
- $615,030
- Administrative expenses
- $96,853
- Total expenses
- $711,883
- Net increase / (decrease)
- $663,551