2023 Form 5500 filing — Merrifield Garden Center 401(K) Profit Sharing Retirement 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 20240926131715NAL0001245296001) for Merrifield Garden Center 401(K) Profit Sharing Retirement Plan, reported by Merrifield Garden Center under EIN 54-0936775 and plan number 001. It reports 484 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$21.4MReported net assets$21,399,201
Participants484
Provider compensation$90.6K4 Schedule C row(s)$90,649
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240926131715NAL0001245296001
- Plan sponsor
- Merrifield Garden Center
- EIN
- 54-0936775
- Plan number
- 001
- Location
- Falls Church, VA
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$21.4M total assets
Net assets$21.4MLiabilities$0
Full reported line items
- Total assets (EOY)
- $21,399,201
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $21,399,201
- Employer contributions
- $0
- Participant contributions
- $573,920
- Total income / additions
- $4,069,449
- Benefits paid
- $2,119,810
- Administrative expenses
- $54,083
- Total expenses
- $2,173,893
- Net increase / (decrease)
- $1,895,556
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Ins. Co. Of America | RECORDKEEPER | $39,857 | $0 |
| Cetera Advisor Networks LLC | BROKER/ADVISER | $0 | $36,566 |
| Leafhouse Financial Advisors, LLC | INVESTMENT ADVISOR | $9,960 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $4,266 | not reported in the loaded dataset |