2023 Form 5500 filing — Mercury Financial LLC 401(K) Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240726151607NAL0024824576001) for Mercury Financial LLC 401(K) Plan, reported by Mercury Financial LLC under EIN 82-3007272 and plan number 001. It reports 286 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240726151607NAL0024824576001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Mercury Financial LLC
- EIN
- 82-3007272
- Plan number
- 001
- Location
- Austin, TX
- Participants
- 286
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $19,565,649
- Net assets (EOY)
- $19,565,649
- Employer contributions
- $1,476,932
- Participant contributions
- $2,716,930
- Total income / additions
- $8,261,928
- Benefits paid
- $824,604
- Administrative expenses
- $50,522
- Total expenses
- $875,126
- Net increase / (decrease)
- $7,386,802
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cornerstone Wealth Group | SERVICE PROVIDER | $0 | $30,714 |
| Nova 401(K) Associates | TPA | $0 | $6,910 |