401k Plan data: SHAMROCK CORPORATION EMPLOYEES' PLUS AND PROFIT SHARING TRUST plan

SHAMROCK CORPORATION EMPLOYEES' PLUS AND PROFIT SHARING TRUST 401k Plan overview

Plan Name	SHAMROCK CORPORATION EMPLOYEES' PLUS AND PROFIT SHARING TRUST
Plan identification number	002

SHAMROCK CORPORATION EMPLOYEES' PLUS AND PROFIT SHARING TRUST Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

SHAMROCK CORPORATION has sponsored the creation of one or more 401k plans.

Company Name: SHAMROCK CORPORATION

Employer identification number (EIN): 561127571

NAIC Classification: 323100

Additional information about SHAMROCK CORPORATION

Jurisdiction of Incorporation: Virginia Secretary of State

Incorporation Date: 1964-01-29

Company Identification Number: 0099155

Legal Registered Office Address: 102 VIEWMONT CT
PO BOX 254
CHARLOTTESVILLE
United States of America (USA)
22911

More information about SHAMROCK CORPORATION

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SHAMROCK CORPORATION EMPLOYEES' PLUS AND PROFIT SHARING TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2015-01-01 KIMBERLY TRIFARI
002 2014-01-01 JANET P. GOULD
002 2013-01-01 JANET P. GOULD
002 2012-01-01 JANET P. GOULD
002 2011-01-01 JANET P. GOULD
002 2009-01-01 JANET P. GOULD JANET P. GOULD 2010-10-15
002 2009-01-01 JANET P. GOULD JANET P. GOULD 2010-10-14

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
002	2015-01-01	KIMBERLY TRIFARI
002	2014-01-01	JANET P. GOULD
002	2013-01-01	JANET P. GOULD
002	2012-01-01	JANET P. GOULD
002	2011-01-01	JANET P. GOULD
002	2009-01-01	JANET P. GOULD	JANET P. GOULD	2010-10-15
002	2009-01-01	JANET P. GOULD	JANET P. GOULD	2010-10-14

Plan Statistics for SHAMROCK CORPORATION EMPLOYEES' PLUS AND PROFIT SHARING TRUST

401k plan membership statisitcs for SHAMROCK CORPORATION EMPLOYEES' PLUS AND PROFIT SHARING TRUST

