Civic Intelligence

Shamrock Management LLC

Plan context: Shamrock Management LLC 401(K) Plan

EIN 27-2429922 • Vadnais Heights, MN • 6 filings • 1 plans

P.O. Box 270995Vadnais Heights, MN 55127
Current Snapshot

Latest Year

2020

2020 Participants

2

2020 Assets

$422,838

2020 Contributions

$66,427

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$422,838$211,419$0201520182020YearValue
$422,838Latest year 2020

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

420201520182020YearValue
2Latest year 2020

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
202012$422,838$66,427$33,214iApproximate average salary by contribution assumption: employee only about $830,338 at 4% or $553,558 at 6%; with 50% employer match about $553,558 at 4% or $369,039 at 6%; with 100% employer match about $415,169 at 4% or $276,779 at 6%.
Shamrock Management LLC 401(K) Plan-2$422,838$66,427$33,214iApproximate average salary by contribution assumption: employee only about $830,338 at 4% or $553,558 at 6%; with 50% employer match about $553,558 at 4% or $369,039 at 6%; with 100% employer match about $415,169 at 4% or $276,779 at 6%.
201914$376,694$67,374$16,844iApproximate average salary by contribution assumption: employee only about $421,088 at 4% or $280,725 at 6%; with 50% employer match about $280,725 at 4% or $187,150 at 6%; with 100% employer match about $210,544 at 4% or $140,363 at 6%.
Shamrock Management LLC 401(K) Plan-4$376,694$67,374$16,844iApproximate average salary by contribution assumption: employee only about $421,088 at 4% or $280,725 at 6%; with 50% employer match about $280,725 at 4% or $187,150 at 6%; with 100% employer match about $210,544 at 4% or $140,363 at 6%.
201814$310,739$49,000$12,250iApproximate average salary by contribution assumption: employee only about $306,250 at 4% or $204,167 at 6%; with 50% employer match about $204,167 at 4% or $136,111 at 6%; with 100% employer match about $153,125 at 4% or $102,083 at 6%.
Shamrock Management LLC 401(K) Plan-4$310,739$49,000$12,250iApproximate average salary by contribution assumption: employee only about $306,250 at 4% or $204,167 at 6%; with 50% employer match about $204,167 at 4% or $136,111 at 6%; with 100% employer match about $153,125 at 4% or $102,083 at 6%.
201714$295,455$94,206$23,552iApproximate average salary by contribution assumption: employee only about $588,788 at 4% or $392,525 at 6%; with 50% employer match about $392,525 at 4% or $261,683 at 6%; with 100% employer match about $294,394 at 4% or $196,263 at 6%.
Shamrock Management LLC 401(K) Plan-4$295,455$94,206$23,552iApproximate average salary by contribution assumption: employee only about $588,788 at 4% or $392,525 at 6%; with 50% employer match about $392,525 at 4% or $261,683 at 6%; with 100% employer match about $294,394 at 4% or $196,263 at 6%.
201614$170,308$96,991$24,248iApproximate average salary by contribution assumption: employee only about $606,194 at 4% or $404,129 at 6%; with 50% employer match about $404,129 at 4% or $269,419 at 6%; with 100% employer match about $303,097 at 4% or $202,065 at 6%.
Shamrock Management LLC 401(K) Plan-4$170,308$96,991$24,248iApproximate average salary by contribution assumption: employee only about $606,194 at 4% or $404,129 at 6%; with 50% employer match about $404,129 at 4% or $269,419 at 6%; with 100% employer match about $303,097 at 4% or $202,065 at 6%.
201514$90,460$94,206$23,552iApproximate average salary by contribution assumption: employee only about $588,788 at 4% or $392,525 at 6%; with 50% employer match about $392,525 at 4% or $261,683 at 6%; with 100% employer match about $294,394 at 4% or $196,263 at 6%.
Shamrock Management LLC 401(K) Plan-4$90,460$94,206$23,552iApproximate average salary by contribution assumption: employee only about $588,788 at 4% or $392,525 at 6%; with 50% employer match about $392,525 at 4% or $261,683 at 6%; with 100% employer match about $294,394 at 4% or $196,263 at 6%.