Shamrock Cabinet And Fixture Corporation 401(K) Profit Sharing Plan — Form 5500 plan (Shamrock Cabinet & Fixture 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 Cabinet And Fixture Corporation 401(K) Profit Sharing Plan is a benefit plan reported by Shamrock Cabinet & Fixture Corporation under EIN 43-0910644 and plan number 001. The latest loaded filing year is 2023. The filing reports 124 participants and $5,577,731 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Shamrock Cabinet & Fixture Corporation
- EIN
- 43-0910644
- Plan number
- 001
- Plan type
- 2
- Location
- Raytown, MO
- Latest filing year
- 2023
- Participants
- 124
- End-of-year plan assets
- $5,577,731
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 124 | H, C | 20240723072108NAL0007064403001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,577,731
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,577,731
- Net assets (BOY)
- $4,680,203
Income & contributions
- Employer contributions
- $407,211
- Participant contributions
- $343,268
- Total contributions
- $840,413
- Total income / additions
- $1,603,459
Expenses & distributions
- Benefits paid
- $671,202
- Administrative expenses
- $32,790
- Total expenses
- $705,931
- Net increase / (decrease)
- $897,528
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $20,922 | not reported in the loaded dataset | 2023 |
| Shepard Wealth Management LLC | ADVISOR | $11,868 | not reported in the loaded dataset | 2023 |