Measure Date Value
2015: SHAMROCK CORPORATION EMPLOYEES' PLUS AND PROFIT SHARING TRUST 2015 401k membership
Total participants, beginning-of-year 2015-01-01 135
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 94
Number of retired or separated participants receiving benefits 2015-01-01 10
Number of other retired or separated participants entitled to future benefits 2015-01-01 17
Total of all active and inactive participants 2015-01-01 121
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 121
Number of participants with account balances 2015-01-01 119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: SHAMROCK CORPORATION EMPLOYEES' PLUS AND PROFIT SHARING TRUST 2014 401k membership
Total participants, beginning-of-year 2014-01-01 119
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 101
Number of retired or separated participants receiving benefits 2014-01-01 6
Number of other retired or separated participants entitled to future benefits 2014-01-01 15
Total of all active and inactive participants 2014-01-01 122
Total participants 2014-01-01 122
Number of participants with account balances 2014-01-01 122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: SHAMROCK CORPORATION EMPLOYEES' PLUS AND PROFIT SHARING TRUST 2013 401k membership
Total participants, beginning-of-year 2013-01-01 128
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 106
Number of retired or separated participants receiving benefits 2013-01-01 3
Number of other retired or separated participants entitled to future benefits 2013-01-01 10
Total of all active and inactive participants 2013-01-01 119
Total participants 2013-01-01 119
Number of participants with account balances 2013-01-01 119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: SHAMROCK CORPORATION EMPLOYEES' PLUS AND PROFIT SHARING TRUST 2012 401k membership
Total participants, beginning-of-year 2012-01-01 130
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 111
Number of retired or separated participants receiving benefits 2012-01-01 6
Number of other retired or separated participants entitled to future benefits 2012-01-01 9
Total of all active and inactive participants 2012-01-01 126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 126
Number of participants with account balances 2012-01-01 126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 126
2011: SHAMROCK CORPORATION EMPLOYEES' PLUS AND PROFIT SHARING TRUST 2011 401k membership
Total participants, beginning-of-year 2011-01-01 136
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 118
Number of retired or separated participants receiving benefits 2011-01-01 2
Number of other retired or separated participants entitled to future benefits 2011-01-01 9
Total of all active and inactive participants 2011-01-01 129
Total participants 2011-01-01 129
Number of participants with account balances 2011-01-01 129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: SHAMROCK CORPORATION EMPLOYEES' PLUS AND PROFIT SHARING TRUST 2009 401k membership
Total participants, beginning-of-year 2009-01-01 157
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 128
Number of retired or separated participants receiving benefits 2009-01-01 9
Number of other retired or separated participants entitled to future benefits 2009-01-01 13
Total of all active and inactive participants 2009-01-01 150
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 150
Number of participants with account balances 2009-01-01 150
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2015: SHAMROCK CORPORATION EMPLOYEES' PLUS AND PROFIT SHARING TRUST 2015 401k membership
Total participants, beginning-of-year	2015-01-01	135
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	94
Number of retired or separated participants receiving benefits	2015-01-01	10
Number of other retired or separated participants entitled to future benefits	2015-01-01	17
Total of all active and inactive participants	2015-01-01	121
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	121
Number of participants with account balances	2015-01-01	119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: SHAMROCK CORPORATION EMPLOYEES' PLUS AND PROFIT SHARING TRUST 2014 401k membership
Total participants, beginning-of-year	2014-01-01	119
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	101
Number of retired or separated participants receiving benefits	2014-01-01	6
Number of other retired or separated participants entitled to future benefits	2014-01-01	15
Total of all active and inactive participants	2014-01-01	122
Total participants	2014-01-01	122
Number of participants with account balances	2014-01-01	122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: SHAMROCK CORPORATION EMPLOYEES' PLUS AND PROFIT SHARING TRUST 2013 401k membership
Total participants, beginning-of-year	2013-01-01	128
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	106
Number of retired or separated participants receiving benefits	2013-01-01	3
Number of other retired or separated participants entitled to future benefits	2013-01-01	10
Total of all active and inactive participants	2013-01-01	119
Total participants	2013-01-01	119
Number of participants with account balances	2013-01-01	119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: SHAMROCK CORPORATION EMPLOYEES' PLUS AND PROFIT SHARING TRUST 2012 401k membership
Total participants, beginning-of-year	2012-01-01	130
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	111
Number of retired or separated participants receiving benefits	2012-01-01	6
Number of other retired or separated participants entitled to future benefits	2012-01-01	9
Total of all active and inactive participants	2012-01-01	126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	126
Number of participants with account balances	2012-01-01	126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	126
2011: SHAMROCK CORPORATION EMPLOYEES' PLUS AND PROFIT SHARING TRUST 2011 401k membership
Total participants, beginning-of-year	2011-01-01	136
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	118
Number of retired or separated participants receiving benefits	2011-01-01	2
Number of other retired or separated participants entitled to future benefits	2011-01-01	9
Total of all active and inactive participants	2011-01-01	129
Total participants	2011-01-01	129
Number of participants with account balances	2011-01-01	129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: SHAMROCK CORPORATION EMPLOYEES' PLUS AND PROFIT SHARING TRUST 2009 401k membership
Total participants, beginning-of-year	2009-01-01	157
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	128
Number of retired or separated participants receiving benefits	2009-01-01	9
Number of other retired or separated participants entitled to future benefits	2009-01-01	13
Total of all active and inactive participants	2009-01-01	150
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	150
Number of participants with account balances	2009-01-01	150
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on SHAMROCK CORPORATION EMPLOYEES' PLUS AND PROFIT SHARING TRUST

