2023 Form 5500 filing — Empire Merchants North 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 20240926110531NAL0000333475001) for Empire Merchants North 401(K) Plan, reported by Empire Merchants North, LLC under EIN 20-8448427 and plan number 001. It reports 356 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20240926110531NAL0000333475001
Filing year
2023
Form type
2
Plan sponsor
Empire Merchants North, LLC
EIN
20-8448427
Plan number
001
Location
North Syracuse, NY
Participants
356
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$44,408,043
Total liabilities (EOY)
$0
Net assets (EOY)
$44,408,043
Employer contributions
$1,074,975
Participant contributions
$1,939,510
Total income / additions
$9,444,594
Benefits paid
$3,598,555
Administrative expenses
$116,148
Total expenses
$3,714,703
Net increase / (decrease)
$5,729,891
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$61,899$0
Advisor Investments LLCINVESTMENT ADVISORY$35,249not reported in the loaded dataset
HkmpACCOUNTANT$19,000not reported in the loaded dataset

Related Form 5500 pages