Mercatalyst, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Mercatalyst, Inc. (EIN 46-1686747) is a plan sponsor located in Carrollton, TX with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
46-1686747
Location
Carrollton, TX
Loaded plans
1
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$4,929,638
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$4,929,638

Contributions & income

Employer contributions
$269,171
Participant contributions
$480,656
Total income / additions
$1,475,155

Expenses & distributions

Benefits paid / distributions
$550,974
Total expenses
$570,936
Net increase / (decrease)
$904,219

Coverage

Total reported participants
154
Plans with financial statements
1
Plans with provider compensation
1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Mercatalyst, Inc. plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
The Mercatalyst 401k Plan001154$4,929,6382023

Search all 1 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Mercatalyst, Inc.
YearPlanParticipantsSchedulesFiling
2023The Mercatalyst 401k Plan154H, C20241015101422NAL0047320704001

Related Form 5500 pages