2023 Form 5500 filing — Mertz Manufacturing, Inc. Savings And Retirement Plan And 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 20241010140937NAL0021176353001) for Mertz Manufacturing, Inc. Savings And Retirement Plan And Trust, reported by Mertz Manufacturing, Inc. under EIN 55-0830804 and plan number 001. It reports 303 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010140937NAL0021176353001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Mertz Manufacturing, Inc.
- EIN
- 55-0830804
- Plan number
- 001
- Location
- Ponca City, OK
- Participants
- 303
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,985,007
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,985,007
- Employer contributions
- $181,817
- Participant contributions
- $499,598
- Total income / additions
- $1,644,354
- Benefits paid
- $1,113,143
- Administrative expenses
- $19,188
- Total expenses
- $1,133,280
- Net increase / (decrease)
- $511,074
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Gallagher Fiduciary Advisors LLC | ADVISOR | $15,000 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $4,189 | $0 |