Shamrock Environmental Corporation Retirement Plan — Form 5500 plan (Shamrock Environmental 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 Environmental Corporation Retirement Plan is a benefit plan reported by Shamrock Environmental Corporation under EIN 56-1885383 and plan number 001. The latest loaded filing year is 2023. The filing reports 435 participants and $10,511,341 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Shamrock Environmental Corporation
- EIN
- 56-1885383
- Plan number
- 001
- Plan type
- 2
- Location
- Browns Summit, NC
- Latest filing year
- 2023
- Participants
- 435
- End-of-year plan assets
- $10,511,341
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 435 | H, C | 20241002091105NAL0014016880001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,511,341
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,511,341
- Net assets (BOY)
- $8,469,040
Income & contributions
- Employer contributions
- $521,819
- Participant contributions
- $1,268,370
- Total contributions
- $1,796,513
- Total income / additions
- $3,254,752
Expenses & distributions
- Benefits paid
- $1,158,165
- Administrative expenses
- $44,006
- Total expenses
- $1,212,451
- Net increase / (decrease)
- $2,042,301
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Edward Jones | INVESTMENT ADVISOR | $30,456 | not reported in the loaded dataset | 2023 |
| Trinity Pension Group, LLC | CONTRACT ADMIN | $14,313 | not reported in the loaded dataset | 2023 |
| Capital Group Retirement Plan Svcs | RECORD KEEPER | $3,737 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Shamrock Environmental Corporation
- 2023 Form 5500 filing
- Form 5500 filings in NC
- 401(k) and benefit plan filings in Browns Summit, NC
- Edward Jones — Schedule C compensation
- Trinity Pension Group, LLC — Schedule C compensation
- Capital Group Retirement Plan Svcs — Schedule C compensation