Measure	Date	Value
2015 : SHAMROCK CORPORATION EMPLOYEES' PLUS AND PROFIT SHARING TRUST 2015 401k financial data
Total income from all sources (including contributions)	2015-12-31	$814,576
Total of all expenses incurred	2015-12-31	$2,976,028
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$2,945,751
Expenses. Certain deemed distributions of participant loans	2015-12-31	$12,215
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$839,025
Value of total assets at end of year	2015-12-31	$13,330,748
Value of total assets at beginning of year	2015-12-31	$15,492,200
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$18,062
Total interest from all sources	2015-12-31	$10,788
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$794,498
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$794,498
Administrative expenses professional fees incurred	2015-12-31	$9,517
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$1,500,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$602,065
Participant contributions at end of year	2015-12-31	$219,432
Participant contributions at beginning of year	2015-12-31	$296,840
Participant contributions at end of year	2015-12-31	$1,556
Participant contributions at beginning of year	2015-12-31	$415
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$2,203
Value of other receiveables (less allowance for doubtful accounts) at end of year	2015-12-31	$93
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$-2,161,452
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$13,330,748
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$15,492,200
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$10,898,532
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$11,718,647
Interest on participant loans	2015-12-31	$10,788
Value of interest in common/collective trusts at end of year	2015-12-31	$2,060,796
Value of interest in common/collective trusts at beginning of year	2015-12-31	$3,316,536
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-840,483
Net investment gain or loss from common/collective trusts	2015-12-31	$10,748
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$234,757
Employer contributions (assets) at end of year	2015-12-31	$150,339
Employer contributions (assets) at beginning of year	2015-12-31	$159,762
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$2,945,751
Contract administrator fees	2015-12-31	$8,545
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2015-12-31	No
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	BRESLOWSTARLINGFROSTWARNERBOGERHIAT
Accountancy firm EIN	2015-12-31	560593053
2014 : SHAMROCK CORPORATION EMPLOYEES' PLUS AND PROFIT SHARING TRUST 2014 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$4,258
Total income from all sources (including contributions)	2014-12-31	$1,256,599
Total of all expenses incurred	2014-12-31	$3,852,236
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$3,816,651
Expenses. Certain deemed distributions of participant loans	2014-12-31	$16,001
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$846,919
Value of total assets at end of year	2014-12-31	$15,492,200
Value of total assets at beginning of year	2014-12-31	$18,092,095
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$19,584
Total interest from all sources	2014-12-31	$15,448
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$128,474
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$128,474
Administrative expenses professional fees incurred	2014-12-31	$19,584
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$1,500,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$604,724
Participant contributions at end of year	2014-12-31	$296,840
Participant contributions at beginning of year	2014-12-31	$347,531
Participant contributions at end of year	2014-12-31	$415
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2014-12-31	$4,258
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$-2,595,637
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$15,492,200
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$18,087,837
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$11,718,647
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$17,401,030
Interest on participant loans	2014-12-31	$15,448
Value of interest in common/collective trusts at end of year	2014-12-31	$3,316,536
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$258,800
Net investment gain or loss from common/collective trusts	2014-12-31	$6,958
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$242,195
Employer contributions (assets) at end of year	2014-12-31	$159,762
Employer contributions (assets) at beginning of year	2014-12-31	$343,534
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$3,816,651
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2014-12-31	No
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	BRESLOWSTARLINGFROSTWARNERBOGERHIAT
Accountancy firm EIN	2014-12-31	560593053
2013 : SHAMROCK CORPORATION EMPLOYEES' PLUS AND PROFIT SHARING TRUST 2013 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$4,258
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$927
Total income from all sources (including contributions)	2013-12-31	$3,666,041
Total of all expenses incurred	2013-12-31	$2,123,504
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$2,119,246
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$1,046,917
Value of total assets at end of year	2013-12-31	$18,092,095
Value of total assets at beginning of year	2013-12-31	$16,546,227
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$4,258
Total interest from all sources	2013-12-31	$12,844
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$1,500,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$620,016
Participant contributions at end of year	2013-12-31	$347,531
Participant contributions at beginning of year	2013-12-31	$237,745
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2013-12-31	$4,258
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2013-12-31	$927
Administrative expenses (other) incurred	2013-12-31	$4,258
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$1,542,537
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$18,087,837
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$16,545,300
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$17,401,030
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$15,687,482
Interest on participant loans	2013-12-31	$12,844
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$2,606,280
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$426,901
Employer contributions (assets) at end of year	2013-12-31	$343,534
Employer contributions (assets) at beginning of year	2013-12-31	$621,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$2,119,246
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2013-12-31	No
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	BRESLOWSTARLINGFROSTWARNERBOGERHIAT
Accountancy firm EIN	2013-12-31	560593053
2012 : SHAMROCK CORPORATION EMPLOYEES' PLUS AND PROFIT SHARING TRUST 2012 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$927
