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, Gaddie Shamrock 401(K) Retirement Savings Plan is a benefit plan reported by Gaddie Shamrock, LLC under EIN 61-1002587 and plan number 001. The latest loaded filing year is 2023. The filing reports 183 participants and $4,577,250 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,577,250
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,577,250
- Net assets (BOY)
- $3,839,165
Income & contributions
- Employer contributions
- $80,519
- Participant contributions
- $272,079
- Total contributions
- $352,598
- Total income / additions
- $815,501
Expenses & distributions
- Benefits paid
- $76,656
- Administrative expenses
- $760
- Total expenses
- $77,416
- Net increase / (decrease)
- $738,085