2023 Form 5500 filing — Merlin Industries, Inc. 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 20241010092934NAL0019869137001) for Merlin Industries, Inc. 401(K) Plan, reported by Merlin Industries, Inc. under EIN 22-2896157 and plan number 002. It reports 314 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010092934NAL0019869137001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Merlin Industries, Inc.
- EIN
- 22-2896157
- Plan number
- 002
- Location
- Hamilton, NJ
- Participants
- 314
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $12,529,219
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,529,219
- Employer contributions
- $253,889
- Participant contributions
- $529,595
- Total income / additions
- $2,826,618
- Benefits paid
- $1,588,770
- Administrative expenses
- $30,189
- Total expenses
- $1,619,751
- Net increase / (decrease)
- $1,206,867
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Global Retirement Partners | INVESTMENT/FINANCIAL ADVI | $28,093 | $0 |
| Adp, Inc. | RECORD KEEPER | $2,095 | $0 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 |