Total income from all sources (including contributions)	2012-12-31	$2,495,332
Total of all expenses incurred	2012-12-31	$1,178,199
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$1,164,560
Expenses. Certain deemed distributions of participant loans	2012-12-31	$12,713
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$1,314,423
Value of total assets at end of year	2012-12-31	$16,546,227
Value of total assets at beginning of year	2012-12-31	$15,228,167
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$926
Total interest from all sources	2012-12-31	$9,726
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$1,500,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$609,068
Participant contributions at end of year	2012-12-31	$237,745
Participant contributions at beginning of year	2012-12-31	$230,811
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2012-12-31	$927
Administrative expenses (other) incurred	2012-12-31	$926
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$1,317,133
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$16,545,300
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$15,228,167
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$15,687,482
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$14,478,356
Interest on participant loans	2012-12-31	$9,726
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$1,171,183
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$705,355
Employer contributions (assets) at end of year	2012-12-31	$621,000
Employer contributions (assets) at beginning of year	2012-12-31	$519,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$1,164,560
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2012-12-31	No
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	BRESLOWSTARLINGFROSTWARNERBOGERHIAT
Accountancy firm EIN	2012-12-31	560593053
2011 : SHAMROCK CORPORATION EMPLOYEES' PLUS AND PROFIT SHARING TRUST 2011 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$1,981
Total income from all sources (including contributions)	2011-12-31	$4,743,176
Total of all expenses incurred	2011-12-31	$2,067,893
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$2,018,219
Expenses. Certain deemed distributions of participant loans	2011-12-31	$49,674
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$5,106,647
Value of total assets at end of year	2011-12-31	$15,228,167
Value of total assets at beginning of year	2011-12-31	$12,554,865
Total interest from all sources	2011-12-31	$11,214
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$1,500,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$595,021
Participant contributions at end of year	2011-12-31	$230,811
Participant contributions at beginning of year	2011-12-31	$263,395
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$3,902,712
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2011-12-31	$1,981
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$2,675,283
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$15,228,167
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$12,552,884
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$14,478,356
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$11,581,259
Interest on participant loans	2011-12-31	$11,214
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-374,685
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$608,914
Employer contributions (assets) at end of year	2011-12-31	$519,000
Employer contributions (assets) at beginning of year	2011-12-31	$710,211
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$2,018,219
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2011-12-31	No
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	BRESLOWSTARLINGFROSTWARNERBOGERHIAT
Accountancy firm EIN	2011-12-31	560593053
2010 : SHAMROCK CORPORATION EMPLOYEES' PLUS AND PROFIT SHARING TRUST 2010 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$1,981
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$2,058
Total income from all sources (including contributions)	2010-12-31	$2,714,605
Total of all expenses incurred	2010-12-31	$1,284,359
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$1,277,189
Expenses. Certain deemed distributions of participant loans	2010-12-31	$7,066
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$1,384,974
Value of total assets at end of year	2010-12-31	$12,554,865
Value of total assets at beginning of year	2010-12-31	$11,124,696
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$104
Total interest from all sources	2010-12-31	$16,196
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$1,500,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$586,645
Participant contributions at end of year	2010-12-31	$263,395
Participant contributions at beginning of year	2010-12-31	$284,574
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2010-12-31	$1,981
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2010-12-31	$2,058
Administrative expenses (other) incurred	2010-12-31	$104
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$1,430,246
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$12,552,884
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$11,122,638
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$11,581,259
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$10,526,006
Interest on participant loans	2010-12-31	$16,196
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$1,313,435
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$798,329
Employer contributions (assets) at end of year	2010-12-31	$710,211
Employer contributions (assets) at beginning of year	2010-12-31	$314,116
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$1,277,189
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2010-12-31	No
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	BRESLOWSTARLINGFROSTWARNERBOGERHIAT
Accountancy firm EIN	2010-12-31	560593053

Form 5500 Responses for SHAMROCK CORPORATION EMPLOYEES' PLUS AND PROFIT SHARING TRUST

2015: SHAMROCK CORPORATION EMPLOYEES' PLUS AND PROFIT SHARING TRUST 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: SHAMROCK CORPORATION EMPLOYEES' PLUS AND PROFIT SHARING TRUST 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: SHAMROCK CORPORATION EMPLOYEES' PLUS AND PROFIT SHARING TRUST 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: SHAMROCK CORPORATION EMPLOYEES' PLUS AND PROFIT SHARING TRUST 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: SHAMROCK CORPORATION EMPLOYEES' PLUS AND PROFIT SHARING TRUST 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: SHAMROCK CORPORATION EMPLOYEES' PLUS AND PROFIT SHARING TRUST 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	Yes
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	SHAMROCK CORPORATION
Employer identification number (EIN):	561127571
NAIC Classification:	323100

Jurisdiction of Incorporation:	Virginia Secretary of State
Incorporation Date:	1964-01-29
Company Identification Number:	0099155
Legal Registered Office Address:	102 VIEWMONT CT PO BOX 254 CHARLOTTESVILLE United States of America (USA) 22911