Civic Intelligence

SHAMROCK WEALTH MANAGEMENT, INC.

Plan context: SHAMROCK WEALTH MANAGEMENT 401(K) PLAN

EIN 47-5158448 • Lilydale, MN • 10 filings • 1 plans

991 Sibley Memorial HighwayLilydale, MN 55118
Current Snapshot

Latest Year

2025

2025 Participants

3

2025 Assets

$1,178,731

2025 Contributions

$63,374

Historical Graphs

Total Assets Over Time

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

$1,178,731$589,366$0201620212025YearValue
$1,178,731Latest year 2025

Participants Over Time

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

530201620212025YearValue
3Latest year 2025

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
202513$1,178,731$63,374$21,125iApproximate average salary by contribution assumption: employee only about $528,117 at 4% or $352,078 at 6%; with 50% employer match about $352,078 at 4% or $234,719 at 6%; with 100% employer match about $264,058 at 4% or $176,039 at 6%.
SHAMROCK WEALTH MANAGEMENT 401(K) PLAN-3$1,178,731$63,374$21,125iApproximate average salary by contribution assumption: employee only about $528,117 at 4% or $352,078 at 6%; with 50% employer match about $352,078 at 4% or $234,719 at 6%; with 100% employer match about $264,058 at 4% or $176,039 at 6%.
202413$924,125$62,320$20,773iApproximate average salary by contribution assumption: employee only about $519,333 at 4% or $346,222 at 6%; with 50% employer match about $346,222 at 4% or $230,815 at 6%; with 100% employer match about $259,667 at 4% or $173,111 at 6%.
SHAMROCK WEALTH MANAGEMENT 401(K) PLAN-3$924,125$62,320$20,773iApproximate average salary by contribution assumption: employee only about $519,333 at 4% or $346,222 at 6%; with 50% employer match about $346,222 at 4% or $230,815 at 6%; with 100% employer match about $259,667 at 4% or $173,111 at 6%.
202313$745,442$68,073$22,691iApproximate average salary by contribution assumption: employee only about $567,275 at 4% or $378,183 at 6%; with 50% employer match about $378,183 at 4% or $252,122 at 6%; with 100% employer match about $283,638 at 4% or $189,092 at 6%.
SHAMROCK WEALTH MANAGEMENT 401(K) PLAN-3$745,442$68,073$22,691iApproximate average salary by contribution assumption: employee only about $567,275 at 4% or $378,183 at 6%; with 50% employer match about $378,183 at 4% or $252,122 at 6%; with 100% employer match about $283,638 at 4% or $189,092 at 6%.
202214$565,841$81,293$20,323iApproximate average salary by contribution assumption: employee only about $508,081 at 4% or $338,721 at 6%; with 50% employer match about $338,721 at 4% or $225,814 at 6%; with 100% employer match about $254,041 at 4% or $169,360 at 6%.
SHAMROCK WEALTH MANAGEMENT 401(K) PLAN-4$565,841$81,293$20,323iApproximate average salary by contribution assumption: employee only about $508,081 at 4% or $338,721 at 6%; with 50% employer match about $338,721 at 4% or $225,814 at 6%; with 100% employer match about $254,041 at 4% or $169,360 at 6%.
202114$634,026$93,826$23,457iApproximate average salary by contribution assumption: employee only about $586,413 at 4% or $390,942 at 6%; with 50% employer match about $390,942 at 4% or $260,628 at 6%; with 100% employer match about $293,206 at 4% or $195,471 at 6%.
SHAMROCK WEALTH MANAGEMENT 401(K) PLAN-4$634,026$93,826$23,457iApproximate average salary by contribution assumption: employee only about $586,413 at 4% or $390,942 at 6%; with 50% employer match about $390,942 at 4% or $260,628 at 6%; with 100% employer match about $293,206 at 4% or $195,471 at 6%.
202015$564,515$63,160$12,632iApproximate average salary by contribution assumption: employee only about $315,800 at 4% or $210,533 at 6%; with 50% employer match about $210,533 at 4% or $140,356 at 6%; with 100% employer match about $157,900 at 4% or $105,267 at 6%.
SHAMROCK WEALTH MANAGEMENT 401(K) PLAN-5$564,515$63,160$12,632iApproximate average salary by contribution assumption: employee only about $315,800 at 4% or $210,533 at 6%; with 50% employer match about $210,533 at 4% or $140,356 at 6%; with 100% employer match about $157,900 at 4% or $105,267 at 6%.
201915$403,387$42,574$8,515iApproximate average salary by contribution assumption: employee only about $212,870 at 4% or $141,913 at 6%; with 50% employer match about $141,913 at 4% or $94,609 at 6%; with 100% employer match about $106,435 at 4% or $70,957 at 6%.
SHAMROCK WEALTH MANAGEMENT 401(K) PLAN-5$403,387$42,574$8,515iApproximate average salary by contribution assumption: employee only about $212,870 at 4% or $141,913 at 6%; with 50% employer match about $141,913 at 4% or $94,609 at 6%; with 100% employer match about $106,435 at 4% or $70,957 at 6%.
201815$313,954$23,117$4,623iApproximate average salary by contribution assumption: employee only about $115,585 at 4% or $77,057 at 6%; with 50% employer match about $77,057 at 4% or $51,371 at 6%; with 100% employer match about $57,792 at 4% or $38,528 at 6%.
SHAMROCK WEALTH MANAGEMENT 401(K) PLAN-5$313,954$23,117$4,623iApproximate average salary by contribution assumption: employee only about $115,585 at 4% or $77,057 at 6%; with 50% employer match about $77,057 at 4% or $51,371 at 6%; with 100% employer match about $57,792 at 4% or $38,528 at 6%.
201715$311,637$33,730$6,746iApproximate average salary by contribution assumption: employee only about $168,650 at 4% or $112,433 at 6%; with 50% employer match about $112,433 at 4% or $74,956 at 6%; with 100% employer match about $84,325 at 4% or $56,217 at 6%.
SHAMROCK WEALTH MANAGEMENT 401(K) PLAN-5$311,637$33,730$6,746iApproximate average salary by contribution assumption: employee only about $168,650 at 4% or $112,433 at 6%; with 50% employer match about $112,433 at 4% or $74,956 at 6%; with 100% employer match about $84,325 at 4% or $56,217 at 6%.
201615$220,431$209,782$41,956iApproximate average salary by contribution assumption: employee only about $1,048,910 at 4% or $699,273 at 6%; with 50% employer match about $699,273 at 4% or $466,182 at 6%; with 100% employer match about $524,455 at 4% or $349,637 at 6%.
SHAMROCK WEALTH MANAGEMENT 401(K) PLAN-5$220,431$209,782$41,956iApproximate average salary by contribution assumption: employee only about $1,048,910 at 4% or $699,273 at 6%; with 50% employer match about $699,273 at 4% or $466,182 at 6%; with 100% employer match about $524,455 at 4% or $349,637 at 6%.