Plan Ledger DOL Form 5500 · updated monthly

Shamrock, Inc.401(k)

SHAMROCK, INC. 401(K) PLAN · HINSDALE, IL · plan year 2022

Plan assets · 2022
$858K

Shamrock, Inc.'s 2022 Form 5500 did not separately report plan administrative expenses, which is common where recordkeeping is paid through investment revenue-sharing or a master trust. The plan held $858,267 across 39 participant accounts. See methodology for what Form 5500 does and doesn't capture.

The plan sits in the under $1M size bracket, benchmarked here against 4,041 comparable plans and shown alongside other accommodation & food services employers. By assets it is among the smaller plans on file in Illinois (3,506th of 3,702), and 1,772nd of 2,240 in accommodation & food services.

Plan summary
Net assets, end of year$858,267
Participants with balances39
Active participants172
Employer contributions—
Employee contributions$23,749
Employer contribution per active participant—
Average account balance$22,007
Benefits paid to participants$76,045
Plan auditDisclaimer of opinion
AuditorSCHMIDT & KAYLOR, CPAS
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Source: U.S. Department of Labor, Form 5500 series, EIN 363440099 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.