2023 Form 5500 filing — Merit Brass Co. 401k Profit Sharing 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 20241008152210NAL0030356224001) for Merit Brass Co. 401k Profit Sharing Plan & Trust, reported by Merit Brass Co. under EIN 34-0871314 and plan number 001. It reports 257 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008152210NAL0030356224001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Merit Brass Co.
- EIN
- 34-0871314
- Plan number
- 001
- Location
- Cleveland, OH
- Participants
- 257
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $19,251,532
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $19,251,532
- Employer contributions
- $174,194
- Participant contributions
- $975,776
- Total income / additions
- $4,207,651
- Benefits paid
- $1,812,739
- Administrative expenses
- $158,088
- Total expenses
- $1,977,345
- Net increase / (decrease)
- $2,230,306
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Life Insurance Co | RECORDKEEPER | $61,529 | $0 |
| Erisa Services, Inc | RECORDKEEPER | $42,856 | $686 |
| Lpl Financial | BROKER | $0 | $32,071 |