2023 Form 5500 filing — The Merisant Us, Inc. Employees' Savings And 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 20241015074042NAL0027771953001) for The Merisant Us, Inc. Employees' Savings And Retirement Plan, reported by Merisant Us, Inc. under EIN 51-0397233 and plan number 001. It reports 282 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)$17.3MReported net assets$17,263,045
Participants282
Provider compensation$16.3K2 Schedule C row(s)$16,314
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241015074042NAL0027771953001
- Plan sponsor
- Merisant Us, Inc.
- EIN
- 51-0397233
- Plan number
- 001
- Location
- Chicago, IL
- 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)$17.3M total assets
Net assets$17.3MLiabilities$0
Full reported line items
- Total assets (EOY)
- $17,263,045
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $17,263,045
- Employer contributions
- $431,908
- Participant contributions
- $845,838
- Total income / additions
- $5,051,974
- Benefits paid
- $2,009,151
- Administrative expenses
- $16,314
- Total expenses
- $2,025,465
- Net increase / (decrease)
- $3,026,509
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Rothschild Investment Corp | ADVISOR | $15,401 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $913 | $0 |