Shamrock Foods Company 401(K) Plan And Trust — Form 5500 plan (Shamrock Foods Company)

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 Foods Company 401(K) Plan And Trust is a benefit plan reported by Shamrock Foods Company under EIN 86-0209968 and plan number 005. The latest loaded filing year is 2023. The filing reports 6,875 participants and $393,150,337 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Shamrock Foods Company
EIN
86-0209968
Plan number
005
Plan type
2
Location
Phoenix, AZ
Latest filing year
2023
Participants
6,875
End-of-year plan assets
$393,150,337

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20236,875H, C20241011120305NAL0044227282001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$393,150,337
Total liabilities (EOY)
$0
Net assets (EOY)
$393,150,337
Net assets (BOY)
$324,186,447

Income & contributions

Employer contributions
$19,737,878
Participant contributions
$33,207,083
Total contributions
$58,377,883
Total income / additions
$113,002,898

Expenses & distributions

Benefits paid
$43,296,168
Administrative expenses
$686,133
Total expenses
$44,039,008
Net increase / (decrease)
$68,963,890

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$473,796$02023
Mercer Global AdvisorsINVESTMENT ADVISOR$195,557not reported in the loaded dataset2023
Cbiz Cpas, P.C.ACCOUNTANT/AUDITOR$16,780not reported in the loaded dataset2023

Related Form 5500 pages