2023 Form 5500 filing — Merrill Farms, LLC Retirement Plan & Trust
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 20240926153229NAL0000991633001) for Merrill Farms, LLC Retirement Plan & Trust, reported by Merrill Farms, LLC under EIN 77-0545932 and plan number 001. It reports 204 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240926153229NAL0000991633001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Merrill Farms, LLC
- EIN
- 77-0545932
- Plan number
- 001
- Location
- Salinas, CA
- Participants
- 204
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $13,948,940
- Net assets (EOY)
- $13,948,940
- Employer contributions
- $322,556
- Participant contributions
- $490,425
- Total income / additions
- $2,985,130
- Benefits paid
- $505,281
- Administrative expenses
- $31,692
- Total expenses
- $536,973
- Net increase / (decrease)
- $2,448,157
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Global Retirement Partners LLC | BROKER | $0 | $8,633 |